How to Stop Losing Time on Enquiry Admin

Enquiries should be exciting—they’re the start of a new relationship. 

But for most firms, they’re a time drain: fact finds, emails, chasing data. 

The Hidden Cost of Manual Intake 

Every minute spent chasing forms or clarifying basic details is a minute lost from high-value work. Worse, it signals disorganisation to the client. 

Why Fact Finds Stall 

Clients don’t always know what’s relevant. Staff don’t always know what’s missing. The result? Incomplete data and delayed progress. 

The Fix: Automated Intake 

Runagood’s Advisor Engine will automate the enquiry flow. From first contact to structured fact find, it captures what matters—cleanly, quickly, and without friction. 

Your next advisory win starts with a clean fact find. Let the system build it for you. 

For a Trial Advisor Engine with one client, Book a call with me now