How to Turn “Yes” into Action Without Losing Momentum

The moment a client says yes is fragile. 

Delay kills momentum. Doubt creeps in. 

The Problem 

Manual engagement letters. Data entry. Setup delays. 

It all adds friction—and risks losing the win. 

The Impact 

Clients disengage. Staff scramble. Confidence erodes. 

The Fix: Instant Engagement 

Runagood’s Advisor Engine generates the engagement letter instantly. 

It will load full data into your PMS—so you move from pitch to processing without delay. 

Turn “yes” into action—instantly. Let the system do the setup. 

👉 [Trial the Advisor Engine with one client]