How Heal. Plan. Invest. onboards clients over 2x faster

Heal. Plan. Invest: where your wallet meets your heart

Shavon Roman founded Heal. Plan. Invest. in 2019 after more than a decade at a Fortune 100 insurance and investment company. She built the firm around a certain clientele that her old environment overlooked: women with strong incomes, good benefits, and growing families, but no clear strategy to get from where they are to where they want to be. Shavon helps them gain money, confidence, and clarity. 

In the male-dominated environment she trained in, she watched advisors talk past the wife to the husband and stay “hyper-focused on sales.” Her firm now pairs a Fortune 100 process with what she calls “the feel of your mother, your sister, your aunt, your best friend.” 

While her target audience is women, nearly half her clients are men who were also drawn to an advisor that asks about more than the numbers, but ways their behavioral health and familial history also influence their money habits. But capturing all the details that make Shavon's client experience so unique proved to be a challenge without the proper tools in place.

The challenge: a notepad that couldn’t keep up

Shavon has around 20 conversations a week with clients, families, and prospects. For years, keeping up with them was a manual job that pulled her out of heartfelt discussions.

“I was wasting too much time handwriting notes, and then deciphering what I wrote. I almost couldn't even focus trying to take all of the notes. And we still didn't capture everything,” Shavon says. 

Onboarding a new client meant eight separate manual steps — summarizing the meeting, sending a discovery email, a contract, an NDA, the program details. All in, the follow-up after a single meeting could take two hours. Details slipped through, and attention was split between the notepad and client. 

The solution: undivided attention with Zocks in the room

Shavon brought on Zocks to be present in the meeting without worrying she was missing something. The first time she saw it capture a full session, her reaction was one word: “shocked.”

The way she introduces Zocks to clients reflects how she runs her firm. Rather than mention it in passing, she frames it as proof that they have her full attention, saying, “I have an AI tool here that is joining us in the meeting to make sure that we document every detail, because everything that you say is important to me.”

Her workflow now runs across Zocks, HubSpot, and email. Before each meeting, Zocks pulls together a prep summary that includes personal and financial highlights from prior conversations and emails, as well as the latest updates from HubSpot. After the meeting, Zocks automatically captures the important details discussed, builds a task list, and pushes everything back into HubSpot with a click, where each task is categorized and routed to the right team member.

The integration mattered enough to drive her CRM choice, allowing her to focus more on each client’s individual experience. “I would not have a HubSpot subscription if Zocks did not integrate with it. I went to Zocks, saw the integrations for the CRMs, and that's how I selected HubSpot,” Shavon says. 

She also got premium hands-on help getting the most out of the platform. After years of daily use, she'd accumulated a list of minor workflow questions she'd never slowed down to revisit. A Zocks team member worked through them with her one-on-one, showing her how to use the platform to its full capacity. 

“He just went through the list and fixed every single thing that I'd been trying to figure out. I just needed someone who understood what I was trying to accomplish, and he did,” Shavon says. 

The results: time to dig into the answers that matter most

The follow-up that once took two hours now takes five minutes. Her average case timeline for onboarding new clients dropped from 60 days to 27, and she credits all of it to Zocks.

Shavon uses that time back to ask the kind of in-depth questions most advisors skip. Family history is where she starts, because she treats it as a financial input. One client for her Millionaire Shift program, which allows professionals to scale their wealth to 7 figures, showed her why that matters. 

“I have a client, he's in his 40s, and he was doing the bare minimum in his retirement,” Shavon says. “And I asked him, ‘how long did your father live?’ His father passed away at 49. His grandfather passed away at 47. He said, ‘I don't plan on living past 50. So why would I put money into retirement?’”

That belief would have gone unnoticed and unspoken almost anywhere else. Shavon's whole practice is built to understand the ‘why.’ 

“Before I can even talk to him about a financial strategy, I have to address the mindset. Because if he doesn't believe he's going to live, why would he plan for it?”

That’s where Zocks comes in. 

“Asking the question is one thing. Capturing the question is a whole other ball game. And then being able to use that answer to create a strategy that will shift not just the person's life, but generations — that is a really powerful tool,” Shavon closes.