Financial Advisors + Google Sheets
The AI receptionist for financial advisors that writes straight into Google Sheets.
Inheritance, retirement, tax decisions. Clients call when ready, not on your schedule.
How it works
Every call appears as a row on your sheet — name, phone, summary, time, agent, recording link. Pipes straight into whatever pipeline you already run.
Why financial advisors miss calls.
Lifetime client value is huge. First contact has to feel professional.
It's a Monday morning. A man in his fifties has just become an executor for his late father's estate. There's a property, a SIPP, two ISAs, and some shares his father bought in the eighties. He has no idea where to start. He searches for a financial advisor in his town and starts ringing.
Your phone is on Do Not Disturb. You're with another client, mid-portfolio review. The phone rings out. By the time you check it that evening, he's already had a fifteen-minute chat with another advisor across town who picked up. Six months later, that advisor is managing £400,000 of inheritance. And earning £4,000-£8,000 a year in trail commission for the next decade plus.
Foan picks up in the kind of voice your clients expect from a chartered financial planner. Asks what kind of matter, what timeline, when works. Doesn't try to advise. Books the discovery meeting and sends your fact-find form by email before he hangs up. You walk out of your meeting to one notification.
What you get on day one.
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Every call answered in two seconds. No queue, no missed-call voicemails, no "we'll get back to you tomorrow".
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Calls flow into Google Sheets automatically. No copy-paste from notepad. Whatever Google Sheets expects, Foan writes.
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UK phone number included. Take a new line or forward your existing business number. Either way, Foan picks up.
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Text or WhatsApp the second the call ends. You're on a job, you don't pick up — Foan does the work and tells you what was said.
Ready in 10 minutes.
Plans from £999/mo. Cancel any time. Number forwarding works on the existing line you already pay for.
Frequently asked
Does Foan really work for financial advisors using Google Sheets?
Yes. Lifetime client value is huge. First contact has to feel professional. Foan answers calls live, qualifies them by asking the questions a financial advisor would ask, and writes the outcome into your Google Sheets automatically. There's nothing for you to copy across.
How does Foan + Google Sheets compare to hiring a receptionist?
A part-time receptionist costs around £1,800/mo and only covers business hours. Foan picks up 24/7 in two seconds, never misses a call during peak, and starts at £999/mo. Everything ends up in Google Sheets the same way a human assistant would log it — except instantly and without typos.
What if a caller asks a question Foan doesn't know the answer to?
Foan is configured with your business hours, services, prices and FAQs the moment it's set up — we scan your website automatically. For anything genuinely unknown, the agent admits it doesn't know, takes the caller's contact details, and pings you so you can ring back. Better than voicemail, every time.
How quickly can I get this live with Google Sheets?
Under 10 minutes. Sign up, connect Google Sheets via OAuth (one click), pick a UK phone number, point your existing business line at it. Foan starts answering on the next ring.
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