Your client onboarding takes 3 weeks. It should take 3 minutes.
Cost of doing nothing
$54,000/yr
What changes the day you import these 5 workflows.
Manual KYC, paper forms, slow compliance
Auto intake → KYC → engagement letter → CRM
Hand-picked for financial advisors — every one tested + scored.
These aren't random templates. Each one was pulled from the 2,000+ Vault catalog and matched to the #1 pain financial advisors actually face. Importable JSON. 5 minutes to ship the first one.
- 1AI-Driven Sales Meeting Follow-Up Scheduler★ Hero workflow — start here
- 2AI Meeting Summary & Follow-Up Scheduler
- 3Monthly Financial Performance Report Automation
- 4AI-Powered Gmail Reply Draft Automation
- 5AI Stock Analysis Bot via Telegram
Onboard Clients Faster.
15 hand-picked workflows for financial advisors. ZIP + install guide PDF. Yours free — no payment, just your email.
Get The Vault — $24.99 — all 2,000+ workflows, not just 15.
The full library: 2,000+ workflows across 17 categories + Top 100 Quick-Start + OpenClaw integration kit + lifetime updates. Most buyers who plan to grow eventually upgrade — start here.
Sell these workflows to your industry friends. Charge them $300/mo.
You now have workflows your financial advisor friends would pay $300–$2,000/month to have installed. The Operator Bundle ($79.99) teaches you exactly how to package, price, sell, and deliver — 6 production-ready Agency Kit files + the 45-page $10K/Month Operator Playbook + 100 premium operator-only workflows. 5 clients × $2K = $10,000/month.
Use the vault for 30 days. If it doesn't pay for itself, we refund you.
Email a single sentence — "refund me" — and you get every penny back. No forms. No "before you go" upsell. TKOA Private Limited (CIN: U58199GJ2025PTC169791) is a registered company — your money is safe.
5 things every Vault buyer asks before they hit checkout.
Yes. Every workflow is a standard n8n JSON file — works with both cloud n8n and self-hosted. Tested against n8n 1.6x. We update for breaking version changes for life, included in your $24.99.
Reply to any TKOA email and you reach me directly — usually answer within hours. Stuck on a workflow, refund question, partnership idea, anything. I read every one.