Mariah Post
Apr 24, 20252 min read
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Operational clarity behind every advisor experience
Building products, programs, or services for financial professionals is operationally heavy.
When backend systems break down, the advisor experience does too.
PeakFlow designs and runs the systems behind financial-services organizations. We streamline project management, CRM workflows, and automation so your internal teams stay aligned and the experience delivered to advisors and their clients is consistent, reliable, and polished.
Built for financial-services companies where scale, precision, and execution matter more than shiny tools.
Let’s get your team back in flow.
It’s Not Your Team—It’s the System.
Dropped balls, duplicate work, and “wait… who owns this?” are signs of fragmented operations, not bad people.
We help teams supporting financial professionals bring structure to the systems they already use. Project management, CRM workflows, and content platforms like Snappy Kraken get aligned so work moves cleanly from intake to delivery without constant check-ins.
No Slack archaeology.
No meetings about meetings.
No advisor deliverables stuck between teams.
Just clear ownership, reliable handoffs, and workflows your team actually trusts.
Because when the backend runs smoothly, your team shows up more confidently and the advisor experience feels seamless every time.
How We Get You from ‘What a Mess’ to
‘Holy Sh*t, This is Smooth’
Free Thirty Minute Strategy Call
If your systems feel heavier than they should, we’ll help you identify what’s actually slowing your team down.
In this focused, no-pressure consult, we dig into your operations. Fragmented workflows, overlapping tools, CRM or onboarding gaps, or advisor-facing delivery challenges, including platforms like Snappy Kraken.
You’ll walk away with clear priorities, practical next steps, and a plan that fits how your team actually works.
No sales script. Just experienced perspective and a clear way forward.
Here’s What We Actually Do (When You Hire Us)
We bring order to the systems behind your business. Project management, workflows, integrations, and operational processes that have grown messy or outgrown their original setup.
No bloated templates. No generic frameworks. Just systems built around how your team actually works.
What that typically includes:
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Custom ClickUp or Asana builds based on real workflows, not theory
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Workflow and pipeline cleanup across your ops stack and CRM
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Automations that reduce manual work and missed handoffs
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Integrations across tools like Slack, Google Drive, and internal platforms
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Snappy Kraken content onboarding handled cleanly and consistently
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Practical workarounds when native tools fall short
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Training and support that drives adoption, not confusion
We make sure everything works together, so your team can operate with clarity and the experience delivered to advisors stays consistent and reliable.
Training That Sticks. Adoption That Doesn't Suck.
We don’t just hand you a shiny new system (or process or content plan) and paddle away.
We stay in the boat—guiding your team through every step of the transition. That means custom training built for real people, hands-on rollout support, and documentation they’ll actually use.
Every team’s different, so we don’t teach in a one-size-fits-all way. Whether your crew learns best by doing, watching, or asking a million questions—we’re ready. And yes, we’re there for the “Wait… how do I do that again?” moments too.
Change doesn’t have to be a slog. When you roll it out right, people actually want to get on board.
Testimonials
Don’t Just Take Our Word for It—See What Others Say
"A lot of professionals out there will offer to take a look at your systems or spearhead a project for you. Not all of them are systems thinkers who focus beyond tasks. Mariah excels there: she truly understands the objective, she considers interdependencies, and she sweats the details.
And beyond that, she's a technologist, which is where you'll get a lot more leverage with her expertise. She understands how to incorporate technology and project management software to help create well-oiled machines.
She expertly connects different tasks and ensures all stakeholders are properly notified and have access to everything they need. Mariah has been instrumental in conducting thorough postmortems, identifying what goes wrong in previous projects, and implementing improvements for the future. She would be an invaluable asset to any firm looking to elevate their processes and workflows to the next level."
Angel Gonzalez, CMO | Snappy Kraken
What Happens When You Work with PeakFlow?
You stop duct-taping systems together.
You stop chasing updates or wondering where that asset went.
You stop wasting hours on manual work that should’ve run itself.
Instead, you get a workflow that actually flows—custom-built, automated, and adopted by your team without the eye rolls.
Whether it’s Asana, internal ops, or Snappy Kraken content onboarding, we don’t just clean up the mess—we future-proof your backend so growth feels smooth, not chaotic.
If you're ready to turn your systems into your superpower... you know what to do.
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