Coming soon
Never lose a warm prospect again because life got busy.
Follow Through is a lightweight follow-up assistant for real-world advisors—not Silicon Valley robots. It reads your pipeline and calendar, then quietly keeps you on track with practical, compliant reminders.
- • Spot at-risk leads before they go cold.
- • Spread follow-ups over real calendar availability.
- • Draft warm, human emails in your voice—no client data sent to AI.
I’m starting with a small group of advisors to shape the product around real prospecting and client-care workflows. No spam. No obligation. Just first access and a say in what gets built.
Built around real advisor behavior
Designed from advisor interviews about where follow-ups actually fall through the cracks: after events, no-shows, “circle back in 6 months” notes, and half-warmed referrals.
Calendar-aware, not fantasy capacity
The wizard respects your existing meetings and only suggests a realistic number of follow-ups per day — instead of dumping 40 tasks on a random Tuesday.
Compliance-sensitive from day one
No client data sent to third-party AI APIs. Email drafts are generated from your templates and tone — then edited by you before sending.
Join the early access list
If you'd like to be part of the first cohort using Follow Through, drop your info below. I’ll reach out personally when there’s a version ready for real client work.