Private early access • Independent advisors & small teams
Never lose a warm prospect just because you got busy.
Follow Through is a calendar-aware follow-up assistant for financial advisors. It watches your calendar, email, and CRM for at-risk prospects and clients, then spreads follow-ups across days you can actually handle.
- • See who’s at risk before they go cold.
- • Spread follow-ups across your real capacity, not a fantasy list.
- • Get warm drafts in your voice without sending client PII to generic AI.
I’m inviting a small group of advisors as “founding users” — with direct input into the roadmap and a locked-in discounted rate at launch.
Built around real advisor workflows
Designed from interviews with advisors about leaks in the pipeline: workshop attendees, “circle back in 6 months” notes, no-shows, and referrals that never get a second touch.
Calendar-aware, not just task-aware
Follow-ups are capped and spread across your week so Tuesday doesn’t turn into 40 “call John” tasks on top of client meetings.
Compliance-sensitive from day one
No client names, account numbers, or details are sent to generic AI APIs. You review every draft before anything leaves your outbox.
A follow-up wizard that respects your calendar
Follow Through looks at value, risk, and your busiest days, then spreads follow-ups across your week so you can stay consistent without burning out. You can always adjust dates — it’s a smart recommendation, not a rule.
Want the nerdy details? Learn how it’s built →
Example data shown — no real client information.
Not another CRM to babysit
You already have a CRM. Follow Through doesn’t ask you to move your whole business. It focuses on one job: making sure every good prospect and client gets the next touch they were promised.
AI that stays in its lane
No gimmicks, no robo-advisor. Think of it as a quiet assistant that helps you decide who to reach out to, when, and gives you a first draft so you’re not staring at a blank screen at the end of a long day.
One screen for the next conversation
For each lead, Follow Through pulls together tags, notes, last contact, next step, and a simple activity timeline — plus a warm email draft in your chosen tone. You stay in control: review, tweak, and send from your normal email.
AI drafts are examples only. Advisors review every message before sending.
Who Follow Through is for
Ideal if you rely on relationships, not cold call centers:
- Independent advisors and small teams
- Firms that live on referrals, workshops, and networking groups
- Advisors who know there are prospects they meant to follow up with — but never did
- Teams that don’t want another bloated CRM, just fewer dropped balls
Get early access & help shape Follow Through
I’m looking for a small cohort of advisors to use Follow Through with real client work and tell me what actually moves the needle. In early access, you’ll get direct input into the roadmap, priority support, and a locked-in founding rate at launch.