Early access • independent advisors & small teams
Pricing is based on outcomes, not a generic plan grid.
Follow Through is built to prevent pipeline leakage — the prospects you meant to follow up with, the referrals that never get a second touch, the workshop attendee that goes cold because the week got busy. Early access is limited while we validate ROI and finalize packaging.
We’re prioritizing advisors who want a measurable conversion lift and are willing to share feedback. No spam, no newsletters.
The leak
Warm prospects slip because follow-up becomes “later” — and later never happens.
The fix
Follow Through watches your workflow and helps you place the next touch where your calendar can actually handle it.
The payoff
For many advisors, a single saved relationship per year covers the cost — everything beyond that is upside.
What early access includes
Clear capabilities now, and a path to team + firm workflows as you grow.
Calendar-aware follow-up wizard
- Plans follow-ups around real calendar load — not a fantasy task list
- Helps you stay consistent without burning out
- Recommendations are adjustable — you stay in control
Lead workspace built for conversion
- Lead list + lead detail view designed for the next conversation
- Simple tags for stage, fit, value tier, and topics
- Timeline + follow-up history in one place
Enrichment + scoring (when you choose)
- Optional enrichment for deeper context when it matters
- Value-band signals to prioritize the right prospects
- Designed to turn data into a decision, not just a profile
Team workflows (when you need them)
- Built to support routing and junior advisor workflows as you scale
- Supervisor visibility and routing history on each lead
- Structure that fits real firms — not a generic CRM permission model
Compliance-sensitive by default
- No client PII sent to generic AI prompts by default
- You review drafts before anything leaves your outbox
- Security posture built into the workflow, not bolted on later
How pricing will work (when we publish it)
Solo advisors
Core workflow: lead workspace + calendar-aware follow-up wizard + AI drafting support.
Growing teams
Adds team routing and junior workflows where supervision and consistency matter.
Firms
Packaging that reflects onboarding needs, compliance review, and rollout structure.
We’ll publish numbers after the demo cohort, once we can confidently map packaging to ROI and real usage.
FAQ
Clear answers, without locking the business into the wrong pricing model.
Why aren’t prices listed yet?
Because Follow Through is in early access and we’re optimizing for outcomes, not signups. Early users get a hands-on onboarding experience and pricing that matches how you’ll actually use the product — solo, team, and firm workflows are materially different.
Is this a CRM replacement?
No. Follow Through is designed to sit beside your CRM and calendar. CRMs store records; Follow Through focuses on pipeline consistency, prioritization, and follow-through so warm prospects don’t go cold.
What do you mean by “early access”?
A small, curated cohort. You get priority support, direct input into the roadmap, and faster iteration. We’re intentionally limiting access while we validate ROI and finalize packaging.
Can I use it as a team?
Yes — we’re building team routing and supervision workflows intentionally. If you’re a team, use the contact link below so we can map it to your structure.
Want to be in the first cohort?
If you’re serious about reducing pipeline leakage and want a product that prioritizes conversion outcomes, request early access. If you’re a team or firm, use the contact page so we can tailor onboarding to your structure.