How do I follow up with prospects who said "not now"?
"Not now" often means "not yet". A pension decision, a sale or an inheritance changes the timing.
- Prospects go quiet.
- How often should we contact them?
- What do we send?
Record why they waited and the likely trigger, such as a retirement date or business sale, in your CRM. Send useful, approved content a few times a year and set a check-in near the trigger. Respect consent and unsubscribe rules. Track prospects who later become clients.
Nurture plan
- Reason and trigger recorded.
- Quarterly useful content.
- Check-in near the trigger.
- Event invitations.
This is general information, not legal or compliance advice. Your dealer, firm or compliance officer decides what you can publish.
How we look at it at ShoutEx
We set up CRM stages, nurture emails and reminders.
- No reason recorded.
- Monthly sales emails.
- No consent.
- Forgotten triggers.
- Trigger dates.
- Useful content.
- Consent tracked.
- Later conversions tracked.
What advisors and regulators say
Here is what advisors say.
Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up nurture and reminders.
Book a call →Follow-up questions
How long to nurture?
Years, for some.
Is a newsletter enough?
Add personal check-ins.
Should content be approved?
Yes, like any communication.