The clients you lost touch with are still your best pipeline
Dormant review clients. Pension and investment enquiries that never converted. Seminar lists gathering dust. We re-engage them in your name with AI-personalised email, handle the replies, and book review meetings into your calendar. You pay per booked meeting, no retainer.
Advice has a long memory
Every established advice firm carries the same quiet backlog. Clients who had one review and drifted. Pension transfer enquiries that stalled at the fact-find. Investment questions that arrived at the wrong moment. Attendees from a seminar three years ago. Downloads of a guide nobody followed up. Each one cost time or money to acquire, and each one is sitting silent in the CRM.
The long sales cycle in advice cuts both ways. It makes prospects slow to convert, but it also means "not now" rarely meant "never". The person who was not ready to consolidate their pensions in 2023 may be exactly ready today. Life events, job changes, and inheritance do not announce themselves: a steady, relevant follow-up is how a firm is in the room when the moment comes.
We handle this the way a regulated firm needs it handled. Messages go only to people who previously enquired with you or were clients of yours. Opt-outs are honoured. Every sequence is written in your voice and signed off by you before anything sends. The emails invite a conversation with you: they do not give advice, recommend products, or make claims. It is your follow-up, done properly, at scale.
How it works
- 1
Export your dead leads
A CSV out of your CRM. Name, email, phone where you have it. That is your entire workload.
- 2
We clean the list and write the sequences
Dead addresses and opt-outs come out. Then we write email sequences in your voice, and you sign off every message before anything sends.
- 3
AI email goes out in your name
Personalised, human-sounding, and sent as you. When someone replies, the AI handles the conversation and qualifies the interest.
- 4
Meetings land in your calendar
Qualified conversations become booked meetings in the calendar you already use. You pay per meeting, nothing else.
The honest maths
We will not dress the numbers up. On a cleaned list, 1 to 3% turning into real conversations is the realistic band, and booked meetings come from a slice of those. It works because the contacts cost you nothing new, and one new advice relationship carries years of value.
Illustrative example, not a promise
- Dormant contacts and old enquiries exported
- 2,500
- Realistic conversation band (1 to 3%)
- 25 to 75
- Media spend required from you
- £0
- You pay for
- Booked meetings only
A single reactivated client relationship can repay the whole campaign, and these conversations were already sitting in your CRM. Before launch we review your list and tell you what it can realistically support. If it cannot support much, we say so instead of taking the project.
The obvious questions
Which contacts can be reactivated?
Anyone who previously engaged with your firm: dormant review clients, unconverted pension and investment enquiries, old seminar attendees, and lead-magnet or newsletter lists. We do not touch cold, bought data. If a contact never had a relationship with your firm, they do not go in the campaign.
Is this appropriate for a regulated advice firm?
The process is built for it. Messages go only to people who previously enquired with you or were clients, opt-outs are honoured, and you sign off every message before anything sends. The emails do not give advice or recommend products: they invite a conversation with you, and the advice stays where it belongs, in your meetings. Your compliance process can review everything before launch.
What response should an adviser expect?
Honestly: 1 to 3% of a cleaned list turning into real conversations is the typical band, with meetings coming from a slice of those. Anyone promising more is guessing. In advice the band is worth more than it looks, because one reactivated relationship can carry years of recurring value.
What does it cost?
Our headline model is pay-per-booked-meeting: you only pay when a qualified meeting lands in your calendar. No retainer, no setup fee on that model. Exact pricing depends on your list, and you get the numbers before anything goes live.
How long before meetings start landing?
Go-live is days, not months. Once we have your list and you have signed off the messaging, campaigns typically start within a week, and replies begin arriving as soon as the first sends go out. Meeting volume builds as the sequences work through the list.
Find out what your client book is hiding
One call. We look at your dormant contacts and old enquiries, tell you honestly what they can support, and give you exact pricing before anything goes live. If it is not worth doing, we will say so.
Book a call