Free for advisors
20 follow-up messages for your clients
Birthdays, a new baby, PSLE, a plan about to mature, a client who went quiet. The message for each, ready to copy into WhatsApp. Fill in the name and send.
A taste of what's inside
Their child's birthday
Send: The week of the birthday
Hi [Name], isn't [child's name] turning [age] this week? Time really flies. Hope you all have a lovely celebration!
A plan is about to mature
Send: Two to three months before the date
Hi [Name], a heads up that your [plan name] matures on [date]. Worth thinking about what you'd like to do with the payout. Happy to go through the options with you before then.
No reply after a week
Send: A week after sending something, with no reply
Hi [Name], just checking this didn't get buried in your chats. Happy to go through it over a quick coffee if that's easier. And if the timing isn't right, that's completely fine too.
All 20 messages
After meeting someone new
- Thank them the same day
- Send what you promised
- No reply after a week
Birthdays and family
- Their birthday
- Their child's birthday
- A new baby
Big moments
- Their child starts Primary 1
- PSLE is over
- A new job
- Collecting the keys to a new home
- Their son enlists for NS
Policy dates
- Yearly review
- A plan is about to mature
- Premium due soon
- After a claim or a hospital stay
Keeping in touch
- It's been a few months
- Festive greetings
- Something they'd find useful
After they say yes
- Thank them for trusting you
- Ask for an introduction
Know an advisor who'd find this useful?
Send it to them, or to your team chat. It's free, and they don't need to sign up to read it.
Never miss the moment to send them
AdvisorKin remembers every birthday, policy date and what each client told you, then shows you on your Today screen who to message, with birthday and date messages drafted.
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