Prospect Follow-Up Automation Tool

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Prospect Follow-Up Automation Tool

Inspired by a conversation on:

The Perfect RIA

The Perfect RIA

Encore Episode: When Prospecting Goes Wrong

Host: Jamie Shilanski

Timestamp: 00:22:31 - 00:23:01

Listen to Episode • View Podcast • All Ideas from The Perfect RIA

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Feather Flow

Direct Quote

"If you pitched them, you wanted them as a client. If you wanted them as a client and they didn't say yes the first time, why are you stopping all the pressure now?"

Market Gap

Advisors fail to maintain engagement with potential clients after initial meetings.

After initial meetings with potential clients, many financial advisors fail to follow up effectively, leading to missed opportunities. Prospects may not be ready to commit immediately for various personal reasons, and advisors often neglect to maintain contact. This lack of engagement can result in prospects choosing other advisors who continue to nurture the relationship. Without a structured follow-up system in place, financial advisors risk losing valuable leads and potential revenue. An automated tool to manage follow-ups can ensure that advisors remain top-of-mind for prospects.

Summary

The idea is to create an automated tool designed for financial advisors that manages follow-ups with prospects after initial meetings. This tool would allow advisors to schedule reminders, automate email sequences, and track interactions with prospects, ensuring consistent communication. By providing resources or content that adds value to prospects over time, advisors can stay engaged and increase the likelihood of conversion when prospects are ready to make a decision. The tool could integrate with existing CRM systems to streamline the follow-up process and provide analytics on engagement effectiveness.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $7,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
7/10
Market Potential
9/10
Evidence
8/10
Overall
7/10
Found on September 19, 2025 • Analyzed on September 19, 2025 9:39 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
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I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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