Getting fresh, exclusive leads is a huge advantage, but turning those leads into booked meetings is where the real magic happens. When a household takes the time to build a plan, they are inviting you into a conversation. The question is how you follow up and keep that momentum going.
Planswell gives you a few simple, flexible ways to connect, depending on how you like to work and how much time you have. Here’s a look at four smart options to reach out to your households, and how to make the most of each one:
The moment a household finishes their financial plan, their information lands in your CRM. They have completed a detailed questionnaire, reviewed a personalized plan, and they are still thinking about their financial picture. This is the ideal time to pick up the phone.
You have everything you need to start a confident conversation: their name, a verified phone number, and their plan details. When you move quickly, you meet them at their highest point of engagement.
If you want to tighten up your delivery, the Sales Directory in Advisor HQ has tested scripts, proven objection handling, and a recommended outreach cadence that top advisors rely on. This is built from thousands of real calls and is ready to help you hit the ground running.
Speed matters here. The sooner you reach out, the better your odds of having a meaningful conversation and moving things forward.
After a household reviews their plan, they see a button to book a meeting with you right away. This gives them a clear path into your calendar without any guesswork.
These households are showing intent by scheduling immediately. Following up quickly helps reinforce that momentum and shows you are responsive.
If you are using Marketing Automations, Planswell sends follow-up emails to keep them engaged and nudge them toward booking. You can fine-tune how those emails behave through your Household Status settings to match your workflow.
When a household clicks to book, they are inviting you in. Make sure your calendar availability is up to date so they can actually find a time to connect.
If you are balancing a packed week or just want a smoother workflow, the Call Center can help. When enabled, the team reaches out to your households and books meetings right on your calendar.
They will contact households with a status of New, NA, or WIP. This means you stay in control by keeping your dispositions up to date. You will need an active Circle Automations subscription or a Scheduling Assistant add-on to turn this on, which you can do through your profile.
Every meeting booked through the Call Center includes a confirmation email for you and the household, a calendar invite, and an activity note in your CRM. Households even get reminder emails before the meeting.
Think of this as a supplement, not a replacement, for your outreach. Keep calling and following up while the call center supports you in the background. It is a reliable way to keep the pipeline moving even when you are busy.
If you want to scale your outreach even further, the AI Caller can help. This tool automatically calls households on your behalf using advanced voice technology, delivering a natural, human-sounding conversation. It uses proven scripts and objection handling strategies to engage prospects, confirm interest, and even book meetings for you.
You still see every interaction in your CRM, and you can follow up personally at any point. The AI Caller is designed to blend into your outreach strategy so you can focus on warm, high-priority conversations while it handles the first pass.
Think of it as a reliable assistant that works in the background, making sure no household slips through the cracks. It saves time, builds consistency, and helps you connect with more prospects without burning out.
There is no single best way to reach out to your Planswell households. Each of these four options supports a slightly different style, whether you want to call directly, let households schedule themselves, use the call center, or sharpen your skills with the AI caller.
Choose what works best for you, stay consistent, and make sure every plan that lands in your CRM has a clear path to a conversation.