Summer is officially here and so are your new leads.
Whether you just grabbed a summer bundle or you’ve got a growing list of prospects sitting in your CRM, the biggest opportunity right now isn’t in getting more leads. It’s in making the most of the ones you already have.
And here’s the good news: summer doesn’t have to be slow.
While other advisors hit cruise control, you have a chance to build real momentum with a follow-up plan that’s simple, repeatable, and easy to stick to. Even if you’re squeezing it in between patio lunches and long weekends.
Let’s break it down.
Speed matters. Whether it’s your first summer bundle or your fiftieth, the sooner you reach out after a household is delivered, the better your odds of connecting.
Try to contact each new lead within 24 hours of receiving it. A quick, personal message shows you’re on top of things and puts you ahead of the advisors who wait until next week.
If you’re calling, keep it short, friendly, and focused on value.
If you’re texting, confirm you’re a real person and offer something simple, like a quick check-in.
If you’re emailing, use a casual tone and keep it under 75 words.
Example:
“Hey [Name], I saw your plan come through and wanted to personally follow up. Let me know if you’d like to hop on a quick call this week. I’ve got a couple of spots open.”
If they don’t respond right away, don’t panic. And definitely don’t give up.
Here’s a simple summer-friendly schedule you can use:
That’s it. Four light touches over 10 days. You stay top-of-mind without overwhelming anyone.
People are busier and more distracted during the summer. They’re not ignoring you. They’re just in vacation mode. Your follow-up plan helps keep the door open for when they’re ready.
If your message starts to sound like a sales pitch, you’ll lose them.
Focus on what they’ll get out of a quick call or review. Keep the spotlight on them.
Try saying:
You’re not closing the deal here. You’re starting a real conversation.
You don’t need anything fancy. Just tag each contact in your CRM and make a quick note of when and how you last reached out.
This keeps you organized and makes sure no one slips through the cracks. A few minutes of tracking each day saves a lot of follow-up confusion later.
If you’re using Planswell’s free CRM, this part’s easy. Just update your notes and use filters to keep things clean and simple.
Summer leads aren’t just for now. A strong follow-up now creates a warm, engaged pipeline that’s ready to convert as fall approaches.
A quick call this week might turn into a full planning meeting next month. Or a referral in six. You’re not just filling your calendar—you’re building momentum.
This season can either be a lull or a launchpad. It all depends on your follow-up.
With a simple plan, a few well-timed messages, and a little consistency, you can make this your best summer yet for prospecting. And you don’t need to burn out to make it happen.
So grab a cold drink, open your CRM, and start reaching out. The advisors who stay active now are the ones who finish the year strong.
And if you haven’t grabbed your summer bundle yet, now’s the time. You’ll get 10 exclusive households at 50 percent off.
Claim yours here.