The library · Financial advice firms · Enquiries and follow-up

Follow up after silence

People go quiet because the cost worried them, a partner was unsure or the decision felt too big. With mortgages and tax year end there can be a real date behind the follow-up.

The prompt
I work in marketing at a financial advice firm. Help me follow up with someone who went quiet.

Context: People go quiet because the cost worried them, a partner was unsure or the decision felt too big. With mortgages and tax year end there can be a real date behind the follow-up.

Before you start, ask me for anything missing from this list:
- The original enquiry and our reply
- How long ago
- Anything new that is useful to them

Then:
1. Give a reason for writing that helps them.
2. Ask one easy question.
3. Write a final note that closes the loop politely.

Give me:
- A first follow-up
- A final follow-up

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Any deadline mentioned, such as a rate expiry, stated correctly
- Wording that puts pressure on someone to decide
- That we still have their agreement to be in touch

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Any deadline mentioned, such as a rate expiry, stated correctly
  • Wording that puts pressure on someone to decide
  • That we still have their agreement to be in touch

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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