Find out why people did not go ahead

I work in marketing at a financial advice firm. Help me ask people who did not go ahead why.

Context: The usual reasons are cost, confusion about fees and a feeling of not having enough money to be worth advising. Firms seldom ask.

Before you start, ask me for anything missing from this list:
- Who they are and what they enquired about
- What we most want to learn

Then:
1. Write a short, kind note with no sales pitch.
2. Ask three questions, one of them open.
3. Tell me how to group the answers.

Give me:
- The email
- Three questions
- A simple way to tally replies

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:
- That these people agreed to further contact
- No reference to the financial details in their enquiry
- Where replies are stored and who can see them