What's in this pack
Prospect firm research brief
Feed a firm name, get a structured briefing for your first call
LinkedIn outreach sequence
Generate personalised connection requests and follow-ups for centres of influence
Nurture email sequence
6-email drip sequence for warm prospects not yet ready to commit
Proposal and suitability summary
Draft client-ready recommendation summary from fact-find notes
Client re-engagement letter
Reach dormant clients with context-aware, compliant re-engagement copy
Referral request to existing clients
Ask happy clients to refer prospects — compliant and natural
Adviser profile for website or directory
Write a bio that builds trust and explains your value clearly
Value proposition for referral partners
Explain to accountants and solicitors why you add value to their clients
Review meeting preparation brief
Pull together context before an annual client review
Soften the blow: communicating poor portfolio performance
Write a client communication explaining underperformance clearly and honestly
Onboarding confirmation and next steps email
Send a clear, professional welcome to newly onboarded clients
FCA-compliant disclaimer for client communications
Ensure all client-facing material meets Consumer Duty standards