Automatic follow-ups
NudgeNow sends the follow-ups advisors forget — the snapshot, the reminder, the birthday greeting, the policy review — and shows you who is due today. You decide the words; it keeps the time.
Free for 30 days · No credit card · ₱299/month after via QR Ph
Four kinds of email, all written for Filipino advisors, all sent as you. Only the funnel emails are on from day one — everything else waits for your switch.
The Coverage Snapshot the moment a lead finishes the Protection Check, one booking nudge the next day if they have not booked, the confirmation with the calendar invite, and a reminder on the morning of the call.
New lead, plan presented, meeting moved, gone quiet — each stage has its own short sequence of emails. Faster while it’s hot, slower as it cools, and it stops the moment the lead moves on.
Leads past their last step get one light email a month that suits the season — school fees in June, 13th month in December. Monthly for six, then quarterly, then yearly: it never fully stops, it just gets quieter.
A birthday greeting, a policy-anniversary note, and an annual-review invitation a month before each anniversary. A client with no birthday or policy date on file is quietly skipped.
Follow-up schedule · Met, no plan shown yet
Ana here — one thought on what we discussed
The number that surprises most people
Still thinking it over? One question
No pressure — keeping the door open
Every month after
Tuition season — the cover parents forget
13th month: the easiest month to start
Sent as you · replies land in your own inbox
Every template is yours to read and rewrite before a single one goes out.
Emails cover the leads who need a nudge. The ones who need you — a call, a Messenger reply, a document — show up on one list every morning: who to reach, why, and a ready message to send. Message copies the template and opens Messenger; Done lines up the next follow-up. Ten minutes a day is the whole method.
At 7:00 AM Manila the same list is already in your inbox as a digest, with the day’s meetings. And a lead nobody has touched for 30 days moves to Lost on its own — with an undo — so the list stays honest instead of growing forever.
Today
Saturday · 4 follow-ups · 1 meeting
Maria Santos
Prep / confirm FNA
Paolo Reyes
Proposal follow-up
Ana Dela Cruz
Birthday today 🎂
Miguel Tan · 3:00 PM
Clarity Call · 45 min
NUDGENOW
Magandang umaga, Ana! ☀️
You have 3 follow-ups and 1 meeting for today.
10:00 AM · Meeting with Carlo · Meet
Maria Santos — FNA follow-through
Jun Villanueva — Client care check-in
Lands 7:00 AM Manila, every day
The first year of a client relationship is where referrals and second policies come from — and where most advisors go silent. Record a client’s birthday and their policy details once, and NudgeNow keeps the calendar: a birthday greeting by email on the day, a premium-due reminder and a yearly policy review on your list, and an annual-review invitation sent a month before the policy anniversary.
Bring existing clients in from a spreadsheet with their policy dates and the reminders start right away — nothing to re-type.
How client emails work →The point of an automatic follow-up is that it does not read like one. A lead should answer a person, not a system — so the emails are built to disappear into your inbox thread, not stand out from it.
ALSO PART OF THE PLAN
Your financial advisor website →
Six templates, your own domain, live in minutes.
Your client funnel →
A two-minute quiz, a personal gap report, a booked Clarity Call.
All of it for ₱299 a month, free for 30 days — see the 15-minute setup.
Four kinds: the funnel emails (snapshot, booking nudge, confirmation, reminder), per-stage follow-ups for leads who have not decided yet, a light monthly keep-warm email, and client moments — a birthday greeting, a policy-anniversary note and an annual-review invitation. Everything except the funnel emails ships switched off until you turn it on.
No — you decide every send. Nothing goes out until you switch it on, a reply pauses that person immediately, every email carries a one-click unsubscribe that is honored forever, and leads who stay quiet get fewer emails over time, never more.
You. Your name and your photo, in your words if you edit the templates, with replies landing in your own inbox. Leads answer a person, not a system.
Free for 30 days · No credit card · ₱299/month after via QR Ph