by Jody Learn
Most advisors are great in the room. It's the in-between that costs them.
The lead who never heard back. The client who said "I'll send my numbers over" and went quiet. The follow-up that slipped. Mark where your practice stands at each stop, then book a free 15-minute check and I'll send you the full map.
Free. No pitch on the call. The map is yours to keep either way.
Your in-between map
- Yes, every time
- Sometimes
- No
- FoundWhen someone searches your name, they find a profile with reviews.
- EnquiriesInterested people have an easy way to leave their details, not just your phone number.
- First responseA new enquiry hears back the same day, even when you're in meetings.
- BookingPeople can book a time with you without back-and-forth, and they get a reminder.
- Before the meetingYou know the basics of their situation before you sit down.
- After the meetingThey get a recap, and they send what you need without being chased.
- PaperworkA client's details are all in one place when you need them, not scattered across emails, texts, spreadsheets and PDFs.
- Staying in touchPeople who said "not yet" and past clients hear from you again, and happy clients get asked for referrals.
Mark each stop to see where people may be dropping off.
What you get from the check
I walk one imaginary lead through your practice, stop by stop, and mark where they could fall out.
A one-page map
All 8 stops marked green, yellow or red, with one line on why. Sent the same day.
What to fix first
The top three gaps in order, so you know where to start instead of trying to fix everything.
One fix you can do yourself
Something free you can switch on this week, whether we ever work together or not.
How it works
- 1
Answer 5 quick questions and pick a time
About two minutes, and it saves half the call.
- 2
We talk for 15 minutes
You walk me through what happens after a new lead comes in.
- 3
You get your map the same day
One page, plain English, yours to keep.
Book your in-between check
I do five of these a week so each one gets proper attention.