Most advisors know follow-up is where seminar leads turn into clients, yet it is also the work that quietly never gets done. In this demo, Aspen Agent builds a complete five-email follow-up sequence for prospects who attended a workshop, drafts every email, and drops in a self-booking calendar link, all in a couple of minutes.
Start with why someone became a prospect
The request is simple: a five-email follow-up sequence for prospects who attended a tax-in-retirement workshop at the Charlotte Public Library. The key to a great prompt is referring back to the reason someone became a prospect in the first place, whether that is an event, an email list, or any other entry point.
By calling back to the Charlotte Public Library workshop, the sequence feels personal and grounded in a shared moment rather than a generic blast. That context is what makes the rest of the work land.
The agent builds the whole sequence
Once the prompt is submitted, the agent does the work. It returns its reasoning for each email in the sequence so you can see why every touch point exists, and the best part is that it is already built. One click generates the full sequence, all referring back to the tax-in-retirement workshop.
Each email is polished and ready to send. It calls back to the Charlotte Public Library, references taxes and tax strategies, and includes a calendar link so prospects can self-book a meeting directly with the advisor.
Touch points that get meetings booked
Zoom out and you can see the sequence spread across multiple touch points over the first few days after someone becomes a prospect, timed to keep the firm top of mind without overwhelming anyone.
The output is twofold: it saves the advisor a large amount of time creating the follow-up, and it gets prospects to book meetings right on the calendar. That is the work, running on its own.
Frequently asked questions
- What does Aspen Agent do in this demo?
- It builds a complete five-email follow-up sequence for seminar leads, drafts every email, references the original workshop, and adds a self-booking calendar link so prospects can book meetings on their own.
- How does Aspen personalize the follow-up emails?
- The prompt references why someone became a prospect, in this case a tax-in-retirement workshop at the Charlotte Public Library, so each email calls back to that shared moment and the relevant tax strategies.
- How long does it take to build a sequence?
- Just a couple of minutes. Once the prompt is submitted, the agent generates the reasoning and the fully built sequence with a single click.
- How does Aspen help advisors get meetings booked?
- Every email includes a calendar link, letting prospects self-book a meeting directly with the advisor across a series of well-timed touch points.