Aspen builds and runs your follow-up workflows across your entire firm—from new leads and nurture sequences to annual reviews, referrals, and life event outreach. The agent ensures every touchpoint happens at the right time, so nothing slips through the cracks.
đź“‹ 34 attendees matched from registration list...
✉️ Personalized thank-you emails drafted for each lead
đź“… Meeting links included for interested prospects
🔄 5-touch nurture sequence activated for non-responders
đź“Š Tracking opens, replies, and booked meetings
Aspen runs your entire follow-up workflow—from identifying the right moment to sending, tracking, and adapting—so no prospect or client falls through the cracks.
Aspen detects key moments across your business—new leads, client milestones, annual reviews, RMDs, and more—then recommends and initiates the right follow-up automatically.
Aspen writes personalized emails and texts for each contact—tailored to the situation, the relationship, and the next best action.
Multi-step workflows run across email, SMS, and tasks—automatically, based on timing, behavior, and lifecycle stage.
Aspen monitors engagement and responses—then adjusts timing, messaging, and next steps to keep conversations moving forward.
Every prospect gets a consistent, personalized nurture sequence — the right message at the right time. No more leads going cold because you got busy.
Aspen keeps prospects engaged with value-driven touchpoints that build trust and move them toward a meeting — faster than manual follow-up ever could.
Personalized intro email
Day 1
Follow-up with value piece
Day 3
Case study + social proof
Day 7
Meeting request
Day 14
Annual Reviews
Automatically scheduled and managed—so every client gets their review on time, every year
Birthdays & Anniversaries
Never miss a personal milestone—messages and outreach handled automatically
RMD Reminders
Proactive outreach sent before deadlines—keeping clients informed and your firm ahead
Proactive Check-ins
Life events, market shifts, and seasonal moments—Aspen acts on them before you have to
Referral Requests
Well-timed, natural asks that turn satisfied clients into your strongest growth channel
Aspen runs every client touchpoint—annual reviews, birthdays, RMD reminders, check-ins, and referral asks—so nothing slips and every opportunity is acted on.
The result: higher retention, more referrals, greater wallet share—and clients who feel like they're your only client.
Aspen runs your sequences across prospects and clients automatically—so every follow-up, review, and outreach happens on time. These metrics show the system working, not just the results.
Meetings Booked
Response Rate
Referrals Generated
Client Retention
This is how your firm operates when Aspen is running your sequences — every relationship stays active, every touchpoint lands on time, and nothing requires you to remember.
Every prospect who raises their hand gets a timely, personalized follow-up — without you remembering to send it.
Annual reviews get booked automatically — clients receive reminders, and your calendar stays full.
Birthday messages, check-ins, and life event outreach go out before clients ever need to reach out to you.
Well-timed, thoughtful asks go out when the relationship is strongest — not when you remember to bring it up.
Every sequence, every touchpoint, every follow-up runs on its own — you just review and approve.
Prospects and clients alike stay engaged with consistent, relevant outreach — no one falls off your radar.
Aspen connects to your CRM, email, and calendar—so sequences run automatically based on real client activity, not manual triggers.
Every follow-up, every review, every client touchpoint—handled automatically. Your firm runs consistently, and every relationship is taken care of.
Sign Up