Follow up cycles for Finance

4 replies
I'm working for a finance company now and I'm looking at our follow up cycle (which sucks) and designing a new one.

We send out physical application packs as well as emailing the packs and I want to ensure we get the highest number of packs back that we can using an extensive follow up cycle.

Do any of you have any experience with follow up cycles in the finance industry and want to share your approaches?

My initial thoughts are:

Application sent - email 1 day after - let them know the application pack is on its way + re-affirm why they wanted the product

Day 3 - they will have received the pack - let them know the pack will be on their doormat and a call to action

Day 4-11 - daily emails giving them value around finance + call to action + reaffirm

Then 1 email every 3 days in a simlar vein.


Using text messaging to backup the emails.
#cycles #finance #follow
  • Profile picture of the author theemperor
    I would call that a stalking cycle, not a follow up cycle.
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  • Profile picture of the author thegamecat
    Says the guy selling a registry cleaner

    Mike Filsaime is the biggest stalker surely, but it does work and it has been well tested - or he wouldn't do it.
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    • Profile picture of the author theemperor
      Originally Posted by thegamecat View Post

      Says the guy selling a registry cleaner

      Mike Filsaime is the biggest stalker surely, but it does work and it has been well tested - or he wouldn't do it.
      LOL I don't stalk anyone! People hunt me down for my reg cleaner.

      Robbing banks works too - it has been well tested over the years.
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      • Profile picture of the author sameberg
        Hi,

        This is Same Berg. I am a member of some financial communities. I would like to send you an article as a guest post (relevant to your site) Or we can direct go for link exchange. I have all good sites to give you the back link.

        It will be my pleasure if I can contribute some quality content. Please kindly let me know how and where should I send you the article.

        Waiting for your quick response.


        If interested please contact me at same(dot)berg149(at)hotmail(dot)com
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