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Agent library / Prospects and proposals / Lost prospect follow-up

Lost prospect follow-up

PitCrew finds prospects marked lost or gone quiet, reminds the advisor when it is time to check back and drafts a short note. The advisor decides whether to send it.

When it runsOn the schedule you set
Who approvesThe advisor
Works withCRM, Outlook
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Finds the prospectsMarked lost or with no activity for a set time
  2. Reminds the advisorWith the history of the conversation
  3. Drafts the noteShort and personal
  4. A person approvesAdvisor decidesSends, edits or skips

What it reads and what it produces

Reads

  • Prospect history in the CRM
  • Your follow-up schedule

Produces

  • Reminders to advisors
  • Draft check-in notes
  • Outcome recorded in the CRM

Rules it follows

  • Drafts, never sendsNotes go to the advisor's drafts.
  • Respects opt-outsProspects who asked not to be contacted are skipped.

Questions firms ask

Last updated: October 2026

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Prospects and proposals

See all of Prospects and proposals →

Inbound lead intakeLogs every website, phone or email inquiry, checks it against your minimums and drafts a reply offering a first call.Background and sanctions screeningRuns identity and sanctions checks on a prospect before you invest time, and logs every result.Risk profile scoringScores a completed risk questionnaire with your firm's method and flags answers that don't fit together.Prospect proposal from statementsReads a prospect's statements and builds the current versus proposed comparison for the advisor.Prospect pipeline reportCounts inquiries, meetings, proposals, closes and sources each week from your CRM.
Don't see your work?

We build it with you, from data access to the first production run in 5 working days.

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