Retouch: Find lost opportunities

The chance to revisit a dormant relationship is just as valuable as starting a new one.  During the course of your career, you will meet 1,000's of potential clients.  For some of them the fit will be wrong, but for many of them it's more of a question of timing than of fit.   Reaching them with the right content can make all the difference for bringing them back into orbit with you.

Ravenswood Planning keeps an extensive CRM.   Every single person met by the firm's founder Ray Degler over the last five years has been logged into their CRM!  Recently they began a process of deciding what to do about reaching out to this extensive list of contacts.

As they kicked off the process of selecting a strategy for reaching back out to dormant CRM contacts, they met Harbor at a financial planning conference.  

Ray appreciated Harbor's technology as a low-pressure way to retouch prospects, delivering them value in the process.  Harbor's technology gives the consumer a crash course in financial advice and their financial readiness, and offers them options for working with Ravenswood on implementing their plan.

Retouch with Harbor

Retouch your business

Installing Harbor on your website takes less than a day, but can make an overnight difference in attracting the attention of clients and prospects.  Get in touch with info@harborplan.com for a demo of Harbor's capabilities.