Investment advisors deliver onboarding video to 403(b) prospects

Advisors miss first contact with 403(b) prospects, causing stalled onboarding and lost early engagement. Send a personalized SMS with a short onboarding video so prospects hear from their advisor.

Overview

Missed first contact with 403(b) prospects stalls onboarding and cools initial interest. This workflow ensures advisors send a personalized onboarding video SMS after form submission, preventing duplicate texts and enforcing the advisor's evening send window. The result: faster first touch, consistent onboarding starts, and clear CRM send logs for auditability.

Notable Features

Send personalized SMS with video
Check outbound messages to prevent duplicates
Schedule sends in advisor evening window