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Outbound: the agent calls

RRSP season calls to flagged clients

Every February, clients ask "is it too late?" a week after the date. She calls the households your advisors flagged in January, gives them the date your practice confirms, and books the call that matters.

When it starts

Clients your advisors flag for an RRSP or spousal RRSP conversation, ahead of the contribution date.

What the agent does

Calls with the date, books a short call with the advisor, answers "is it too late?" inbound too.

What your team gets

Contribution conversations booked before the date, not the week after.

How it works

  1. Starts from the flags

    The households each advisor marked for an RRSP talk, from your CRM. She never picks clients on her own.

  2. Calls in January

    With the date your practice confirms for this year's contributions, said plainly.

  3. Books the short call

    Fifteen or twenty minutes with the advisor, by phone, before the date.

  4. Handles "is it too late?"

    Clients who call in get the same date, and a call with the advisor if there's still time.

  5. Collects the paperwork

    Their latest notice of assessment by upload link, which the advisor uses to see the room left.

  6. Reports the season

    Households called, calls booked and clients who said no thanks, by advisor.

Example call

  1. AI agentHi Mr. Nakamura, it's Emma from Harbourview Planning. Mr. Doucette asked me to set up a quick RRSP call before this year's date. Got a minute?
  2. CustomerSure. When's the deadline this year?
  3. AI agentContributions for last year have to be in by March 1st. He'd like 15 minutes with you before then. I have Thursday at 12:30 or Monday at 4.
  4. CustomerMonday at 4.
  5. AI agentBooked. Could you upload your latest notice of assessment? It shows your contribution room. I'll text the link.
  6. CustomerWill do.

After the call: Mr. Doucette has Monday 4:00 by phone with Mr. Nakamura, the notice of assessment arrives the same evening, and the call shows on the season report as booked.

What your team gets

  • RRSP calls booked with the households advisors flagged
  • The contribution date given in your practice's own words
  • Notices of assessment collected ahead
  • "Is it too late?" callers booked while there's time
  • A season report by advisor
Set up with you: The team sets up a connection to your CRM for flagged households, the advisors' calendars and your upload link, and loads the contribution date and wording your practice confirms each year.

Questions

Will she tell clients how much to put in?

No. She books the call with the advisor, who looks at their room and their plan.

Who decides who gets called?

Your advisors. She only calls households they flag.

Can she give the contribution date?

Yes, the date your practice confirms for the year, read the same way to every client.

Hear it on your phone

Request a demo call and the agent phones you, set up for financial planners like yours.

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