Rekindle my listYour past clients still have the problem you solve.
The business you set up two years ago has grown past the plan you wrote. The proposal from last spring is sitting in an inbox under four hundred newer emails. They did not pick someone else. They got busy, and so did you.
Three groups, all of them already yours.
Past clients with a new season
Year end, a filing deadline, a launch, a hire. The reason to talk is on the calendar already.
Proposals that went quiet
Scoped, priced, never signed. A plain "where did this land" opens half of them.
Inquiries you never closed
They called, asked, and said they would think about it. They are still thinking.
When: Six to eight weeks before the deadlines your clients live by, and the month after a proposal goes quiet.
In your name, about their job, with one easy question.
This is the opener our professional services playbook starts from, and the follow-up two days later. Yours gets your name, your crew, and your words.
Opens with the work you did or proposed, in your name.
Never gives advice on their taxes, their books or their case by text.
Books a 15-minute call with the right person.
Keeps a deadline question moving to a person the same day.
Harbor & Lane Advisors
Hi Linda, it's Elena at Harbor & Lane Advisors. The work we did for you was built around the business you had then. How much has changed since?
2 days later
Linda, Elena at Harbor & Lane Advisors again. Deadlines have a way of arriving all at once. Fifteen minutes with the person who knows your file sorts out what needs doing now and what can wait. Want a time this week?
Example messages. The names are made up.
What a professional services list is usually worth.
Illustrative starting numbers, the same ones our calculator uses for professional services. Swap in yours and it recalculates.
Your professional services list is still warm. Let's find out how warm.
Fifteen minutes. Bring a rough count of your list and your average job, and we'll show you what it could be worth and how we'd run it.
No pressure. No obligation.