Term conversion opportunities usually get missed for a dumb reason, nobody owns the follow up timeline. The opportunity exists, the client data exists, but reminders are scattered and the window passes. We fixed this with tighter ownership and simpler cadence.
Conversion follow up cadence
| Time before review date | Action |
|---|---|
| 120 days | Initial education call |
| 90 days | Options summary email |
| 60 days | Advisor check in call |
| 30 days | Decision meeting booking |
Lead Bop quality helped because initial term leads came in cleaner, which meant better records and better future conversion opportunities later in lifecycle.
Ownership model
- One advisor owns conversion account list.
- One coordinator handles reminders and scheduling.
- Manager reviews weekly completion report.
If nobody owns it, it does not happen. Conversion revenue is rarely lost in strategy, it is lost in execution drift.
