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    Fig6 for advisory firms

    Stay relevant to your market. Never miss the moment a client becomes ready.

    Advisory relationships are won over long time horizons. A potential client who is not ready today may be ready in six months when a leadership change, a market shift, or a business challenge creates urgency. Fig6 continuously monitors these changes and surfaces the right moment to re-engage — before the potential client has started looking elsewhere.

    Built for organizations that depend on timely, contextual communication.

    Signals Fig6 monitors for you
    Leadership changes
    Business challenges
    Strategic announcements
    Regulatory developments
    Funding events
    Market shifts
    Executive transitions
    Board changes
    The problem today

    Most advisory opportunities are missed, not lost.

    Advisory relationships are won when the timing is right. A potential client who declined a conversation six months ago may be ready today because something changed — a new challenge emerged, a leadership transition created uncertainty, a market event made the need urgent. Most advisors have no systematic way to monitor these changes and re-engage at the right moment. Opportunities are missed because the advisor was not watching when the moment arrived.

    Step 01

    Define your universe

    Define the organizations, executives, and sectors that represent your potential client base. Fig6 monitors this universe continuously for changes that create advisory demand — not just once, but on an ongoing basis as situations evolve.


    Step 02

    Moment identified

    A relevant change occurs — a new CEO, a strategic announcement that signals a need for outside counsel, a regulatory challenge, a market event that creates uncertainty. Fig6 identifies the moment and researches the updated context automatically.


    Step 03

    Outreach drafted

    Fig6 drafts a timely, contextual outreach built from the specific change that created the opportunity. The message feels natural because it is grounded in what actually happened — not a scheduled touchpoint that lands without context.


    Step 04

    You decide whether to send

    Review the draft and the context that triggered it. Adjust if needed. Approve and send. Fig6 handles follow-up and reply management. You focus on the conversations that respond.

    Scenarios

    How it works in practice.

    Opportunity monitoring

    Re-engaging potential clients at the moment of change

    A management consultant monitors a universe of 200 potential client organizations. When a new CEO is appointed at a company they have been tracking, Fig6 surfaces it immediately with a drafted outreach tailored to the leadership transition — reaching them at the moment an outside perspective is most valuable and most welcome.

    Relationship maintenance

    Staying relevant to relationships that have gone quiet

    An executive coach monitors former clients and warm contacts for moments to re-engage naturally. When a contact receives a promotion, makes a career transition, or their organization faces a public challenge, Fig6 drafts a timely note that feels personal and relevant — not a scheduled check-in that arrives without context.

    New client prospecting

    Finding clients whose situation signals advisory readiness

    A strategy advisor defines the profile of an ideal engagement — company stage, sector, type of challenge. Fig6 monitors for organizations whose current situation matches that profile and drafts outreach tailored to their specific context. Not a cold introduction — a relevant conversation at the right moment.

    “Fig6 ensures advisory firms never miss the moment a potential client becomes ready — by continuously monitoring the situations of the people and organizations that matter most and surfacing the right moment to reach out.”

    The right conversation with the right potential client at the moment they are most ready to have it.
    Early access

    Never miss the moment a client becomes ready.

    Early access is open. Join the waitlist and we will reach out to discuss your advisory practice, the types of signals most relevant to your market, and the right monitoring configuration for your client universe.

    Built for organizations that depend on timely, contextual communication.

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