Follow up campaigns for Liability Review referrals

Hello everyone-

Would anyone be willing to share the automations they use to follow up with clients referred for a Liability Review?

While I have great CRM campaigns for getting pre-approved to buy or refi, the messaging, value prop, and the desired amount of follow up seems pretty different for these client scenarios.

What is your system for reaching out to these clients to gather the Scenario Desk info, letting them know their value for doing this, and keeping the FA, EA, IA or CPA partner updated in a simple, consistent way?