Outreach system
Outreach mockups
Automated emails sent when advisors veer from their plan or show at-risk signals — each tailored to their track with real Fora resource links.
1
Agent detects risk
Behavioural signals trigger when an advisor misses sessions or goes quiet.
2
Track-matched email sent
The right email fires automatically based on their risk profile and barrier type.
3
Advisor chooses support
Sidekick, Forum, or email HQ — the advisor picks what works for them.
From Henley — schedule deviation trigger
From:Henley Vazquez <henley@foratravel.com>To:[Advisor Name] <advisor@email.com>Subject:We noticed you've gotten a little off track — here's how we can help
Fora
Hi [Name],
I'm Henley, one of the co-founders here at Fora. I wanted to reach out personally because I noticed you've drifted a little off your success plan recently — and I know from experience that this moment, right here, is actually the most important one.
Every advisor who's built something meaningful with Fora has had a moment where life got in the way of their plan. The ones who came out the other side didn't do anything dramatic — they just got back on track.
Here are a few resources that other advisors in your situation have found most helpful for getting their momentum back. I've picked them specifically because they're short, practical, and written for exactly where you are right now.
If you need to rearrange your schedule or shift your goal date, you can do that anytime in the Schedule section of your Portal. Your plan is flexible — it's designed to work around your life, not the other way around.
We're rooting for you.
— Henley
Co-founder, Fora
Resources for you
You're receiving this because you're a Fora Advisor. Questions? Email us at advisorsupport@foratravel.com
Fora Travel · 115 W 30th St, New York, NY 10001
Track-specific risk emails
All emails offer three support paths
✦
Ask Sidekick
AI assistant available 24/7 inside the Portal — answers specific questions in real time.
💬
Browse the Forum
Community of 30,000+ advisors. Search existing threads or ask a new question.
✉️
Email Fora HQ
Reach the team directly at advisorsupport@foratravel.com for anything that needs a human.