Before you start using Agent CRM to generate leads and book appointments, there’s one critical setup step you can’t skip:
✅ Updating your Essential Automations

These automations are the brains of your CRM. They:

  • Route new leads to the right workflows

  • Send texts and emails automatically

  • Move contacts through the Branning Bundle campaigns

  • Help you follow up faster—without doing everything manually

Spending 15–20 minutes on setup now will save you hours later.

🧠 Why Automations Matter

Without updated automations:

  • Leads won’t get assigned

  • Messages may not send

  • Follow-ups could be missed

  • Campaigns might stall

That’s why your Essential Automations need to be configured as soon as your account is active.

✅ Step-by-Step: How to Update Your Essential Automations

• 1. Assign New Leads to Yourself or a Team Member

Go to:
Automations > Default Workflows > Needs to Update

Find the automations that handle new lead routing, and:
👉 Assign new contacts to yourself or a staff member
This ensures your name shows up in every communication and builds familiarity.

• 2. Update Lead Generation Triggers

Make sure new leads enter your system the right way.
Link your:

  • Facebook Lead Forms

  • Website forms

  • Third-party lead vendors

This connects the source to the right workflow—so every lead is followed up with automatically.

• 3. Personalize the 2.0 🟣 New Lead Campaign

Add your selfie, logo, or headshot to the text and email templates.
This small touch:

  • Makes your outreach feel more human

  • Increases open and reply rates

  • Builds trust with cold leads

✅ It’s one of the highest-converting tweaks you can make.

• 4. Review Core Campaigns

You don’t have to write anything from scratch—Agent CRM includes:

  • Appointment reminders

  • Onboarding workflows

  • Cross-sell campaigns

  • Renewal reminders

Just review the timing, message tone, and adjust the language to match your voice.

🎥 Want Step-by-Step Help?

Go to your Activator Tab > Phase 1
Watch:
👉 “Update Essential Automations”
This video walks you through exactly what to check and personalize before going live.

✨ Pro Tip:

Even if you’re short on time, don’t skip this step.
Updating your automations just once:

  • Prevents leads from falling through the cracks

  • Makes your follow-up look polished

  • Saves you from hours of future troubleshooting

Ready to Automate Like a Pro?

👉 Start your 14-day free trial
Then head to your workflows and knock out this essential setup checklist—it’s the fastest way to get your system ready to sell.


Campaign, Click And Play, FAQ, Getting Started, Marketing, Software

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