If you’re looking to scale your business using Agent CRM, there’s one high-impact tool you can’t ignore:

Email + Text Campaigns.

These aren’t just “nice to have.” When used correctly, they:

• Convert more leads into appointments
• Boost show rates
• Increase client retention
• Free you from manual follow-up

The best part? Inside your Agent CRM account, these campaigns are already built for you. You just need to know where to look—and how to make them your own.

🧠 Behind the Scenes: Where These Campaigns Live

Everything starts in your Workflows (also known as Automations). This is the brain of your CRM, handling:

• What happens when a lead comes in
• When messages get sent
• Appointment reminders
• Consent follow-ups
• Even cross-sell offers

Go to your Automation tab → Open a Branning Bundle folder (like ACA, Medicare, Life Insurance) → and explore the numbered campaigns like 2.0 New Lead Campaign or 3.0 Lead Nurture.

✍️ Step-by-Step: How to Personalize & Review

Each campaign includes a mix of SMS and email messages that go out automatically based on triggers (like form submissions or new tags). Here’s what you should do with each one:

1. Click into the campaign and scroll through the steps
2. Open each SMS and Email
3. Review the content—especially the first SMS or welcome email
4. Personalize it:
   • Add a photo or selfie
   • Update your name or business details
   • Adjust the tone or voice
   • Add a quick video or intro message

🛑 Important: Some workflows are already published. If you apply the trigger tag (e.g. “New Lead”), messages may go out immediately. So it’s best to review first!

📸 Best Practice: Add a Selfie to Your First Text

One simple way to increase trust and connection right away?

👉 Add a photo of yourself to the first message.

Whether it’s a text or an email, showing your face adds credibility and builds instant rapport. You can easily upload an image inside each SMS or email step—then preview it by sending yourself a test message.

💌 Editing Emails: Logos, Colors, and Layout

If you’ve completed your Customizer settings, your logo and brand colors will already appear in the email templates.

But you can take it further by:

• Swapping out the header image
• Editing the email text
• Changing the subject line
• Adding a short welcome video
• Dragging in new elements (like buttons or testimonials)

Just be sure to click Save every time you make a change. If the visual editor isn’t loading, re-link the template using the search bar and connect it again.

🔁 Know What’s Happening at Every Stage

Each folder in the Branning Bundle represents a different part of your lead’s journey:

• 2.0 New Lead Campaign – Immediate response when a lead is captured
• 2.5 Lead Nurture – Messages to re-engage cold or aged leads
• 3.0 Appointment Reminders – Confirmations and reminders for booked calls
• 4.1 No-Show Follow-Up – Encourages rescheduling
• 5.0 Referral Request – Ask for referrals after a successful appointment
• 6.0 Cross-Sell Campaign – Upsell or introduce a new product
• 7.0 Renewal Campaign – Bring clients back for annual reviews

You can tweak each step—or leave them as-is and watch the magic happen.

📈 Scaling Isn’t Free—But It’s Worth It

Text messages cost about 2¢ per 160 characters, depending on your provider. But what’s the cost of a no-show? A cold lead? A missed renewal?

These campaigns were built to increase ROI. Every automation improves your conversion, show rate, or client retention. Personalizing the message just sharpens the edge.

✅ Your Next Steps:

1. Go to your Workflows tab
2. Open the bundle that matches your product (ACA, Medicare, etc.)
3. Click into 2.0 New Lead Campaign
4. Review every SMS and Email
5. Add your photo, tweak the message, hit Save
6. Repeat for 2.5, 3.0, 4.1 and more
7. Don’t forget to check triggers—know what will send and when

🎯 Final Thought

Personalized automation is how you scale with confidence.

Inside Agent CRM, we’ve already built the campaigns.
Now it’s your turn to make them yours—and unlock the results.

Let the system follow up for you, while you focus on growing your business.

Need help reviewing or customizing your Branning Bundles?
👉 Book a setup call and we’ll walk you through it.