How to Customize the Checking In On Quote Campaign in Agent CRM

The Checking In On Quote Campaign from Agent CRM’s Click & Play Library helps you follow up with prospects who have received a quote but haven’t yet moved forward. By customizing this pre-built campaign, you can ensure timely and personalized communication to convert these leads into clients. Here’s how to access, edit, and make the most of this campaign.

Why Use the Checking In On Quote Campaign?

• Increase Conversions: Re-engage prospects who may need a gentle reminder or more information to make a decision.
• Save Time: Automate follow-ups instead of manually tracking each prospect.
• Stay Top-of-Mind: Build trust with consistent and professional communication.

Step-by-Step Guide to Editing the Campaign

1. Request the Campaign

1. Visit Click & Play

   • Go to http://clickandplay.live/ and request the Checking In On Quote Campaign.

2. Locate the Campaign in Agent CRM

   • Once the campaign is added to your account, navigate to Automation >> Campaigns to find it.

2. Customize the Campaign Messaging

1. Edit Email and Text Templates

   • Open the campaign and review the pre-written messages.
   • Tailor the language to align with your tone and brand.
   • Include placeholders like {{contact.first_name}} for personalization.

   Example Email Template:

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   Copy code

   Hi {{contact.first_name}}, I wanted to follow up on the quote we shared recently. Do you have any questions or need more details? I’d love to help you take the next step. Looking forward to hearing from you! - [Your Name]

2. Include a Call-to-Action (CTA)

   • Add clear instructions for the prospect, such as:
     • “Reply to this email or text with any questions.”
     • “Click here to schedule a call: [Your Booking Link].”

3. Add Value

   • Share a quick tip, client success story, or additional resource to show your expertise and build trust.

3. Adjust Campaign Settings

1. Timing and Frequency

   • Review the timing of messages and ensure they are spaced appropriately (e.g., 24–48 hours apart).

2. Add Follow-Up Steps

   • Include multiple touchpoints, such as:
     • An initial follow-up email or text.
     • A reminder after 3–5 days.
     • A final check-in offering assistance.

3. Tag and Segment Leads

   • Use tags like “Pending Quote Follow-Up” to organize leads and track their progress through the campaign.

4. Test the Campaign

1. Run a Test Contact

   • Add yourself or a team member as a test contact and start the campaign to verify how the messages flow.

2. Review Customization

   • Check that all placeholders (e.g., {{contact.first_name}}) populate correctly and that links work as intended.

5. Launch and Monitor

1. Activate the Campaign

   • Once all edits are complete, activate the campaign.

2. Track Performance

   • Use Agent CRM’s analytics to monitor open rates, responses, and conversions.

3. Refine Based on Feedback

   • Make adjustments to messaging or timing based on how prospects respond to the campaign.

Pro Tips for Success

• Be Persistent but Polite: Follow up multiple times without overwhelming your prospects.
• Provide Clarity: Ensure your messages answer common questions about the quote and next steps.
• Offer Support: Let prospects know you’re available to assist with any concerns or details.

For more tips, check out our blog on Communicating with Leads​.

Learn More

Explore additional resources to optimize your CRM workflows:

• How to Launch An Ad – Workflows
• How to Manage Leads by Adding Them to Pipelines
• Branning Bundle for Medicare Agents: Automate and Grow Your Business

Also be sure to check out our Youtube Channel:

• What Can Agent CRM Do?

Bonus Resource: Watch and Learn