Original Question:

Christopher Duncan asked us:
“Is there a pre-made email campaign for new clients in the CRM?”


Answer:

While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly!

Check out the Email Swipe File, which includes high-converting email campaigns that can be directly imported into your Agent CRM account.

These pre-written emails help you:
Onboard new clients effortlessly
Nurture relationships with follow-up emails
Stay engaged with automated touchpoints

Simply import the swipe file, make minor customizations, and start sending professional emails in minutes!


More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:


Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Life Insurance Snapshot (“Branning Bundle”) on Agent CRM