Original Question:
Art Somma asked us:
“Looking to see who is using the free giveaway funnel but to their own current clients. If so, how do you market to them?”
Answer:
Many agents successfully use the Giveaway Funnel as a way to stay engaged with their current clients. This strategy keeps your brand in front of them, builds goodwill, and even creates opportunities for more referrals.
If you want to market the Giveaway Funnel specifically to your existing client base, consider these outreach methods:
- Email Campaigns – Send a broadcast email to your client list inviting them to participate.
- Text Messages – Reach out to past clients directly via SMS with a simple message and a link to the giveaway.
- Facebook Posts – Announce the giveaway on your business page and engage with clients in the comments.
- Postcards & Mailers – Send a physical invitation with a QR code or link to the giveaway page.
Automating the Follow-Up
To make the most of this campaign, ensure you have triggers set up inside Agent CRM that notify you when a client enters the giveaway. This provides a great opportunity to call them, check in, and build stronger relationships.
Using the Giveaway Funnel for Referrals
Art Somma followed up with:
“Awesome! Thank you! So when they go to the giveaway, is it just to put in a chance to win? Do they use it when they give a referral? I was on a Zoom call and heard some use it for clients to give referrals. Can you give your input on both ways it’s used for current clients?”
The Giveaway Funnel can be used in two main ways:
- As an Exclusive Client Contest
- Run the giveaway only for existing clients to keep them engaged.
- The exclusivity makes it fun and builds stronger connections.
- As a Referral Incentive
- Instead of a giveaway, offer an immediate reward (such as a gift card) when a client refers someone.
- This method works best when clients know exactly what they’ll get in exchange for their referral.
- While a giveaway works for engagement, a guaranteed reward tends to generate more referrals.
By structuring your Giveaway Funnel correctly, you can use it to keep clients engaged, encourage referrals, or both!
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- A Winning Marketing Strategy for T65 Leads
- Step-by-Step Guide: Following Up with Facebook Leads Interested in Annuities
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
Generating Leads with Giveaway Funnels