The Prospecting Referral Partners Campaign in Agent CRM’s Click & Play Library is a powerful tool to build and nurture relationships with referral partners. By customizing this campaign, you can tailor your outreach to specific professionals, ensuring your communication is both effective and engaging. Here’s how to access, edit, and optimize this campaign for your needs.

Why Use the Prospecting Referral Partners Campaign?

  • Expand Your Network: Connect with professionals who can refer potential clients to you.
  • Automate Outreach: Save time by automating your communication process.
  • Personalized Engagement: Build stronger relationships with targeted and relevant messaging.

Step-by-Step Guide to Editing the Campaign

1. Request the Campaign

  1. Visit Click & Play

  2. Locate the Campaign in Agent CRM

    • After it’s added to your account, navigate to Automation >> Campaigns to find it.

2. Customize the Campaign Messaging

  1. Edit Emails and Texts

    • Open the campaign and review the pre-written email and SMS templates.
    • Personalize the language to reflect your tone and goals.
    • Include placeholders like {{contact.first_name}} for personalized messages.

    Example Email Template:

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    Hi {{contact.first_name}}, I specialize in helping clients with [specific service]. I’d love to connect and explore how we can collaborate to benefit our clients. Let’s set up a time to chat! Best, [Your Name]

  2. Add Value

    • Include examples of how you’ve successfully worked with referral partners in the past.
    • Offer a resource, such as a free guide, to establish credibility.

  3. Include Your Contact Information

    • Add your name, phone number, and a calendar booking link for easy follow-ups.

3. Adjust the Campaign Settings

  1. Set Up Timing

    • Review and adjust the timing between messages to ensure they are appropriately spaced.

  2. Add Follow-Ups

    • Include multiple touchpoints to stay top-of-mind with referral partners.

  3. Tag Leads

    • Use tags like “Referral Partner Prospect” to organize and track campaign participants.

4. Test the Campaign

  1. Run a Test

    • Add yourself or a team member as a contact and run the campaign to see how it flows.

  2. Check Messaging

    • Ensure all messages are formatted correctly and custom fields populate as expected.

5. Launch and Monitor

  1. Activate the Campaign

    • Once you’re satisfied with the edits, activate the campaign.

  2. Track Engagement

    • Use Agent CRM’s analytics to monitor response rates and adjust the campaign as needed.

  3. Follow Up Manually

    • For highly interested referral partners, add a personal touch with a phone call or in-person meeting.

Pro Tips for Success

  • Focus on Collaboration: Highlight mutual benefits and shared goals in your messaging.
  • Refine Your Target Audience: Use filters to ensure the campaign reaches the most relevant professionals.
  • Stay Consistent: Regular communication builds trust and strengthens relationships.

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

Learn More

Discover additional resources to enhance your Agent CRM campaigns:

Also be sure to check out our Youtube Channel for more helpful resources:

Bonus Resource: Watch and Learn

 

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