If you’re new to Agent CRM, there’s good news—you don’t need to build a drip campaign from scratch. The 2.5 🔵 Lead Nurture workflow is already installed inside your Branning Bundle, ready to help you turn cold leads into clients with consistent, automated follow-up.
This campaign is the easiest way to stay top of mind, build trust, and close more sales—without lifting a finger after setup.
🔄 Why Drip Campaigns Matter
Timely, consistent follow-up is often the only difference between a missed opportunity and a booked appointment. Drip campaigns:
- Keep your name in front of leads over time
- Automatically send emails and texts based on a schedule
- Free up your day from manual follow-up
- Help you close more deals with less effort
🛠️ How to Activate the 2.5 🔵 Lead Nurture Campaign
• Step 1: Locate the Workflow
Go to:
Automations > Workflows
Find the one named:
👉 2.5 🔵 Lead Nurture
This campaign is already included in your Branning Bundle when installed.
• Step 2: Review & Customize
Click into the workflow to see the full sequence:
- Email and SMS steps
- Timed delays between messages
You can edit any step to match your brand’s tone, update product names, or personalize the content. No need to start from scratch!
• Step 3: Trigger the Campaign
Apply the 2.5 🔵 Lead Nurture tag to any contact—either:
- Manually through the contact profile
- In bulk using Quick Actions
- Or automatically with another workflow
Once the tag is applied, the sequence begins immediately.
• Step 4: Test & Monitor
Add yourself as a contact and apply the tag to test the campaign.
This ensures:
- Messages send on schedule
- Formatting looks great
- Timing works as expected
🛡️ Pro tip: Always test before going live with real leads.
🎥 Want to See a Walkthrough?
Check out:
Activator Tab > Phase 2 > “Launching Targeted Campaigns”
This video walks you through exactly how to launch pre-built campaigns like 2.5 🔵 Lead Nurture using tags.
✨ Pro Tip:
This workflow is already structured to nurture new leads effectively. Start using it today, then tweak the messages over time as your business evolves.
Need help customizing or connecting this campaign to a larger automation flow?
Our support team is happy to walk you through it—just open a chat from the Support Hub!
👉 Start your 14-day free trial and begin nurturing your leads on autopilot with zero guesswork.