Welcome back to our blog series dedicated to helping you upgrade your client acquisition. Today, we’re diving into a tactic that’s guaranteed to make your follow-up game stand out: adding a personal touch with follow-up texts. Why Adding a Personal Touch Matters Think about it…
Client Engagement
45 Articles
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Original Question: Charles Atkinson asked:“Will Agent CRM add a reputation builder?” Answer: Yes! Agent CRM already includes a built-in Reputation feature that allows you to request and manage reviews. You can access it by navigating to:📌 Settings > Reputation What Can You Do with Agent…
Original Question: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…
Original Question: Junior Lachtman asked:“Am I able to send bulk text messages? If so, how?” Answer: Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage…
Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Original Question: Larry Gatz asked us:“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.” Answer: Yes, you…