Not every lead buys right away. Not every client stays in touch. But what if you could win back those lost opportunities and turn them into new business?
With Agent CRM’s new Win Back Campaigns, you now have a done-for-you solution to re-engage past clients and old prospects—without the guesswork.
These automated campaigns help you:
✅ Reconnect with past clients who haven’t heard from you in a while
✅ Follow up with old prospects who never made a decision
✅ Book more calls, close more deals, and increase revenue from your existing database
Best of all? These campaigns are completely free for all Agent CRM users!
✅ What Are the Win Back Campaigns?
Agent CRM’s Win Back Campaigns include two powerful automations designed to bring old leads and past clients back to your pipeline:
📌 Win Back Past Clients – A campaign designed to reconnect with customers who bought from you before but have since gone cold.
📌 Win Back Old Prospects – A sequence for following up with leads who never made a purchase, giving them another chance to say yes.
Each campaign is pre-built inside Agent CRM with high-converting email sequences that make reconnecting effortless.
✅ How to Use the Win Back Campaigns in Agent CRM
Step 1: Access the Win Back Campaigns
1️⃣ Log into Agent CRM
2️⃣ Click on Click & Play Assets in the menu
3️⃣ Look for the Win Back Campaigns and click Import
Once imported, the campaigns are ready to use instantly!
Step 2: Launch the Win Back Past Clients Campaign
This campaign is designed to re-engage customers who bought from you before but haven’t been in touch for a while.
📌 What This Campaign Includes:
✅ A re-introduction email reminding them who you are
✅ An apology for the lapse in communication (building trust)
✅ An invitation to book a call for a check-in
📌 Best Clients to Target:
🔹 Life insurance policyholders who haven’t reviewed their policy in years
🔹 Medicare clients who may need additional coverage or plan changes
🔹 Home & auto clients who are due for a policy renewal discussion
💡 Why This Works:
Past clients already know you, trust you, and have done business with you. Reconnecting at the right time can lead to policy upgrades, referrals, or renewals.
Step 3: Launch the Win Back Old Prospects Campaign
This campaign is built for leads that never converted—maybe they weren’t ready at the time, had objections, or simply ghosted you.
📌 What This Campaign Includes:
✅ A warm re-introduction email
✅ A reminder of past conversations
✅ A calendar invite to book a call and revisit their options
📌 Best Prospects to Target:
🔹 Leads who requested a quote but never moved forward
🔹 People who attended a webinar or consultation but never bought
🔹 Anyone who expressed interest but stalled in the decision-making process
💡 Why This Works:
Many leads who didn’t buy just needed more time. By reaching out again, you’re reminding them why they were interested in the first place.
🚀 Why These Win Back Campaigns Are a Game-Changer
✅ No More Lost Opportunities – You already spent time & money generating these leads—don’t let them go to waste!
✅ Effortless Automation – The pre-written email sequences do the work for you.
✅ Proven Strategy – These campaigns increase response rates and revive cold leads.
💬 “Try it out and let me know how well it goes! It’s going to make you money.” – Agent CRM Team
Start Using the Win Back Campaigns Today!
📌 Here’s how to get started:
✅ Log into Agent CRM
✅ Go to Click & Play Assets
✅ Import the Win Back Campaigns
✅ Launch them in minutes!
👉 Not using Agent CRM yet? Sign up for a 14-day free trial today at www.agent-crm.com and start winning back past clients and old leads instantly!