Welcome to Agent CRM 🚀

Hey there — and welcome to Agent CRM!
I’m Will Winter, COO here at Agent CRM, and I’m excited to be your guide as you activate and onboard to this powerful new system.

Whether you’re here to generate more leads, automate your follow-up, or level up your client communication, you’re in the right place.

Let’s walk through how to get started.

Why You Probably Signed Up

Most agents who join us fall into one (or both) of these categories:

✅ You want new leads
✅ You want to automate your follow-up and improve your workflows

Agent CRM is built for both — and we want to help you get results quickly.

But first, let’s talk mindset.

The Learning Curve (And Why It’s Worth It)

Let’s not sugarcoat it:
Learning a new tool takes time.

Your first week might sound like:

“Where do I find that feature again?”
“This is powerful… but wow, there’s a lot to learn.”

Totally normal.

But here’s the thing:
If you power through the initial confusion, you’ll be operating at a higher level of business in no time.

📈 Leads will come in
📅 Appointments will book automatically
💬 Follow-up will happen without you lifting a finger

That’s the destination. Let’s help you get there.

🧠 Set Yourself Up to Win: Block Time to Learn

Before you dive into the system, open your calendar.
Schedule a consistent time block to watch training videos and complete the steps.

Even 30 minutes a day makes a big difference.
This is how you go from overwhelmed to in control.

Now, let’s walk through your onboarding hub.

🚦 Introducing The Activator

On the top left-hand side of your Agent CRM account, you’ll see a button labeled Activator.

Click it — this is your guided onboarding checklist.

The Activator breaks your onboarding into 3 easy phases:

🔧 Phase 1: System Setup

This is your foundation.

• Connect your Google Calendar

• Fill in your billing details

• Import contacts, assign a phone number, and more

Each step includes a “Watch Training” button that opens a YouTube video inside the platform.
You can move the video around and follow along while completing each task.

✅ After completing a step, check the box to track your progress.
You’ll always know what’s next.

☎️ Phase 2: Launch & Daily Use

Here’s where the action begins.

• Make phone calls

• Track policy sales

• Set up your calendar booking

• Run daily workflows

💡 These videos are regularly updated as we add features — so come back often to stay sharp.

🚀 Phase 3: Upgrades & Expansion

Once you’ve nailed the basics, it’s time to take things up a notch.

In Phase 3, you’ll:

• Activate AgentAI

• Set up your email sending domain for better deliverability

• Customize your call scripts and lead workflows

• Explore Agent CRM Pro for faster results

Some of these tools are free, others are Pro-level upgrades — but all are designed to make your system smarter and more effective.

💡 When Agent CRM Pro Might Be the Right Fit

If you’d rather not go it alone — or you want to fast-track your results — Agent CRM Pro may be for you.

With Pro, you get:

✅ Unlimited 1:1 calls with our team
✅ Expert support for ad setup, automation, and more
✅ Priority help unlocking features like AgentAI

👉 Learn more: agent-crm.com/pro

📲 Don’t Forget A2P Registration

If you want to text your leads (which you should!), you’ll need to register your business and phone number with the carriers.

We walk you through this process in Phase 1 of the Activator.

If you get stuck, we’ve got quick links and live help built in.

🎉 Final Encouragement: You’ve Got This

Take a deep breath.
You’re learning a powerful system — one that will save you hours each week, improve your close rate, and help you scale your business.

We’re excited to partner with you and help you succeed.

Welcome to Agent CRM.

Start your free trial → www.agent-crm.com
Need help getting set up? → live.agent-crm.com