One of the most common questions we hear from new users is: “I just signed up… now what do I do with all my contacts?”

We love this question—because it means you’re ready to start activating your database. You’re sitting on a goldmine of opportunity, and Agent CRM is built to help you turn that potential into appointments, referrals, and sales.

But not all contacts are the same. That’s why we’ve created specific automations and Branning Bundles to help you work smarter—not harder—with every part of your database.

Here’s a simple breakdown to help you decide exactly what to do next, based on the type of contact.

✅ What to Do With Current Clients

If someone is already a customer, your next goal is to strengthen the relationship and generate referrals. The best way to do that?

Add them to the 5.0 Referral Request workflow.

This automation sends a heartfelt thank-you message, followed by a request for a referral. It’s written in a way that feels personal and professional—no awkward “Can you send me people?” vibe.

🛠 Inside Agent CRM:

  • Head to Workflows > Search for “5.0 Referral Request”

  • Add your current clients manually or through a Smart List

  • Watch the referrals roll in!

📣 Pro Tip: Add a short video of yourself saying thank you inside the email or text—it humanizes your message and increases response rates.

🔄 What to Do With Past Clients

If you helped someone in the past but haven’t talked to them in a while, this is where the “Win Back” Branning Bundle Add-On comes into play.

This powerful re-engagement campaign is designed to:

  • Reintroduce yourself

  • Apologize for the lapse in communication

  • Invite them to reconnect

We’ve written the emails and texts for you—just plug it in and launch.

🛠 Inside Agent CRM:

  • Go to Click & Play Library > Branning Bundles Add-Ons > Choose “Win Back”

  • Import the snapshot into your account

  • Tag your past clients and start the campaign

These people already trusted you once. Let’s remind them why they should again.

🆕 What to Do With Current Prospects

Not all leads are created equal, and the age of the lead matters when deciding what workflow to use.

  • If they’re NEW (less than 90 days old): Add them to the 2.0 New Lead Workflow

  • If they’re WARM (more than 90 days old): Add them to the 2.5 Lead Nurture Workflow

These workflows are designed to do the follow-up for you—including text messages, emails, and even voicemail drops.

🛠 Inside Agent CRM:

  • Go to Workflows > [Pick the Branning Bundle] > Choose “2.0 New Lead” or “2.5 Lead Nurture”

  • Assign the appropriate trigger or manually add contacts

📣 Pro Tip: Make sure your Calendar is connected, so the automation can drive leads to book a call with you directly!

💤 What to Do With Old Prospects

Have a big batch of leads that never responded? Don’t delete them—reactivate them.

The Reactivation Branning Bundle Add-On was built for this exact scenario.

This campaign is designed to wake up leads that ghosted you. It uses a friendly tone, reintroduces your offer, and encourages them to book a call or respond.

🛠 Inside Agent CRM:

  • Go to Click & Play > Branning Bundles Add-Ons > Choose “Reactivation”

  • Import the campaign and tag your old prospects

  • Let the automation go to work

This is one of the highest ROI automations we offer—because you’re not paying for new leads, you’re just converting the ones you already have.

Final Thoughts

Agent CRM isn’t just a place to store your contacts—it’s a sales engine designed to help you turn every contact into an opportunity.

With the right workflow or Branning Bundle for each segment of your list, you’ll:

  • Build better relationships

  • Win back past business

  • Nurture your current leads

  • Revive old ones that felt dead

So don’t let your database sit idle.

Log into your Agent CRM account today, assign your contacts to the right automation, and let the system do the heavy lifting.

🚀 Ready to activate your database?
Sign up or log in at www.agent-crm.com and get started.

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