Original Question:

Wesley Raymond Ging asked:
“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.”

Answer:

If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time.

💡 Need a quick-start template?
👉 Grab our Email Swipe File for Aged Leads:
http://emailswipefile.live/

How to Build a Winning Workflow for Aged Leads

Step 1: Segment & Tag Your Leads

Before launching your workflow, organize your aged leads based on factors like:
✅ How old the lead is (e.g., 6 months, 12 months, 2 years)
✅ Where the lead came from (e.g., purchased list, old inquiries)
✅ Whether they engaged with you previously

📌 In Agent CRM, tag these leads so your automation can deliver the right messaging to the right group.

Step 2: Build an Automated Follow-Up Workflow

Here’s a simple 3-step automation you can create in Agent CRM to warm up these leads and move them toward conversion:

📌 Trigger: Contact is added to the “Aged Leads” list

📍 Day 1: First Email & SMS

  • Subject: Still interested?
  • Let them know you had spoken before and ask if they still need help.
  • Include a CTA (Reply “Yes” or book a call).

📍 Day 3: Value Email

  • Provide a quick tip or free resource related to your offer.
  • Keep it short and helpful.
  • Ask if they want more info.

📍 Day 7: Soft Offer Email & SMS

  • Give them a reason to act now (limited spots, updated rates, etc.).
  • Offer a low-commitment action (“Reply to this email” or “Grab a free quote”).

📍 Day 10: Last Chance Email

  • “If you’re still interested, I’d love to help—let me know!”
  • If no response, move to a long-term nurture sequence (e.g., once a month).

Step 3: Monitor Engagement & Adjust

✔ Track open rates, clicks, and responses
✔ Move engaged leads to a hot lead pipeline
✔ Remove unresponsive leads or send them to a long-term nurture campaign

Why This Works for Aged Leads

✔ Non-intrusive but consistent follow-ups
✔ Short and action-focused messages to re-engage interest
✔ Uses both email & SMS for better response rates
✔ Keeps your CRM clean by segmenting active vs. inactive leads

If you’re feeling stuck, grab our pre-written templates from the Email Swipe File and import them directly into Agent CRM:

👉 Download the Aged Leads Email Swipe File

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Generating Leads with Giveaway Funnels


Email, Software

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