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.

πŸ’‘ Need a quick-start template?
πŸ‘‰ 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:
βœ… How old the lead is (e.g., 6 months, 12 months, 2 years)
βœ… Where the lead came from (e.g., purchased list, old inquiries)
βœ… Whether they engaged with you previously

πŸ“Œ 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:

πŸ“Œ Trigger: Contact is added to the β€œAged Leads” list

πŸ“ 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).

πŸ“ 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.

πŸ“ 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”).

πŸ“ Day 10: Last Chance Email

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

Step 3: Monitor Engagement & Adjust

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


Why This Works for Aged Leads

βœ” Non-intrusive but consistent follow-ups
βœ” Short and action-focused messages to re-engage interest
βœ” Uses both email & SMS for better response rates
βœ” 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:

πŸ‘‰ 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