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.
π‘ Need a quick-start template?
π 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:
β
How old the lead is (e.g., 6 months, 12 months, 2 years)
β
Where the lead came from (e.g., purchased list, old inquiries)
β
Whether they engaged with you previously
π 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
Hereβs a simple 3-step automation you can create in Agent CRM to warm up these leads and move them toward conversion:
π Trigger: Contact is added to the βAged Leadsβ list
π 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).
π 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.
π 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”).
π Day 10: Last Chance Email
- “If you’re still interested, I’d love to helpβlet me know!”
- If no response, move to a long-term nurture sequence (e.g., once a month).
Step 3: Monitor Engagement & Adjust
β Track open rates, clicks, and responses
β Move engaged leads to a hot lead pipeline
β Remove unresponsive leads or send them to a long-term nurture campaign
Why This Works for Aged Leads
β Non-intrusive but consistent follow-ups
β Short and action-focused messages to re-engage interest
β Uses both email & SMS for better response rates
β Keeps your CRM clean by segmenting active vs. inactive leads
If youβre feeling stuck, grab our pre-written templates from the Email Swipe File and import them directly into Agent CRM:
π 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:
- A Proven Workflow to Revive Dead Leads and Boost Revenue
- Ads Crash Course for Insurance Agents
- Quick Win Strategies for Insurance Agents
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
Generating Leads with Giveaway Funnels