In this article, you will learn:
50% of leads are qualified but aren't immediately ready to buy something from you
Awareness
- Tipsheet / Videos from the Agency
- Blog posts on general industry trends, tips & advice
- Monthly email newsletter
- Introductory or general industry whitepaper
- Introductory eBook
- Checklist
- Infographic
- Slideshow
- Podcast
- Guide, tutorial, or walkthrough
- Interview with industry leaders Data visualization
Consumers in the awareness stage are still performing preliminary research.
Process
- Consolidate all contacts from Lead capture to leads in Contacts
- Segment the list by adding tags to each of them –eg LOB, source, topics, etc. Decision Maker, Influencer, or user.
- Determine and tag which stage of sales funnel they belong for relevant approach
- Build a monthly content plan – 1 email per week
Active Nurture (Immediate)
- Welcome
- Value #1
- Tips/Hints
- Value #2
- Case Study
Passive Nurture
- Newsletter
- Product Updates
- Educational Content
Setup Automation!
Email/Text Automation is one of the easier and highest ROI initiatives that an agency can do. Some of this automation can be set up at Agency Level by the Admin and other ones can be managed individually by each Producer/Agents
Admin:
| Birthday (All Contacts) |
| Holidays (All Contacts) |
| Anniversaries (All Contacts) |
| Welcome Client (Active New) |
| App Download (Active New) |
| Referral Request (New) +14 day |
| Policy Review (Active) |
| Google Review (Active) |
Setup a Single Contact Drip (SCD)! For Pipeline:
| First Contact: Follow up until connected |
| Quoting: Follow up waiting for quote |
| Proposal: Follow up until final disposition |
