Customize Your Automated Cross Sells

Coaching Session: Dec 18, 2024 | Automated Cross-Selling Inside Agent CRM 🚀

In today’s coaching session, we took a deep dive into setting up and optimizing your automated cross-selling campaigns inside Agent CRM. Rather than focusing on big-picture strategies, we zeroed in on practical, step-by-step methods to “set it and forget it”—so you can keep nurturing client relationships and generating additional sales from your existing book of business.

We explored how to tailor these cross-selling sequences to your unique product lineup and how to trigger them automatically based on pipeline stages or by tagging contacts. Using examples like adding an indemnity policy after a Medicare sale, we demonstrated how to leverage Agent CRM’s Branding Bundles and pre-made marketing content to streamline your follow-up. We also covered how to enrich your campaigns with personalized emails, text messages, and even voicemail drops to keep you front and center in your clients’ minds.

📋 What You’ll Learn:

1: How to build and automate cross-sell campaigns within Agent CRM.
2: Using Branding Bundles to simplify setup and customization of your marketing assets.
3: Triggering campaigns automatically by moving clients in the pipeline or applying specific tags.
4: Incorporating a variety of communication channels (email, SMS, voicemail) to boost engagement and conversions.
5: Tailoring offers—like going from a Medicare sale to an indemnity policy—to increase client value.

🔗 Links Mentioned in the Video:

Online Voice Recorder: http://online-voice-recorder.com
Feedback: https://www.agent-crm.com/survey
Register for our next session: https://live.agent-crm.com/coaching

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