Make Email Your Best Friend

Following up with your prospects is one of the most important parts of your marketing mix, and email is the simplest and easiest way to follow up with prospects, new clients, and old clients. It's crucial that you send an email to every lead you purchase, and you are going to want to automate as much of this process as possible. Take the time to put together a thoughtful, well-worded email template to use. Here are some tips:

• Start with a warm opening like, “Thank you for your interest in my agency. I look forward to the opportunity to talk to you about a new policy.” Make yours as personal as you like, but keep it concise and to the point.

• No one reads long emails. Statistics from our research show that the longer your email is, the worse your conversion into sales rate will be. Keep it short and to the point.

• Include your full contact information.

• Let them know you will be calling them at some time in the near future.

Check and re-check your email for grammatical and spelling errors! Use a standard font like Arial or Times New Roman. Do not use custom fonts, do not use Comic Sans, and do not use odd coloring choices. These mistakes will make you come across as unprofessional.

Consider using a lead management suite to handle all the email delivery for you. integrates with most of the top lead management companies out there, such as, Agency IQ, Vertafore, ALISS, Typhoon, Mojo, Prospector+,, and many more. These companies will fully automate your email follow-ups and allow you to concentrate on running your business and closing sales.

If you would like more Expert Tips for Closing Like A Pro, download our informative white paper in the Marketing Categories.

Category: Marketing

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