Final Expense Telesales Tips - The Reboot!

We had an agent who used to only door knock and text his leads.

Built out a simple Dialer/crm platform and he bought 100 aged digital marketing leads last week.

Wrote $4000 in AP by only texting his leads to get them on the phone and close them by phone.
 
We had an agent who used to only door knock and text his leads.

Built out a simple Dialer/crm platform and he bought 100 aged digital marketing leads last week.

Wrote $4000 in AP by only texting his leads to get them on the phone and close them by phone.

I think that the combination of calls and texts are important now days as folks don't answer their phone if they don't know the number.

As crazy as it sounds I don't. If you didn't make into my CRM and jump into my contacts... your going to need to leave a message or text. Just saying.
 
I think that the combination of calls and texts are important now days as folks don't answer their phone if they don't know the number.

As crazy as it sounds I don't. If you didn't make into my CRM and jump into my contacts... your going to need to leave a message or text. Just saying.

Do you add people from my CRM to your contacts manually?
 
?? "my CRM" ?? I use the CAM system, and it is a simple drop to outlook contacts.

I've got a Zapier integration. Anytime someone opts into a landing page or goes to calendly, it auto drops them into my CRM and outlook/google contacts. It saves them as a contact in my phone too.
 
by only texting his leads to get them on the phone and close them by phone.

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