As far as automation, I find the automation described in the link an overkill when it comes to scheduling, reminders, etc. Most appointments I make call me via mailers, referrals, etc and I close them in the first call so it isn't as necessary in my line of business.
I usually try to do a 3-5 to 1 ratio of general info/family updates to sales offers. My sister just started and most of my clients ( about 1500 or so on this list along with about 100 of the other 2 brokers) dont know my sister works with me and is an attorney so that would be a conversion opportunity.
So do you guys think it is OK to have this general newsletter go to all 3 brokers clients (me brother sister) and keep it under an agency voice? My concern about doing individual ones is that it wouldn't get done consistently by all 3 producers.
Thanks for the feedback. Had a few email responses from clients and a facebook review already!
I usually try to do a 3-5 to 1 ratio of general info/family updates to sales offers. My sister just started and most of my clients ( about 1500 or so on this list along with about 100 of the other 2 brokers) dont know my sister works with me and is an attorney so that would be a conversion opportunity.
So do you guys think it is OK to have this general newsletter go to all 3 brokers clients (me brother sister) and keep it under an agency voice? My concern about doing individual ones is that it wouldn't get done consistently by all 3 producers.
Thanks for the feedback. Had a few email responses from clients and a facebook review already!