[Infographic] The Agent's Guide to Onboarding New Clients

By Kelsey Rosauer on August 12, 2015 in Customer Experience

9 touches in 90 days infographic

Deliver an enjoyable experience to your new clients.

It's super exciting to sell to a new client knowing you're helping them meet their needs or goals. But don't let the excitement end there. Keep the relationship going strong with constant communication, showing you genuinely care about questions or concerns your new client might have.

How can you do this? The best way to maintain meaningful communication with all of your new clients without a lot of time or effort on your part is by setting up an automated email campaign.

Automated email campaigns can be set up as drip campaigns or based on triggers/behaviors. In the example I'm going to show you, the campaign will automatically begin with a trigger: the client going from "prospect/lead" status to "client" in your agency management system. Then, the campaign will continue to "drip" over a period of time. This example is based off Steve Anderson's "9 Touches in 90 Days", but you can use any time period that better suits your clients or that feels right to you.

We put together this infographic to help you understand and follow how the emails could be set up:

Email Campaign for Onboarding New Clients

Embed this Image On Your Site

For email campaigns like these to be successful, you should be maintaining your data within an agency management system that has email marketing capabilities. Check it out:

AgencyBloc agency management system crm

Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


Get FREE tools and insights from AgencyBloc delivered directly to your inbox.