One on One Activities to Generate Opportunity
If you don't want to download a list.... Edit that list... Build out an entire drip campaign for it.
You can ALWAYS do one on one activities.
No need to plan out a whole drip sequence.
No need to get really involved.
You want to reach out to 5 auto no home customers every day and prompt the opportunity to bundle the account? Easy.
Want to hit 5 no life opportunities every day? Simple.
You can do this with ANY type of activity.
Old school agency leaders used to promote a strategy, it still works today, it just takes consistency.
It's the 5/5/5 rule. You can manipulate this in a ton of ways. But the point is:
Every day you send out 5 new outbound prospecting
Every day you follow up on the 5 from the week before
Every day you do 5 touches on an account for no reason.
So on Monday, you send 5 new outbound prospecting activities to 5 auto no home customers, you follow up with the 5 from the previous Monday that didn't reach back out, and touch 5 customers with a "just checking in". Then Tuesday you do 5 new, reach out to the 5 from the previous Tuesday you didn't hear from yet (maybe you talked to 3 of them so you hit 2). And continue this every day.
But use ANY list you want. And follow these steps.
You can make your life easy by having templates set up.
Or one step drips built... really a few ways to do it. So use the buttons to try one of these strategies with any of your lists. ANY OF YOUR AMS REPORTS.