DRIP MARKETING CAMPAIGN TEMPLATE SCRIPTS

Document Sample
DRIP MARKETING CAMPAIGN TEMPLATE SCRIPTS Powered By Docstoc
					           DRIP MARKETING CAMPAIGN TEMPLATE & SCRIPTS

Below is a sample Drip Marketing Campaign email template. The scripts that follow
should be applied to a professional looking template from a commercial CRM
system rather than using generic text email such as gmail.



    Sample Automated email Template from a commercial CRM system:




  Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                   www.Adovio.com ■ info@Adovio.com
                                        Drip Marketing Campaign
                                        Email and Phone Scripts


                                                     Day 1
Sample email Script

 Dear Email
      Janet,   #1

 Thank you for your interest in solving your insurance needs by using information and quotes
 from <agency name>.

 To continue to help you with this process, I will be calling you shortly to discuss your insurance
 needs in greater detail and to help you select the best plan for you!

 In the meantime, we have provided a list of the top plans from the most reputable insurance
 companies licensed to provide insurance products in <the lead’s state>. To get started, please
 click the link below to view these quotes.

 Let's connect as soon as possible to sort through all of the options available to you and identify
 the plan that best meets your needs and your budget.

 I’m personally committed to helping you make the make the best decision for you or your family!

 Please feel free to contact me by replying to this email or calling <(800) 555-1212>.

 Best Regards,

 <Your name>
 Your Personal Insurance Advisor




Sample Voicemail Script

 “Hi Janet, This is Mike. I’m calling from <agency name>. You were on our website
 earlier today looking at insurance quotes. I have been assigned as your personal advisor.
 We represent only A-rated insurance companies licensed in <the lead’s state> and all
 of our services are free to you to help narrow down your search. Please call me at your
 earliest convenience at (800) 555-1212. I look forward to talking to you soon.”




         Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                          www.Adovio.com ■ info@Adovio.com
                                                   Day 1
Sample Phone Script
(This sample can be used any time you reach your prospect):

“Hi, may I speak with Janet.”

“Hi Janet, this is Mike from <agency name>. You were on our website earlier today
<yesterday, two days ago, a week ago, etc.> looking at insurance quotes. I have been
assigned as your personal advisor. First off, I want to confirm that you’ve received the quotes we
sent you.”

-If she says yes, ask if she’s had a chance to review them yet.

-If she says no, ask if it’s ok to go over the quotes together at that time.

-If she says no, ask when would be a better time to speak and schedule the call.

-If she says yes, say:

“Fantastic. As you may have discovered while on our site, we have access to thousands of
insurance plans with a selection of some of the top rated insurance companies but I also know
that this can be somewhat overwhelming. So, I’m here to help you narrow down your search to
the companies and plans that best match your specific needs. In order to do that, I’ll need to
review some of the basic information that you provided us. Would it be ok to take care of that
right now?”

-If she yes, proceed with reviewing her personal information and the search criteria she
provided. Based on what she says, either edit the information or refine the search criteria or
move on by saying:

“That’s great. Let’s narrow down your search to your top 3 choices and compare these plans to
see which would fit you the best.”

-If she needs more time to review the selections or isn’t ready to decide yet, say:

“I agree. It’s a good idea to review your choices to make sure that you’re selecting the best
possible option. Would it be ok to call you in a couple of days? That will give you a chance to
review these quotes and to gather any questions you may have about these plans. If you need
me to run additional quotes, I can do that at no charge as well. Please remember that all my
services to you are of no charge so we can take as much time as you need to find the perfect
plan for you. Let me give you my direct number so you can call me sooner if you have any
questions.”

-At this time, schedule your next phone call and also give her your contact information.

-Otherwise, if she’s ready to continue with the sales process, proceed as usual.

       Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                        www.Adovio.com ■ info@Adovio.com
                                                     Day 2
Sample email Script

 Dear Janet,

 Thank you for your interest in solving your insurance needs by using information and quotes
 from <agency name>.

 To continue to help you with this process, I will be calling you shortly to discuss your insurance
 needs in greater detail and to help you select the best plan for you!

 In the meantime, we have provided a list of the top plans from the most reputable insurance
 companies licensed to provide insurance products in <the lead’s state>. To get started,
 please click the link below to view these quotes.

 Let's connect as soon as possible to sort through all of the options available to you and identify
 the plan that best meets your needs and your budget.

 I’m personally committed to helping you make the make the best decision for you or your
 family!

 Please feel free to contact me by replying to this email or calling <(800) 555-1212>.

 Best Regards,

 <Your name>
 Your Personal Insurance Advisor




Phone Instructions

 -If your lead answers the phone, use the script from “When your lead answers the phone.”

 -If you lead does not answer the phone, do not leave a message.




         Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                          www.Adovio.com ■ info@Adovio.com
                                                     Day 4
Sample email Script

 Dear Janet,

 Have you had a chance to review the quotes that I sent you? Shopping for insurance can be time
 consuming and frustrating. But, instead of putting it off, please allow me to make it as easy and
 pain-free as possible!

 With the ability to quote over 300 different plans, I have no doubt that <agency name> can find a
 plan that’s best for you! If you’re ready to move forward, let’s review your initial quotes in detail.
 We can run as many quotes as it takes to find that perfect plan for you!

 Let’s connect as soon as possible. We’re here to help you make the best decision for you or your
 family! If it’s more convenient, we can schedule a phone meeting after hours.

 I can be reached via email or by calling <(800) 555-1212>.

 Yours truly,

 <Your name>

 Your Personal Insurance Advisor




Phone Instructions

 -Call at a different time of day but don’t leave a message. If your lead answers use the
 script from “When your lead answers the phone.”




         Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                          www.Adovio.com ■ info@Adovio.com
                                   Day 4 Continued


Before the end of the day, mail a postcard to the mailing address on file.

Postcard Sample Front




                                                                      Postcard Sample Back




   Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                    www.Adovio.com ■ info@Adovio.com
                                                    Day 7
Sample email Script


 Dear Janet,

 You reached out to us several days ago to get some information and quotes on insurance plans
 that meet your personal needs.

 We know that choosing insurance can be complicated, confusing and often frustrating but I’m
 here to help you every step of the way and make this process as fast and easy as possible!

 At <agency name>, your satisfaction is our number one goal!! I am here to personally help you
 review your options, help you select the best possible plan that meets your needs, and help you
 to determine which plan(s) you qualify for.

 Considering your insurance options is 100% risk-free and no cost to you! Please contact me at
 your earliest convenience and allow me to help you find that perfect insurance plan!

 I can be reached via email or by calling <(800) 555-1212>.

 Best regards,

 <Your name>
 Your Personal Insurance Advisor




Sample Phone Script - Call at a different time of the day than previous attempts. This should be
your last phone message unless your lead has reached out to you.


 “Hi Janet, this is Mike from <agency name>. You were on our website recently shopping for
 insurance. I see that we’ve emailed a few quotes to your email at <Janet@lead’s email
 address.com>.

 If this is not your correct email address, please contact me so I can send these quotes to the
 correct address. Other than that, I’m just calling to see if you’ve had an opportunity to review the
 quotes we sent you and to answer any questions you may have about them. I will be more than
 happy to run a whole new set of quotes for you as well. We can set up an appointment any time
 that is convenient for you. Please call me back at your earliest convenience at <(800) 555-
 1212>. I look forward to speaking with you and helping you find that perfect insurance plan.”

 <Your name>


        Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                         www.Adovio.com ■ info@Adovio.com
                                                  Day 15
Sample email Script
Dear Janet,

You recently visited our website at <agency domain name.com> in search of insurance plans.
We have access to the highest rated insurance companies and would love more than anything to
help you narrow down your search and select the best possible plans that meet your specific
needs.

If you are still in need of additional quotes or would like me to thoroughly explain your options in
greater detail, please contact me, as my services are 100% risk-free and no charge to you.

I know that choosing insurance can quickly become an overwhelming task but I’m here to help
walk you through every single step!

If you’re ready to take the next step and cross this project off your to-do list, I am here to help!

I can be reached via email or by calling <(800) 555-1212>.

Best regards,

<Your name>
Your Personal Insurance Advisor




                                              Day 30
                                        Final email Script
Dear Janet,

Are you still shopping for insurance?

At <agency name>, we know that you have hundreds, if not thousands of choices, and are here
to assist you narrow your search to find the best possible insurance plan that meets your specific
needs!!

Let's connect as soon as possible to sort through all your options and to identify the plan that best
meets your needs and budget.

I’m personally committed to helping you navigate the overwhelming number of options available
and help you find the perfect plan for your needs and your budget! As a reminder, our services are
100% risk free and no charge to you.

Please feel free to contact me by replying to this email or call <(800) 555-1212>.

Best regards,

Your Personal Insurance Advisor


        Adovio ■ 100 San Marcos Blvd., Suite 400, San Marcos, CA 92069 ■ (866) 333-7633 ■ FAX (760) 290-6009
                                         www.Adovio.com ■ info@Adovio.com

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:30
posted:4/13/2012
language:English
pages:8