AGENT
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Follow Up Automations
(See Left sidebar For Other Campaign automations If Applicable)
Appointment Confirm and Remind Campaign
Everyone Booked into an Appointment is enrolled in this follow up campaign
Some messages may vary based on appointment type
Text Message 1: Hi, it's {Your Name}. I just confirmed our appointment for {appointment start time}, for us to take the next step in our process with the TFRA Program. We will be meeting virtually via a Zoom Call. I'll follow-up with an email to you as well with the special link for our meeting and so you can make sure to add it to your calendar.
(Wait 2 Minutes)
Email 1: Hey, I have confirmed our meeting for the next step in the process for the Tax-Free Retirement Program. Our meeting will take place virtually via a Zoom Video Call, on {appointment start time}. The Meeting Link is: {Zoom link} You can find this link on our calendar invite as well. You'll want to be at your computer so I can share my screen with you. Audio for our call will be facilitated virtually through the meeting link or through your phone dialing into the meeting. You can save it to your google calendar with this link [Google Calendar Link] Or if you have iPhone/iCal/Outlook use this link. [iCal or Outlook Link]. I look forward to speaking with you,
(Wait Until 24 Hours Before Meeting)
Text Message 2: I'm sure it's already on your calendar, but I wanted to send you a friendly reminder text for our Zoom Call tomorrow at {appointment start time}. I sent the meeting link for tomorrow's call to your email and it's also attached to your calendar invite. If you need to reschedule, please let me know! Otherwise, I look forward to continuing the conversation with you tomorrow
Email 2: Hi, This is just a friendly reminder that we are looking forward to taking the next step in the process with you tomorrow, for the TFRA Program. Our call will take place virtually via Zoom on {appointment start time}. The Meeting Link is: {appointment meeting location}} You can find this link on our calendar invite as well. If you need to reschedule please let me know so we can plan accordingly, otherwise I'll speak with you tomorrow at {appointment only start time}.
(Wait Until An Hour Before Meeting)
Text Message 3: Hey, see you in about an hour for our scheduled Zoom Call to continue the conversation about the TFRA Program. We will meet virtually. I've emailed you the meeting link and it is also attached to our calendar invite. Message me if you have any issues getting on.
New Lead Follow Up Campaign
Every new TFRA lead generated via marketing services is enrolled in this follow up campaign
Follow Up Campaign will run Monday-Saturday from 8AM - 8PM
Text Message 1: Hi I was just notified about your Pre-Qualification for the TFRA. Congrats! My name is [Your name], I've been assigned as your personal representative.
(Wait 10 Seconds)
Text Message 2: What time of day is best for you to chat further: Morning, Midday, Afternoon, or Evening?
(Wait 10 Minutes)
Email 1: Hi, I want to cover all my communication bases with you today. I hope you don't mind me following-up with you via email. You checked out our TFRA Program on a Facebook post and were able to get Pre-Qualified. Congrats! As confirmed during your application, the next step is to chat on the phone to see if the TFRA program would be a good addition to your financial strategy to help you reach your goals faster and with more certainty. What time of day is best for us to connect on the phone: morning, midday, afternoon, or evening?
(Wait Until Next Morning)
Text Message 3: Hi again, I’m sorry we haven’t been able to connect as expected since completing your investor profile for the TFRA (tax-free retirement account). You mentioned you were interested in... The next step is a quick 5 min chat to see if this is right for you. (If it isn’t I’ll be the first one to tell you since I don’t want to waste your time selling you something you don’t need) Do you have sometime today or tomorrow to connect?
(Wait Until Midday)
Email 2: Hi, I just wanted to follow up with you regarding the TFRA Program you applied for... Is this something you are still interested in? Please let me know. Only here to help.
(Wait Until Next Morning)
Text Message 4: Hi again, I hope you're doing great! Your application looks very promising and I really think we could help you uncover substantial opportunity using a Tax-Free Retirement Account (TFRA). I just wanted to check again with you regarding your desire to explore a better investment strategy to pay less in taxes and grow your wealth in the most secure way possible for you and your family. Before we hop on the phone can you confirm that your zip code is...?
(Wait Until Next Afternoon)
Text Message 5: Hi. I hope your day is going great! What's the #1 question you have about setting up your Tax-Free Retirement Account?
(Wait Until Next Morning)
Text Message 6: Hey, I wanted to follow up with you about our TFRA program that can help you grow your wealth tax-free, never lose your principal or portfolio growth in a down market, and have access to your cash anytime you need it. Let me know what questions you have so I can help you realize this opportunity for yourself too. :-)
(Wait 5 Minutes)
Email 3: Hey, I wanted to follow up with you about our TFRA Program that can help you: Grow your wealth tax-free; Never lose your principal or portfolio growth in a down market and; Have access to your cash anytime you need it. Let me know what questions you have so I can help you realize this opportunity for yourself too. :-) If connecting via a phone call or text is better for you, please don't hesitate to shoot me a message or give me a call.
(Wait Until Next Afternoon)
Text Message 7: Hey. I hope everything is ok since I thought I would be able to reach you by now. Most people didn't think the benefits of TFRA were even possible until they got all of their questions answered and we showed them how to set up their very own Tax-Free Retirement Account. There are 3 primary concerns that keep people from chatting with us: 1- They don’t think the TFRA program is real 2- They fear it could be a waste of time 3- They fear they will be sold something they don’t need. Which is it for you?
