Text Messaging & Email Automation Intensive (BETA)
In this training, you will learn how to unlock the power of your policyholder network with the automated text message and email marketing system. See who’s engaging with you and respond instantly with custom response templates via your preset keywords.
Why is this training important?
You want to learn how to get more business from your existing network without feeling salesy, being annoying, or ignored. Your next insurance sale is most likely to come from a repeat client or a referral, not a purchased lead or stranger scrolling on social media.
The text and email marketing automation system helps you make the most of your existing relationships and generate business with smart, relevant marketing that completely keeps you top of mind and resonates with the people you’ve connected with already.
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What will you gain from this training?
⚜️ What to do next after getting your business in front of the right people across email and social media channels. This is the source of many agents' frustration.
⚜️ How to turn those cold leads and likes into paying customers and long-term clients.
⚜️ How to keep your name in front of your social media friends list and contact list plus your audience of current and future customers which is key because your best opportunities are in your existing network.
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Who is this training for?
⚜️ The agent who knows that break free from the time-suck of tech overwhelm will move the needle in your business
⚜️ The agent who wants to use tech and tools to reach more of their community while also keeping your business compliant, entertaining, and educational in nature.
⚜️ The agents that realize setting how day-to-day tasks on autopilot is a game-changer. This will reduce overhead but increase productivity so now they can spend more time writing quality business.
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Who is this training not for?
⚜️ TThe agent who’s not tech-savvy at all and who would rather have the system set up for them.
⚜️ The agent who would prefer to continue to do all daily follow up and credibility building task manually which in turn reduces output
⚜️ The agent who’s not progressive or open-minded enough to learn and then implement alternative ways of doing business.
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FAQ's
When is the training?
►3-hour workshop
Sunday 11/07/2021 2-5pm CST
►3-hour workshop
Sunday 11/07/2021 2-5pm CST
►3-hour workshop
Sunday 11/07/2021 2-5pm CST
Is this a workshop or training?
This is a 4 hours intensive where your complete system will be set up. By the end, you will be ready to nurture your existing clients and welcome your new prospects/leads.
Do I need to pay for anything other than the training?
Yes, for best results, there are 2 systems you need to activate. We will walk through the setup of each during the training but there will also be set up videos available inside of the folder once you purchase so you can get started immediately if you prefer.
1. REQUIRED SYSTEM: You need to have an auto email provider. We have a link for the system we will be using but if you want to use your own system then you will need to be able to plug in the pieces on your own. We will provide the scripts and the workflow. BASIC $19/mo
2. OPTIONAL SYSTEM: The text message system has a cost of $45 monthly which allows you to handle customer service and faq, common questions on autopilot as well as connect and pre-qualify leads.
MONTHLY TOTAL: $60 monthly for 24/7 support that will never need a day off, sick days, be late for work, or have an attitude. (paying for a team members would be hundreds of dollars monthly)
Will there be a FREE replay available?
Yes, REPLAY will be uploaded to the same folder the prerequisite list will be once required testimonials are received.
What happens after your purchase?
You will get access to the Text Message and Email intensive folder which will have everything you need. (This is also where the REPLAY will go)
Zoom registration link for the intensive. You will receive a confirmation + reminder email.
List of suggested pre-requisites for the overachievers.
2 Links for the required email systems + optional text message system.
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What Makes Me Qualified To Teach You?
Meet The Facilitator
Stacie L. Daniel
SAFE Investment Expert
Virtual Agent Expert
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Award-Winning Consulting Firm & Agency Owner
The creator of the Virtual Agent Method which allows me to control my money, my time, and my life. I’ve been able to make 10k from one cold lead and 11X my revenue during the pandemic with a strategic combination of online and offline activities.
As a Safe Investment Expert, I'm in the business of helping my established entrepreneurs and corporate professional clients Grow & Protect their money at the same time Guaranteed.
After being in the financial services industry since 2008, receiving multiple awards and accolades for speaking, training, & sales, I started my own award-winning life insurance agency and consulting firm.
In 2017, she transitioned part of my business online because she wanted to work less, make more, and have a bigger impact on my community affording me the ability to train my fellow agents to do the same and help my community with safe investments and still have time to spare.
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☼ SAFE Investment Expert
Stacie helps Gen-X Working Professionals, Established Entrepreneurs, Small Business owners who would like to never have to worry about running out of money to GROW & PROTECT their money simultaneously without risking their principle by creating additional streams that are lifetime, monthly, and sometimes guaranteed.
☼ Virtual Agent Expert
Corporate/Agency/Membership - Training & Workshops
Founder of the Virtual Agent Method (VAM). Teaching Black / Brown Life insurance Agents how to turn their license into a successful dependable business online and offline w/ NO overwhelm.
Stacie believes that the better equipped and more stable our licensed financial professionals are the longer they will stay in the industry, the more they can educate the community on little-known financial strategies, and the more we can all close the wealth gap.
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