Schedule a callYou've heard of SPEED TO LEAD, let me show you MAXIMIZING LEAD PROFIT
Agent CRM follows a lead for a full year — and the moment they reply, even seven months later, it drops them straight back into the fast sequence a brand-new lead gets. Let me show you how this system does not let leads go cold, and how we've figured out how to increase the profit per lead.
The system at a glance
speed to lead: AI Powered
Every touch aimed at one thing: an appointment on your calendar.
leads don't go cold anymore: the net
Low-pressure value, month after month, until they raise a hand.
profit maximization: the growth engine
Cross-sell, birthdays, renewals, referrals — on autopilot.
↑Any reply restarts the sequence.
↑Their referral becomes a new lead.
Denise fills out a form at 11:47 on a Tuesday night.
- 11:47pm
Text arrives in under 90 seconds with your photo and contact card.
Agent AI · included on every plan - 11:48pm
Her phone does not ring. Outbound calling is time-windowed.
Time-of-day windows - 8:02am
It rings. No answer.
LOANNE Voice AI - Days 1–7
One touch a day, alternating text and email, all aimed at your calendar.
New Lead Campaign - Days 8–30
Tapers to every few days, then weekly. Still no appointment.
New Lead Campaign — runs the full 30 days - Day 31
Most CRMs mark her dead. Yours moves her into the net.
- Day 31
Webinar invite. She registers, doesn't show, gets the replay.
Webinar funnel - Months 4–7
One useful email a month. No pitching.
12-month nurture - Month 7
She texts back: "is that dental thing still available?"
Customer Replied trigger - Month 7, same minute
Out of nurture, back into the New Lead Campaign. You get an alert.
- Month 7, day 3
She books. Then she buys.
"She was never a dead lead. She was an eight-month lead."
Turn it on once. It runs until she says to stop.
Free trial + $50 in your account for A2P registration and texting credits.
"Agent CRM is the best one I've come across. It's completely changed my agency and how I've been able to operate."
Now Denise is a client. Here's where the profit is.
- Week 1
Welcome sequence. She feels like she chose right.
- Month 2
Hospital indemnity offer, timed off her first product.
Cross-sell campaigns · bundle-to-bundle handoffs - Month 4
Birthday text.
Birthday + half-birthday - Month 10
Half birthday text. This one she replies to, she's touched by the text and lol'd at the graphic.
- Month 11
Annual policy review invite.
Annual review workflow - Month 12
Renewal reminders at 30, 14 and 7 days. Nobody swoops in.
Renewal reminders - Month 12
Referral ask fires after the smooth renewal.
Referral ask · triggered on the sale - Month 12
Her neighbor fills out a form at 11:47 on a Tuesday night.
And it starts again.
You are not building this. It is already in your account.
Every bundle. Every plan. No per-line upcharge.
Answers and texts back in seconds, day or night.
Calls the lead for you, inside your hours.
No 2am dials. Ever.
30 days of texts and emails aimed at your calendar.
One useful message a month. No pitching.
Invite, reminders, replay — hands off.
A reply pulls them out of nurture instantly.
Wakes up the list you already paid for.
Bundle-to-bundle handoffs timed off the first sale.
Two easy reasons to hear from you.
Books the review before they wonder about it.
30, 14 and 7 days out. Nobody swoops in.
Fires on the sale, while they're happiest.
Turn on the “MAXIMIZING LEAD PROFIT” system now — I'll even put $50.00 into your account to pay for your first texts!
Free trial + $50 in your account for A2P registration and texting credits.
Kickoff call, unlimited expert hours, and a support team that answers — to get it all turned on.
Free trial + $50 in your account for A2P registration and texting credits.