Lead Strategy Tips
Quick Wins for Getting the Most from Every Lead
1. Warming Up Aged Leads
To revive aged leads, start with casual and friendly re-engagement texts. For example: “Hey [Name], just wanted to make sure you got your quote request in — I’ve got it here for [coverage amount] on [address]. Still a good time to connect?” Mentioning the benefit they originally requested helps restore relevance. Avoid sounding too salesy — keep the tone conversational and approachable.
2. Best Time to Call
The most effective times to reach leads are typically in the mornings (8:30–10:00 AM) and evenings (5:30–7:30 PM). Use a “double tap” strategy — call twice back-to-back before leaving a voicemail. Then follow up with a short, respectful text message.
3. Re-Engagement Text Templates
Here are a few proven templates to reconnect with leads via text:
- “Hey [Name], just following up — are you still needing coverage for your mortgage? Happy to send some options.”
- “Wasn’t sure if this was still on your radar, but I can hold your quote a little longer if that helps.”
- “If timing’s not great, just reply STOP and I’ll close this out — totally understand either way.”
4. Ethical Lead Sourcing
Always work with compliance-approved lead vendors. If you generate your own leads, make sure to clearly disclose the purpose of the form and follow all TCPA guidelines. Never cold-call without prior opt-in consent, and always respect the Do Not Call (DNC) list and any opt-out requests.
5. Best Practices for Follow-Up
Use a variety of outreach methods including phone calls, text messages, and emails. Spread these touchpoints out over 10 to 14 days for optimal results. Whether using a CRM or spreadsheet, make sure to track your contact attempts. Most importantly, don’t take unresponsiveness personally — consistent effort wins.
Bonus: Mindset Check
Remember, you're not bothering people — you're offering something that could truly help. Leads aren’t magic — they’re simply opportunities to start a meaningful conversation. Your persistence and follow-up might be the reason a family gets the protection they need.
