[Free Templates] Lead Nurturing Email & Workflow Recipes

Create a dynamite lead nurturing process by combining emails and workflow automation using these templates.

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80% of Leads Need 5+ Touch Points

New leads can require a significant amount of nurturing to convert and become lifelong clients. To get them into your book of business, you need two main ingredients: speed-to-contact and consistent, meaningful follow ups.

Using workflow automation, you can streamline your lead nurturing process to increase your chances of conversion. Use these free email templates and workflow recipes to enhance your agency's lead nurturing process to take your leads from interested to invested.

Get the Email Templates:

What templates are included?

Workflow and email templates included in this download:

  • New lead notification
  • New lead nurturing
  • New policy submission 
  • New client welcome

Can I edit these templates?

Absolutely! Any email you send should always reflect your agency's brand and communication style. Use these templates and workflow automation recipes as inspiration for creating your own to be used by your agents and advisors. 

How do I use these template?

These templates are in PDF and Microsoft Word format. Open them in your program of choice and edit. If you're using AgencyBloc, the variable data fields  and the adjoining workflows will be familiar. If you aren't, definitions for each have been provided so you can use your email provider's version of these fields. Accompanying workflow automation will depend on the services your system provides.