How to Follow Up With Recruiting Leads: A 7-Day Script and Drip Cadence
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Short answer: contact each new recruiting lead within minutes, then use a mix of calls, texts and emails over 7 days before moving the lead to a longer drip. Speed and consistency matter more than any single script.
The 7-day cadence
| Day | Action |
|---|---|
| Day 1 (within minutes) | Call. If no answer, leave a short voicemail and send a text right away. |
| Day 1 (later) | Send an intro email with a booking link. |
| Day 2 | Call at a different time of day. Text if no answer. |
| Day 3 | Email: one paragraph on your opportunity, training and support. |
| Day 4 | Call and text. |
| Day 5 | Text a simple question: “Still open to a quick call this week?” |
| Day 7 | Final call and a polite “closing the loop” email. Then move to a monthly drip. |
Sample scripts
First text: “Hi [Name], this is [Your name] with [Agency]. You were looking into opportunities for licensed life agents. Do you have 10 minutes today or tomorrow to talk?”
Voicemail: “Hi [Name], [Your name] with [Agency]. Calling about the life insurance agent opportunity you looked into. I'll text you too. Call me back at [number].”
Closing-the-loop email: “I've tried to reach you a few times this week. If the timing isn't right, no problem. Reply ‘later’ and I'll check back next month, or book a time here: [link].”
Rules that help
- Follow applicable laws and carrier rules for calls, texts and emails, including consent and opt-out requests.
- Log every attempt so nothing falls through the cracks.
- Have one person own each lead.
Automating it with a CRM
The optional AgentATM CRM ($500 one-time) supports appointment booking, drip campaigns and automated follow-up, so your team can run this cadence consistently. See the AgentATM CRM.
Start with 50 leads
The AgentATM trial is 50 pre-screened licensed life insurance agent recruiting leads for $1,500, one time. Buy online with no sales call. We contact you for onboarding within 1 business day, and lead delivery starts within 72 hours after onboarding. Leads arrive by text and email, and campaigns are statewide in all 50 states.
Get 50 recruiting leads ($1,500) → · Read the AgentATM FAQ
AgentATM provides recruiting leads, not guaranteed responses, conversations, appointments, hires, production or revenue. AgentATM does not offer lead replacements or credits; your agency works the leads, verifies license status and decides whom to pursue. Results vary by agency, market, follow-up and offer.