The kit
Agency-in-a-Box
The free mini-CRM sheet and the follow-up sequences. Everything a three-agent shop needs to run follow-up by hand, starting today.
Most small agencies don't have a CRM. They have a notebook, a shared inbox, and the hope that the right lead will call back. This kit replaces the hope.
One Google Sheet tracks every lead. Five sequences tell you what to send and when. Copy the sheet, paste the texts, run your book. It works — and it will start to creak the day you cross a hundred active leads. That's when Apex takes over.
Sample — Day 1 of the quote-follow-up sequence
Five sequences like this. One sheet to run them from. All inside.
Enter your email and the whole kit unlocks.
The sheet template, the five sequences, and the setup checklist.
No spam. Unsubscribe any time.