Pipedrive automated email campaign setup

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TYPE OF WORK

Gig

SALARY

$400/Month

HOURS PER WEEK

TBD

DATE POSTED

Nov 4, 2024

JOB OVERVIEW

We’re looking for a marketing professional to create a long-term, automated email campaign to help us re-engage with potential clients who received a quote for homeowners insurance but didn’t purchase a policy. The goal of this campaign is to stay connected with these leads over seven years and periodically remind them that we’re here to help whenever they need homeowners insurance.

Campaign Requirements:
Duration: 7 years from the time we first quoted the lead.

Frequency: Each year, send at least 4 emails (one per quarter).

Timing: Begin with the first email three months after the client’s home closing date, then continue with quarterly emails for seven years.

Content and Tone:

Each email should be friendly, personalized, and informative, emphasizing how easy it is to work with us to get a competitive homeowners insurance quote.

Encourage responses by letting clients know that all it takes to receive a quote from over 30 insurance companies is a simple “Yes” reply to the email.

Position Total Quality Insurance as their trusted partner who can simplify their homeowners insurance needs with multiple options.

Verbiage: Create engaging, value-driven email content that builds trust and connection over time. Topics might include reminders about the benefits of comparing policies, tips on homeownership and maintenance, seasonal insurance considerations, and any updates or changes in homeowners insurance that might be relevant to their needs.

Example of Email Progression:
First Email (3 Months After Close): Congratulate them on their new home and remind them that getting a quote is simple—just reply “Yes.”

Quarterly Follow-Up Emails: Continue with helpful, brief content related to homeownership and insurance benefits. Every email should reinforce that Total Quality Insurance can quote homeowners insurance with over 30 companies and only needs their “Yes” to get started.

We’re looking for someone who can set up the automation for this campaign, write all necessary content, and ensure the emails maintain a consistent tone aligned with our brand. This is an opportunity to make a lasting impact by helping us connect with clients in a meaningful way over the long term.

To apply, please do the following:
1. Complete the employment application here: https://form.jotform.com/232624919766165
2. After the employment application is completed, email me at: diers.adam@totalqualityinsurance.com

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