BKFlowDEMO

Sequences

Automated multi-step follow-up campaigns over SMS and email. Each sequence sends on a schedule until the lead replies.

Auto Policy Re-Engagement

Active

3 steps · runs over 7 days

142 leads
89 sent · 23 replied
Step 1Day 0SMSSent

Hi {first_name}, I noticed it's been a while since we reviewed your auto coverage. Would you be open to a quick check-up to make sure you're getting the best rate?

Step 2Day 3EmailPending

Just checking in, {first_name}. I've been able to save most clients 15-20% by re-shopping their policies. Want me to run some numbers for you?

Step 3Day 7SMSScheduled

Last chance to lock in these rates, {first_name}. I have a few appointment slots open this week if you'd like to review your options. No pressure either way!

Home + Bundle Cross-Sell

Active

4 steps · runs over 10 days

87 leads
54 sent · 16 replied
Step 1Day 0SMSSent

Hi {first_name}! Did you know bundling your home and auto could save you up to 25%? I'd love to run a quick comparison for you.

Step 2Day 2SMSSent

Hey {first_name}, just following up. I pulled some numbers and there might be some real savings here. Want me to send over what I found?

Step 3Day 5SMSPending

{first_name}, I have a few minutes this week to walk you through the bundle options. Would a quick 10-minute call work?

Step 4Day 10SMSScheduled

No worries if the timing isn't right, {first_name}. I'll be here whenever you're ready to review your coverage. Feel free to reach out anytime!

Commercial Policy Outreach

Paused

3 steps · runs over 8 days

34 leads
34 sent · 8 replied
Step 1Day 0SMSSent

Hi {first_name}, I specialize in commercial coverage for small businesses in the area. I'd love to review your current policy and see if we can improve your coverage or save you money.

Step 2Day 4SMSSent

Hey {first_name}, just wanted to follow up. Many business owners I work with are surprised by gaps in their coverage. Would you be open to a quick review?

Step 3Day 8SMSSent

{first_name}, I put together a quick checklist of coverage gaps I commonly see in businesses like yours. Want me to send it over?

Sign up to create custom sequences with your own templates, timing, and targeting.