Lead nurture sequence
Also called: nurture campaign, drip campaign, follow-up sequence
A lead nurture sequence is a planned series of emails, texts and calls that keeps in touch with a prospect over time until they are ready for an appointment.
A good sequence is built around the prospect's situation rather than a fixed number of messages. For Medicare prospects that is usually their enrollment window; for life and annuity prospects it is a life event or a review date.
The sequence should stop the moment the prospect books or says no. Messages that keep going after someone has booked cost more trust than they earn.
Most prospects aren't ready on the first call. A sequence keeps the agency in front of them without an agent having to remember.
"New life insurance leads go into a nurture sequence that ends the moment they book a call."
What should a Medicare lead follow-up sequence in GoHighLevel include?
A quick confirmation, a few helpful messages timed to the prospect's enrollment window, clear invitations to book, and a goal step that stops the sequence when they book or opt out.