How to use the toolkit assets
Our step-by-step quick start guide
Ready-to-send emails
Pg Download the assets from the previous paga
=g If you have email software (ex. Mailchimp): Choose a header design and build the email using our template to send to a list of existing clients. Important note: You must have opt-in consent to send emails to clientsg -g If you don’t have software: Copy the email and send it manually from your business email account to existing clients
SMS blast
Pg Click the asset link from the previous paga
Text Message Tue, Nov 14 at 8:56 PM
=g If you have S M S mar k etin g software: U pload the template into the software and send it to a list of existing clients. Important note: You must have opt-in consent to send text messages to clientsg -g If you don’t have software: Copy and paste the S M S template into your phone and send it manually to existing clients
Hey [Client First Name] — September is Life Insurance Awareness Month! I work with Ethos to provide life insurance protection from top carriers in just minutes with no medical exam (just a few online health questions), so you can fill any gaps quickly. I’d love to chat with you about some exciting new coverage options that may fit your current needs. Reach out to me at 123-456-7890 or get a quote right now: agents.ethoslife.com/invite
Msg&data rates may apply. Text 'STOP' to quit.
C ustomi z ed so c ial p osts
Pg Download the assets from the previous pag a
=g Go to the agent portal and download your QR codb
-g Use a design tool such as Canva or Photoshop to insert your QR code into the social media graphi T M g Create an organic post or paid advertising campaign on your favorite social media platform using the copy and graphic
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