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Just in: The Dave Ramsey integration and prospect campaign

October 25, 2021 by ClientCircle

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If you’re a Dave Ramsey Trusted Provider, also known as an Endorsed Local Provider (ELP), we have a new tool to help you nurture the leads you receive through with very little work on your part.

How it works

You can activate the integration in your ClientCircle account with just a few clicks.

When a Dave Ramsey lead comes through, it gets automatically added to ClientCircle. You don’t need to do a thing

Dave Ramsey integration

Use our pre-written templates or create your own

Once your Dave Ramsey leads are in ClientCircle, you’ll begin to automatically reach out to them via email and/or text with our multi-step, targeted prospect campaign.

We put together a series of emails and texts for you to pick from. You can use them as is or customize them for your agency.

Dave Ramsey email and text options

We’ve considered the timing of each email and text, which can easily be adjusted based on your preferences. The campaign will end once ClientCircle detects a quote in your management system, or you can easily stop it yourself anytime.

Need help setting up the integration and the campaign? Reach out to your account manager and they will make sure everything is running smoothly.

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