Topic
Sales teams
Texting guides for sales teams: lead response, pipeline follow-up, templates, and manager visibility across reps.
When a whole team texts prospects, consistency and oversight matter as much as individual skill. These articles cover how sales teams set response-time standards, share templates, keep conversations off personal phones, and track what is working.
10 guides in this topic·See the sales team texting CRM →
Closing the loop with leads who bought elsewhere
"We went with someone else" is the start of a different conversation, not the end of every conversation.
·4 min readRead →
Following up with trade show and event leads by text
The week after a trade show, every attendee's inbox is full of follow-ups. A short, personal text stands out.
·4 min readRead →
Text first, then call: combining texting with a power dialer
People screen calls from numbers they do not recognize. A text that says who is calling and why turns a stranger's number into an expected call.
·5 min readRead →
Reading the mood of a text conversation
"Ok." can mean yes, no, or leave me alone. Reading text conversations well is a skill, and it can be learned.
·5 min readRead →
Hot, warm, cold: using lead temperature to decide who to call first
Every rep has more leads than hours. Temperature scoring is a simple way to spend the hours on the leads most likely to buy.
·5 min readRead →
Recruiting insurance agents by text
The candidate who applied to your agency this morning applied to three others too. The one who texts back first usually gets the interview.
·3 min readRead →
Texting KPIs for sales reps: what to measure and what to ignore
If you reward reps for sending texts, you'll get a lot of texts. Measure what actually leads to revenue.
·3 min readRead →
How sales managers keep a team's texting on-brand and compliant
Every text a rep sends goes out under your company's name. Managers need a way to know what's being said.
·3 min readRead →
Distributing leads across a sales team without losing speed
A great lead assigned to the wrong rep at the wrong moment is a lost lead. Distribution is a speed problem.
·3 min readRead →
Exclusive vs shared insurance leads: how to text each one
A shared lead and an exclusive lead can come from the same person on the same form. How you text them should be nothing alike.
·3 min readRead →