Campaigns · 8 min

Launch a cross-sell campaign

Segment your book and start a cross-sell sequence in under an hour.

1
Import or tag your clients by the lines of business they currently hold.
2
Create a segment for one gap — for example, home clients without auto.
3
Review the cross-sell campaign messages and adjust the tone to sound like your agency.
4
Start with a small batch, watch replies for a week, then scale to the full segment.