The First 90 Days: An Outreach Sequence for New Texas Business Accounts
New owners rarely buy on the first call — they buy from whoever stays in front of them through the first 90 days. Here's a sequence that does it.
A new business owner won't always buy on the first call — but they almost always buy from whoever stays in front of them through the first 90 days. Here's a simple sequence that turns a fresh lead into a written policy.
Week 1: lead with the trigger
Call within days of detection. Open with the obligation, not the product: "Congratulations on the new business — most new operations in your line need general liability and workers' comp in place before they can sign a lease or hire. Want me to put a quote together?" If you hit voicemail, leave it and follow with a short text or email the same day.
Weeks 2–4: be useful, not pushy
If they didn't bind, follow up with something they can use — a one-line checklist of the coverages their business type typically needs. You're positioning as the person who knows their situation, not the fifth agent leaving the same "just checking in" message.
Days 30–90: catch the ones who weren't ready
Some owners are still setting up at week one and only start shopping coverage at week six. A light touch each month keeps you top of mind for exactly that moment. Most agents quit after one call; the ones who write the policy are still there at day 60.
Fresh, filtered leads are what make the sequence work. See how it works, or start a free trial.