Emails Sent
2,841
↑ 12% this week
Open Rate
38.4%
↑ 4.2pts vs avg
Appts Booked
17
↑ 5 this month
Est. Revenue
$9,200
↓ 2% vs last mo
Active CampaignsView All →
✉
New Parent Drip Sequence
Email • 847 recipients • 6-part
LIVE
41.2%
open rate
Term vs. Whole — LinkedIn
Social • Mon/Wed/Fri
LIVE
2.8k
reach
✉
Policy Renewal Reminder
Email • 234 recipients
⊘ PAUSED
29.7%
Upcoming AppointmentsManage →
29
May
Maria Santos
10:00 AM • Consultation
30
May
Derek Thompson
2:30 PM • Policy Review
31
May
Angela Kim
11:00 AM • New Quote
Lead PipelineFull View →
Cold 142
Nurtured 87
Booked 17
Converted 9
W
T
F
S
S
M
T
Monthly Goal87%
Social QueueManage →
in
Families underinsured by $400k...
#LifeInsurance #TermLife
• Published
f
3 signs you need to update your policy...
#Insurance #FamilyFinance
◷ Tomorrow 11:30AM
▣
Term vs Whole Life — which fits YOU?
#WholeLife #MoneyTips
◌ Draft
Campaigns
| Campaign | Status | Recipients | Open Rate | Booked | Actions |
|---|---|---|---|---|---|
New Parent Drip Sequence 6-part • AI personalized | LIVE | 847 | 41.2% | 7 | |
Term vs. Whole Life Email 5-part • Educational | LIVE | 612 | 35.8% | 4 | |
Policy Renewal Reminder 3-part • Trigger-based | ⊘ PAUSED | 234 | 29.7% | 2 | |
Small Business Owner Series 4-part • Draft | ◌ DRAFT | — | — | — |
AI Email Composer
Drip Sequence Builder
1
Welcome + Why Life Insurance Matters
Send immediately
↓ Wait 3 days
2
Term vs. Whole Life — Which Fits You?
Day 3
↓ Wait 4 days
3
Real Families, Real Stories
Day 7
AI Post Composer
#LifeInsurance#NewHomeowner#FinancialPlanning#ProtectYourFamily#InsuranceTips#FamilyFirst
Post Queue
in
Families underinsured by $400k...
#LifeInsurance
✓ Published
f
3 signs you need to update your policy...
#FamilyFinance
◷ Tomorrow 11:30AM
▣
Term vs. Whole Life — which is right?
#TermInsurance
Draft
Platform Performance
| Platform | Posts | Reach | Engagement | Calendly Clicks | Leads |
|---|---|---|---|---|---|
in LinkedIn | 12 | 4,820 | 6.2% | 84 | 11 |
f Facebook | 9 | 2,340 | 3.8% | 41 | 4 |
▣ Instagram | 8 | 1,900 | 4.5% | 28 | 2 |
June 2026
Cold
142
Awaiting first touch
Nurtured
87
↑ 12 this week
Booked
17
↑ 5 this month
Converted
9
↑ 3 this month
All Leads
| Name | Source | Stage | Last Touch | Campaign | Next Action | |
|---|---|---|---|---|---|---|
MS Maria Santos maria@email.com | Booked | Today | New Parent Drip | Appt May 29 | ||
DT Derek Thompson derek@biz.com | Social | Booked | 2 days ago | LinkedIn Post | Appt May 30 | |
JW James Whitfield james@email.com | Nurtured | 3 days ago | Policy Renewal | Follow-up email | ||
PL Patricia Lee patlee@gmail.com | Social | Cold | 1 week ago | Facebook Ad | Drip email #1 |
Calendly Integration
Connected
📅
Robert Johnson
Free 30-Min Insurance Consultation
Booking Link
calendly.com/rjohnson-insurance/consult
Auto-inject CTA in emails
Append booking link to all campaigns
No-show follow-up email
Auto-send if meeting not completed
Auto-update lead stage on booking
Move lead to Booked when they schedule
All Appointments
29
May
Maria Santos
10:00 AM • Consultation
30
May
Derek Thompson
2:30 PM • Policy Review
22
May
Carlos Rivera
3:00 PM • Completed
20
May
Linda Okafor
1:00 PM • No-show
Total Emails
2,841
↑ 12% vs last month
Avg Open Rate
38.4%
↑ 4.2pts industry avg
Social Reach
9,060
↑ 22% this month
Conversion Rate
3.5%
↑ 0.8pts vs last mo
Leads by Source
Email Campaigns64%
LinkedIn22%
Facebook9%
Instagram5%
Top Campaigns
| Campaign | Open Rate | Bookings |
|---|---|---|
| New Parent Drip | 41.2% | 7 |
| LinkedIn Term vs Whole | — | 5 |
| Policy Renewal | 29.7% | 2 |
| Facebook Homeowner | — | 3 |
License & Disclosures
Compliance Checklist
✅
License # on all emails
Auto-appended to every campaign
✅
CAN-SPAM compliant
Unsubscribe link in all emails
✅
FINRA safe messaging
AI avoids guaranteed return claims
✅
State licensing disclosures
FL, GA, TX disclaimers on posts
⚠️
Texas renewal disclosure
TX requires additional disclosure
4 / 5 checks passing
1 item needs attention
📅
Calendly
Booking automation
Connectedin
LinkedIn
Auto-publish posts
Connectedf
Facebook
Page posts & ads
Connected📷
Instagram
Schedule posts
⊘ Disconnected✉
Mailchimp
Email list sync
Connected📊
Google Analytics
Conversion tracking
◌ Not set upAPI AccessPro plan feature
⚠ Keep your API key secret. Never expose it in client-side code.
Profile
RJ
Plan & Billing
Pro Plan
Active$99/month • Renews June 28, 2026
3,112 / 5,000 email contacts used
Security
Password
Last changed 30 days ago
Two-Factor Authentication
Add an extra layer of security
Active Sessions
2 devices currently logged in
Login History
View recent sign-in activity
Notifications
New booking alerts
Email when someone books via Calendly
Weekly performance report
Summary every Monday morning
Compliance warnings
Alert if a post fails compliance check
Danger Zone
Export my data
Download all campaigns, leads, and data
Delete Account
Permanently delete your account and all data