A lender in our network emailed ~230 clients → got 4 new clients → ~$11K in commissions from ONE email.
The Takeaway
Moral: work your existing client base. They already know/trust you.
Platforms to Use
Mailchimp
Cheapest/easiest to start; great for your first blast.
GoHighLevel (GHL)
Best long-term: pipelines, automations, SMS, tasking, follow-up.
Recommendation:
Start on Mailchimp if you're new. As you grow, move to GHL for full pipeline + automation.
No List Yet? Build One Fast (today)
01
Pull contacts from Gmail
Open Google Contacts → Export → choose CSV → download.
Import that CSV into Mailchimp (Audience → Add contacts → Import).
02
Export from Calendly (or your scheduler)
Export past invitees/attendees to CSV (check your Calendly data/export settings).
Import into Mailchimp or GHL.
03
Other sources
CRM, invoicing tool, or POS → export CSV → import.
Use ChatGPT for step-by-step:
"Walk me through exporting all my Google Contacts to CSV."
"How do I export all invitees from Calendly?"
"How do I import a CSV list into Mailchimp and send a campaign?"
What to Send (3 angles you can rotate)
Curiosity
Subject: This might help
Body:
"Hey [First Name], quick one—would $100K–$200K at 0% help you scale (marketing/hiring/launch)? If yes, reply 'INFO' and I'll send details."
Proof
Subject: Recent wins
Body:
"Quick share: we helped several owners secure $100K+ in 0% business credit—no tax returns. If you want me to check your options, reply 'CHECK' and I'll send the 2-minute pre-qual."
Urgency
Subject: Opening 5 spots
Body:
"I'm opening 5 spots this week to help business owners access $100K–$200K in 0% funding. If you want one, reply 'READY' and I'll send next steps."
Follow-Up Cadence (non-negotiable)
1
Day 1
Send
2
Day 3
Follow-up to non-responders: "Still want the details?"
3
Day 7
Final nudge: "Want me to check eligibility? Takes 2 minutes."
Track replies & booked calls in your CRM (GHL recommended).