Lead Management-We have it!
Here is a 6 month automatic drip email & agent reminder "Lead Incubation" plan.
Manage multiple leads quickly
and never loose an opportunity or customer.
List
of Action Plan Events
Total
Records: 15
Name
Task
Type
Event
Timing
Specific Date (mmdd)
Days
After
Counts
as Update
EMAIL -
Determining Your Budget (copied 01-03 12:24)
Auto
Email
After
Start Date
21
Check
in: Personal Call or Personal Email (30 days)
Calendar
After
Start Date
30
EMAIL -
CENTURY 21 Agents are Here to Help! (copied 01-03 12:24)
Auto
Email
After
Start Date
42
Check
in: Personal Call or Personal Email (60 day)
Calendar
After
Start Date
60
EMAIL -
Checklist Before You Buy (copied 01-03 12:24)
Auto
Email
After
Start Date
63
EMAIL -
How Long Does It Last (Appliance Basics) (copied 01-03 12:24)
Auto
Email
After
Start Date
84
Check
in: Personal Call or Personal Email (90 day)
Calendar
After
Start Date
90
EMAIL -
Feeling like you need a change? (copied 01-03 12:24)
Auto
Email
After
Start Date
105
Check
in: Personal Call or Personal Email (120 days)
Calendar
After
Start Date
120
EMAIL -
Finding that your home is larger than you (copied 01-03 12:24)
Auto
Email
After
Start Date
126
EMAIL -
Mortgage Tips (copied 01-03 12:24)
Auto
Email
After
Start Date
147
Check
in: Personal Call or Personal Email ( 150 days)
Calendar
After
Start Date
150
EMAIL -
Timing is everything (copied 01-03 12:24)
Auto
Email
After
Start Date
168
Determine next steps (copied 01-03 12:24)
Calendar
After
Start Date
189
EMAIL -
Start Building your Nest Egg Now (copied 01-03 12:24)
