Question: Action Plans

[blakeeu]

Just wanted to be clear... the only usage for Action Plans is pretty much one plan per agent that gets assigned when the agent is assigned?

We typically (and i think this is rehash from past posts) had an A,B,C buyer action plan for each buyer agent that was launched according to the buyers timetable... but as i understand it now... pretty much one "Action Plan" for each agent... and not different choices of action plans assignable per agent?

thanks... just trying to figure out how to use the single action plan per agent.

[Ryan Ward]

This is the best I can understand it right now. Maybe read through this thread to see if you can gleam any insight...

[blakeeu]

Thanks Ryan... I'm in your camp on this... but for our purpose, as we have a lead manager that work the leads until contact is made and then assigns to agent... we have no current use for this with only one plan per agent... in TP we has A Plan (next 30 days) B Plan (60-90) and then C Plan (90 +)... worked very well for us.... maybe in time this will work... but love the system otherwise... much improved.

[Ryan Ward]

Yes. This section is not ideal as they aren't really action plans. There are just too many different things that we need to be able to do to tie them to an agent in the current form.

Action plans need to be independent of agents and leads both. What they really need to be is a customized set of different things like drip emails, phone follow up reminders etc...that could then be applied to a lead with some way for the lead manager/superadmin to hold agents accountable to any number of plans.

Something for new registrations, something for buying next year, something for a closed client, something for whatever...maybe even something for a FSBO database where you have a complete action plan for sellers you enter into the database and then place on a FSBO action plan.

What it is right now is more of a rigid reminder plan that can be applied to an agent. That's not really an action plan.

I have one plan set up that I will be testing with one agent to see how it works. It's just a phone follow up reminder plan in it's current form for me.

It cannot be used to replace TP in it's current form and I'm pretty sure that it isn't supposed to. Although, I sort of thought that it would and one day probably will...

[blakeeu]

agreed.