Hey everyone!
Keeping up with leads can feel like a full-time job, right? That’s exactly why we created Action Plans, it’s like your personal assistant for lead engagement! It’s an extraordinary list designed to automate key tasks, streamline your lead follow-up, and nudge you with timely reminders. If you’re not using them yet, you’re missing out on making your engagement process more efficient and a whole lot less stressful!
Here’s how it works: When a lead submits a form (whether it’s for buyers, sellers, or a contact form), you can automatically enroll them into a tailored Action Plan. These plans guide you on exactly when to call, text, or email the lead, so you never miss a step. And if they respond? The system can automatically remove them from the plan to keep conversations fresh and relevant.
I’m a huge fan of our Speed to Lead Action Plan, which is a plan or task list that’s effective for engaging and converting leads. It starts with an immediate call, a text, and an automated email to keep things moving forward. And it spans a few days with follow-up calls and personal emails, so you’re always in touch without overwhelming the lead. You can check out the full Speed to Lead Action Plan in our blog post.
Of course, you can also customize and create your Action Plans in REW CRM. Here are a few tips when setting up:
- Customize for Lead Type: Different leads need different approaches, so tailor your Action Plans accordingly.
- Don’t Overwhelm: Space out your tasks to avoid bombarding your leads with too many messages at once.
- Use Automation: Automated emails and lead routing to Action Plans can make life SO much easier and ensure timely follow-ups.
Start setting up your Action Plans by following the step-by-step guide in our blog post. Plus, stay tuned for our instructional video on REW Academy’s Video Gallery for the visual guide.
Don’t forget about our 12 Days of Christmas promo!! Check out the special offers we have going on for new and existing customers. You’ll find deals on additional sites, CRM modules, PPC, SEO, and more. Another exciting promo: you get 1 entry to our iPhone 16 giveaway when you book a demo!
Comment below if you’re interested to explore this amazing holiday promos!
