Here are some automations we recommend. All you need to do is turn them on to get started. Start with one or a few and expand as you need. You can also build your own or edit the ones we've created.
♨️ Create more opportunities by re-engaging Stale Leads
- Turn on the Re-engage stale leads Automation
- Tag leads that have gone cold with the re-engage tag
- Create a smart list with tag = re-engage + last email activity was less than 7 days ago
- Review that smart list and Follow up via text/call for anyone that appears on that list
💻 Follow-up with your hottest leads (those very important people inquiring about multiple properties).
- Turn on the New Inquiry for an existing lead: Follow up for 1 week Automation
- Complete your tasks everyday.
- That's it! We will trigger this automation when the time is right.
🏡 Turn your open house attendees into clients
- Turn on the Open House Follow Up Automation
- Edit the automation to add an action plan to follow-up
- Add your open house attendees via import, manually one at a time or automatically if you use Spacio
- Tag each person with Open House Attendee
- That's it!
🔥 Convert your unconverted hot leads
- Setup the Follow Up Boss pixel and your specific website integration
- Turn on the Unconverted lead is active now. Call! Automation
- Complete your daily tasks (we will tell you who to call and when!)
📆 Automatically follow-up with long-term buyers
- Turn on the Nurture Long Term Buyers Automation
- When you identify a lead's purchase timeframe is 3+ months out, change their stage to nurture
🏦 Send your hottest leads to your lender
- Turn on our Hot leads to lender Automation
- Make sure your lender is added as a Follow Up Boss user
- Turn on the Hot leads to lender Automation
- Assign your lender to the appropriate leads
- That's it!
🔄 Reassign a new lead that has not been communicated to in the first 12 hours
- Turn on our New Lead Reassign Automation
- Add a step in the action plan you have applied to a source on the lead flow page for the second day adding the tag New Lead Communication
- If the lead has not been called, emailed, or texted 1:1 by the assigned agent the lead will be Reassigned to a First To Claim group.
Past Client Automations
💰 Turn one deal into another by keeping in touch with newly closed clients
- Turn on the Post Closing Follow Up Automation
- When a client closes, change their stage to closed
- Complete the tasks for your client (don't worry. We will assign them to you automatically)
🎈 Send a Happy Birthday email to your clients automatically
- Turn on the Happy Birthday Automation
- Fill out the birthday custom date field for every client
- That's it! We will do the rest!
🏆 Get in touch with recently active past clients - gold!
- Make sure your website is integrated with Follow Up Boss (hint: install our pixel)
- Turn on the Past Client Saved Home Automation
- That's it!