Watch Albert Vasquez in action 👆 and use his automations below 👇
Setting the Accountability
This is the backbone for setting up accountability checks for your agents. Start the Albert accountability method by turning on this automation.
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Week 1 Check-Ins
2 Min Talk Time without changing stage
This automation ensures that your agents are updating the stage once they've spoken to a lead
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Not back on site - Push listing alert
This automation ensures that your leads are returning to your site within the first week
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Phone Calls Check
This automation will check to make sure that assigned agents are attempting to call their leads at least 5 times in the first week
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Greater than 5 Property Views
This automation will email your lead a list of the last five properties they viewed to keep them engaged during their first week
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Week 2 Check-Ins
2 Min Talk Time without changing stage
This automation ensures that your agents are updating the stage once they've spoken to a lead
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Not back on site - Push listing alert
This automation ensures that your leads are returning to your site in the second week
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Phone Calls Check
This automation will check to make sure that assigned agents are attempting to call their leads at least 10 times in the first two weeks
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Website Active
This automation will email your lead a list of the last properties they viewed to keep them engaged during the second week
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Week 3 Check-Ins
No Response from Lead - Phone Check
This automation will run if the lead has been unresponsive for the first two weeks. The email sent will check to see if you have the correct contact information.
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Email Check
This automation will run during the third week if there has been no email activity from the lead. It will assign a task to make sure emails are being delivered
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Week 4 Check-Ins
Team Pond
This automation will run on week four if the lead is still in the stage of lead. The automation will add collaborators and mark the lead ready to be released to a pond
