While you can create your own action plan from scratch, Follow Up Boss has action plans you can start using right away. Use them as they are or edit them to make them feel more personal. Here are the plans available to you today, organized by type!
New leads
Buyers
- For most paid buyer leads (R.com, Homes.com): Zillow / Trulia / Realtor.com with text message action plan
- For Facebook leads: Facebook Lead Ads action plan
- For website leads: Buyer New Lead Website Registration (in every Follow Up Boss account). Alternative option: Aggressive New Internet Registration (Click on the automation to copy the action plan to your account)
- For open house leads: Open House Leads
Sellers
- For seller leads: Seller Lead Drip
- For home evaluations: Seller Home Evaluation Request
Nurture/Re-engagement
- Nurture campaign: Buyer Long Term Nurture
- Stale leads: Stale Lead Engagement
- Re-engage a lead or nurture that has stopped responding: Ghosted!! Talk to Me (Click on the automation to copy the action plan to your account)
Closing/Transactional
- Closing plan: Post Closing Plan
- Closing plan: Renee Funk's Ultimate Past Client Checklist (Go to Action Plans > Action Plan Library > Closing to find it and copy it to your account!)
Miscellaneous
- Renter to Buyer: Renter to Buyer (Click on the automation to copy the action plan to your account)
- Intro to a referral: Warm Lead Brand Intro (Click on the automation to copy the action plan to your account)