Are your leads on automatic follow-up plans in your CRM?

CRMs like Follow Up Boss or BoldTrail send follow-up texts and emails on a schedule and remind you when to call. No lead gets forgotten when you are busy.

How to automate it

How to automate “follow up with open house visitors”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

30 min

typically, once a week

75%

of the time can be automated

Easy

to set up

Fix 1 of 2

Software featureBest fix

Use a digital open house sign-in that feeds the CRM

Visitors sign in on a tablet or by QR code; they go straight into your CRM with an automatic thank-you and follow-up plan.

Typically saves about 60% of the time30 min to set up

1Use the open house app in your CRM, or a tool like Spacio or Open Home Pro.
2Put a QR code at the door and a tablet on the counter.
3Connect it to your CRM and attach the open house follow-up plan.
4Call the hottest visitors yourself the next day.

Tools: Spacio · Open Home Pro · Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive

Fix 2 of 2

Automation

Put every lead on an automatic follow-up plan in your CRM

Action plans and smart campaigns send texts and emails on a schedule and create call tasks for you, so no lead goes cold because you were busy showing.

Typically saves about 50% of the time2 h to set up

1Use the action plans or smart campaigns in your CRM (Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive).
2Build three plans: new online lead, open house visitor, past client.
3Write short, personal-sounding messages; mix texts, emails and call reminders.
4Make plans stop automatically when the lead replies.
5Each morning, work only the call tasks it creates.

Tools: Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive

Quick wins

Have you tried…

Are your leads on automatic follow-up plans in your CRM?: CRMs like Follow Up Boss or BoldTrail send follow-up texts and emails on a schedule and remind you when to call. No lead gets forgotten when you are busy.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Real estate agent

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