follow_up_process
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follow_up_process [2019/06/07 21:12] brittany |
follow_up_process [2019/10/15 20:31] michaels |
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| =====Follow Up Process===== | =====Follow Up Process===== | ||
| - | To see a list of follow up examples, click [[start#follow_up_scripts|here]]. | + | To see a list of follow up email examples, click [[start#best_practices_resources|here]]. |
| Here is the way you should be working the system to do more business: | Here is the way you should be working the system to do more business: | ||
| - | 1. Call the lead asap!! If you get them live use Internet Script to Qualify and educate. (you should also know how the website works so you can assist them) | + | 1. Call the lead asap!! If you get them live use internet script to qualify and educate. (you should also know how the website works so you can assist them) |
| - | 2.1. If you do not get them leave a message using a nice mail Script | + | * If the lead does not answer, leave a message using an email script. |
| + | * Send them an email from your Template Email. | ||
| - | 2.2. Send them an email from your Template Email | + | 2. I would also schedule a follow up to call them at least once or twice. If the lead does not answer, use the voice mail script once more. There is no need to send another email. |
| - | 3. I would also schedule a follow up to call them at least once or twice. If you do not reach them use the Voice mail Script once more and no need to send another email. | + | **Note**: If the number is bad (fake number), but the email appears to be good, then send them an email from your Template Email. |
| - | -Note - If the number is bad, but the email appears to be good then send them an email from your Template Email | + | 3. Make sure you are following up daily on anyone adding favorite properties. There is a url you can link on from the "Daily Follow Up:" reminder email you get from the lead manager. Call them and also send "Favorite Property Added Follow Up" email if they do not answer. |
| - | 4. Make sure you are following up daily on anyone adding favorite properties. There is a link you can clink on from the "Daily Follow Up reminder Email" you get from the lead manager. Call them and also send "Template: Favorite Property Added Follow Up: email if you do not reach them. | + | 4. Also search **Active Date** and **Start Date**, sorting by oldest to newest and call them. Send the "Active Lead Email Follow Up" email template if you do not reach them. |
| - | 5. Also search Activity today and sort start date by oldest to newest and call them and also send "Template: Active Lead Email Follow Up: email if you do not reach them. | ||
| - | + | **Sidenote**: Change names and websites in the scripts as you see fit. | |
| - | Sidenote: Change names and websites in the scripts as you see fit. | + | |
follow_up_process.txt · Last modified: 2020/05/28 21:07 by michaels
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