Getting too busy and dropping the follow-up items? Action Plans will help you follow up with your contacts whether as a reminder, an email, or a text message. As with most people, we often remember what we need to do today but it's the 2nd, 3rd, or 4th touch that we forget about. That's where Action Plans can help you - Fire & Forget! That way, you don't have to remember the sequence of events needed for each client. By using Actions Plans, you will ensure that things are not overlooked or forgotten and that you are consistently following up with clients.
With Action Plans, you can use the templates to customize your messages to your contacts. You can set it up with a reminder, task, email, or SMS. With the templates, you've got 95% of the work done, just customize the last 5% with your name and signature.
In addition to the default Action Plans, you can download more content in the Action Plan Library.
You can search for new content that is been created by top-producing agents sharing their best practices. You can search and filter by topics using tags such as Lead Generation, Buyer, etc.
By leveraging Action Plans, you have a process that you can follow up on consistently every time. We have leveraged the best practices created by the Top 5% of real estate agents. Take advantage of their experience and methods to build your business!
If you have any questions, email us at support@fieldnotes.ai.