Action Plans in 8020REI are structured sequences of tasks and communications tailored to guide properties through the sales pipeline. They automate outreach efforts, ensuring timely and consistent engagement with potential sellers across various marketing channels.
Purpose of Action Plans
Action Plans are designed to:
Automate Outreach: Streamline communication processes across SMS, calls, and emails.
Segment Leads: Categorize properties based on urgency and seller motivation.
Enhance Efficiency: Reduce manual tasks, allowing focus on high-priority leads.
Maintain Consistency: Ensure uniform messaging and follow-up procedures.
Components of an Action Plan
Each Action Plan comprises:
Triggers: Conditions that initiate the plan (e.g., new lead added).
Steps: Defined actions such as sending messages or scheduling calls.
Timelines: Specific intervals between each step to optimize engagement.
Outcomes: Desired results, like setting an appointment or closing a deal.
Types of Action Plans
8020REI offers various Action Plans tailored to different lead categories:
Urgent: Targets highly motivated sellers requiring immediate attention.
High: Focuses on leads with significant indicators of distress.
Medium: Engages potential sellers showing moderate interest.
Low: Maintains contact with leads having minimal immediate motivation.
Each plan is customizable to fit your specific marketing strategy and goals.
Integration with Marketing Channels
Action Plans seamlessly integrate with:
SMS Campaigns: Automated text messages to initiate and maintain contact.
Cold Calling: Scheduled calls with scripts aligned to lead status.
Direct Mail: Timed mailings coordinated with digital outreach efforts.
This multi-channel approach ensures comprehensive coverage and increases the likelihood of successful engagements.
Customization and Management
Within the 8020REI platform, you can:
Create New Plans: Design Action Plans from scratch to suit unique needs.
Edit Existing Plans: Modify steps, timelines, and messages for optimization.
Assign Plans to Leads: Apply specific Action Plans to individual properties or lead segments.
Monitor Performance: Track the effectiveness of each plan through analytics and reporting tools.
? Learn More
For a detailed walkthrough of setting up and utilizing Action Plans, watch the following video:
If you need assistance in creating or optimizing your Action Plans, feel free to reach out to your Customer Success Manager or contact us at support@8020rei.com.