In 8020REI, Action Plans are automated sequences of tasks designed to help you follow up with leads consistently and strategically over time. These tasks can include SMS messages, phone call reminders, or follow-up prompts — all spaced out over a predefined schedule.
What’s the Purpose of an Action Plan?
The goal of an Action Plan is to automate your follow-up process and ensure no lead is left behind. By engaging with leads at the right time and through the right channels, you increase your chances of converting them into deals — without needing to manage every step manually.
How Do They Work?
Each Action Plan includes 10 to 15 automated tasks, spread across a timeframe (typically 30 to 90 days). These tasks are designed to keep you top of mind for the lead and can include:
Day 0 – Send introductory SMS
Day 7 – Call follow-up reminder
Day 30 – Send reminder SMS
Day 60 – Schedule another call
Day 90 – Final outreach SMS
Tasks may span multiple channels including SMS, phone call tasks, and reminders — enabling a multi-touch, multichannel follow-up strategy.
When Should You Assign an Action Plan?
You should assign an Action Plan only after confirming two things:
You've reached the Decision Maker — the person with authority to sell the property
There is some level of interest in selling
Assigning plans too early can lead to wasted effort and poorly timed outreach.
If a plan is assigned to the wrong contact or too early in the conversation, you risk automating messages to an unqualified or uninterested lead — which may hurt your engagement.
How to Stop or Pause an Action Plan
If a lead responds, or their status changes (e.g., no longer interested), you should manually pause or cancel the Action Plan. This prevents further automated messages from being sent and allows you to manage the lead more appropriately.
You can stop a plan directly from the Property View or CRM activity panel.
Best Practices
Choose the right Action Plan for the situation — not all leads require long-term nurturing
Pause or cancel the plan if the lead becomes active or disqualified
Review and adjust the content of your SMS/call tasks to match your tone and strategy
Use tags or filters to group leads by Action Plan status for easier tracking
Summary
Action Plans automate your SMS, call, and follow-up sequences
Each plan includes 10–15 steps spaced out over time
Only assign plans after confirming interest and the Decision Maker
You can pause or cancel a plan any time if the lead becomes active or unqualified
Multichannel automation helps maintain consistent engagement
Need help choosing or adjusting your Action Plans? Contact your Account Manager for personalized support.
Want to See It in Action?
Watch this short tutorial video for a full walkthrough:
