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 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 managing 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 keep you top of mind 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 span multiple channels including SMS, phone calls, 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 to unqualified leads.
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 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 SMS/call task content to match your tone and strategy
- Use tags or filters to group leads by Action Plan status for easier tracking
Monthly Action Plan Example
This plan prioritizes property owners based on their property score, categorizing them into different contact frequency groups. Each group is further segmented into A, B, and C subcategories, with 'A' having the highest score.
| Month | Contact Method | 30-Day | 60-Day A | 60-Day B | 90-Day A | 90-Day B | 90-Day C |
|---|---|---|---|---|---|---|---|
| 1 | Direct Mail | ✓ | ✓ | ✓ | |||
| SMS | ✓ | ✓ | ✓ | ||||
| Cold Call | ✓ | ✓ | ✓ |
? Contact Frequency Key
- 30-Day: Contact every 30 days
- 60-Day (A, B): Contact every 60 days. 'A' has higher priority than 'B'
- 90-Day (A, B, C): Contact every 90 days. Priority decreases from 'A' to 'C'
✓ indicates the group that should be contacted using the specified method during that month.
Quick 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 anytime if the lead becomes active or unqualified
- Multichannel automation helps maintain consistent engagement
Need help choosing or adjusting your Action Plans? Contact your Customer Success Manager for personalized support and to access tutorial videos.
