The Monthly Action Plan for Property Owner Contact is a structured system designed to help you engage property owners consistently and efficiently based on their 8020REI Score and urgency level.
By categorizing properties into Urgent, High, and Low priority groups and further segmenting them into A, B, and C subcategories this plan enables targeted, timely communication across multiple marketing channels.
Contact Frequency by Priority
? Urgent: Contact every 30 days
? High (A & B): Contact every 60 days
? Low (A, B & C): Contact every 90 days
Each group is ranked by score, with A being the highest-scoring properties within that category.
Monthly Communication Plan
| Month | Contact Method | Urgent | High A | High B | Low A | Low B | Low C |
|---|---|---|---|---|---|---|---|
| 1 | Direct Mail | ✓ | ✓ | ✓ | |||
| SMS | ✓ | ✓ | ✓ | ||||
| Cold Call | ✓ | ✓ | |||||
| 2 | Direct Mail | ✓ | ✓ | ✓ | |||
| SMS | ✓ | ✓ | ✓ | ||||
| Cold Call | ✓ | ✓ | ✓ | ||||
| 3 | Direct Mail | ✓ | ✓ | ✓ | |||
| SMS | ✓ | ✓ | ✓ | ||||
| Cold Call | ✓ | ✓ | |||||
| 4 | Direct Mail | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| SMS | ✓ | ✓ | ✓ | ✓ | |||
| Cold Call | ✓ | ✓ | ✓ | ✓ |
Key Details
✓ = Group is contacted that month using the specified method
Rotation: Each contact method (Direct Mail, SMS, Cold Call) is rotated monthly to maintain variety and maximize reach
Segmentation Logic:
Urgent = Top-scoring properties (most aligned and motivated)
High A & B = Strong score, moderate urgency
Low A, B, C = Remaining list, lowest urgency or fit, but still valuable
Why This Structure Works
Ensures consistent follow-up across all lead segments
Prioritizes your time and marketing spend on the highest potential properties
Reduces lead fatigue by alternating contact methods
Increases response likelihood through regular and diverse outreach
Best Practices
Review your Action Plan assignments monthly to align with updated property scores
Adjust the subcategories (A, B, C) based on list size and marketing capacity
Use this system in combination with automated workflows in your 8020REI domain
Need Help Configuring or Adjusting Your Action Plans?
Our team can help you map this strategy directly into your account and tailor it to your list volume and team bandwidth.
Contact your Customer Success Manager, or
Email us at support@8020rei.com