Reach owners
Follow up by text, email and phone
Most deals come from owners who were not ready the first time. We make sure they keep hearing from you.
In plain words
When an owner says maybe later, many businesses write a note and forget about it. Months later that owner sells to someone who kept in touch.
We set up a follow up plan for every lead. Some messages go out by themselves, like a text a week later or a monthly email. Others are phone calls our team makes on schedule. You can see every touch in your CRM.
What you get
- A follow up plan for each type of lead, such as hot, warm and not now
- Text and email messages written for your business
- Messages sent on schedule by your CRM
- Follow up calls from our team when a lead needs a person
- Replies routed to you or to our team right away
- Leads moved forward in your CRM when they respond
How it works
Review your leads
We look at where your leads come from and where they get stuck.
Write the plan
Message timing and wording for each type of lead, approved by you.
Turn it on
We set up the messages in your CRM and test them.
Keep it running
Our team handles replies and calls, and we improve the messages over time.
Who it is for
- Anyone with old leads sitting in a CRM or spreadsheet
- Investors with lots of not now sellers
- Agents who want to stay in touch with past clients and their sphere
What we need from you
- Access to your CRM or lead list
- Your phone number or texting tool, or we help you set one up
Good to know
Texting rules are tighter than email rules. We only send texts in ways your phone provider allows, keep opt out requests and stop messaging anyone who asks.
Common questions
Will the messages sound like a robot?
No. We write short, plain messages in your voice and you approve them first.
What if I do not have a CRM?
We can set one up for you. See our CRM setup service.
Can you follow up on my old leads?
Yes. Old leads are often the fastest place to find a deal.
Works well with
Automation
Repeat tasks done by your systems, so leads get answered fast and nothing is forgotten.
Read more about Automation
CRM setup
Your CRM set up around how you actually work, so every lead has a clear next step.
Read more about CRM setup
Cold calling and appointment setting
Trained callers phone your owners, find the ones ready to talk and book appointments for you.
Read more about Cold calling and appointment settingNot sure where to start?
Book a short call. We will listen to how your business works today and tell you honestly which services would help, if any.