One of the most important things you can do to build your brand and business is deliver a consistent, professional, and personalized level of service. And that means effective and timely follow-up! Action Plans are the ultimate tool to keep you organized and on track with tasks and communications. Think of them as your 'play books' for what to do, and when, with your network of customers. They'll quickly become the cornerstone for your customer operations!
Take advantage of the new and improved Action Plans in Prospects CRM including:
- Seller Prospect Plan – 2 Months
- Seller Prospect Plan – 4 Months
- New Listing Plan
- Seller Closing Checklist
Buyer Action Plans:
- Buyer Prospect Plan – 2 Months
- Buyer Prospect Plan – 4 Months
- Buyer Closing Checklist
Every Action Plan is packed with helpful reminders, and professionally written email content to nurture your customers at every sales stage. Use them as-is or customize them to reflect your own best practices by adjusting the sequencing of events, adding or removing tasks, and modifying content.
Tip: Many activities in the Action Plans include helpful information, ideas, and tips designed especially for you. Open the activity and look in the Notes section to see what's available.