This package combines the Pipeline Automation package and adds AI triage, reengagement, and dynamic database organization.
AI Triage
- Leads enter the system from your ads/lead funnels and are engaged by the AI Sales Agent in Lofty
- Based on the conversation during the qualification process, they are tagged with a specific tag (Needs Financing, Just Looking, etc)
- Tagged leads automatically triaged (sorted) into specified Pipelines to organizing the incoming and responding leads automatically
- Leads in the specified Pipelines trigger the nurturing Smart Plans which triggers that specific Smart Plan
AI Reengagement
- Behaviors, such as multiple views of the same property, saving properties, etc will trigger the AI Sales Assistant to engage the lead
- During the nurturing process, the AI Sales Agent will be triggered to engage the lead and perform a specific action path
- The specific action path is determined by lead type and behavior type as well as Pipeline status
Dynamic Database Organization
- Active Segments offer a dynamic and consistent method of ensuring everyone is right where they need to be
- This eliminates the guesswork of who you should follow up with and who you can leave alone
- Organization is based on behaviors and communication
- Reminder timers are set to give a visual queue of how often to manually reach out to the leads
- These serve as task replacements so your system is less clunky and cumbersome
You have the best CRM platform. Let’s get the best follow-up system in place for you!
Pipeline Automation Package
- Automation Smart Plan Package
- AI Triage
- Pipeline Nurture
- BBQ Follow Up™ Smart Plan Package
- Lead Pond or Long-term Nurture Engagement
- Pipeline Setup
- Segment Setup
- Database Filter Package
- Website Registration Settings
- AI Sales Assistant Setup (if you’re using it)
This combines exclusive, proven Smart Plans with a simple database organization system that is so effective, it practically pays for itself.
