Action Plans
Fix your follow-up process with automated accountability
The Problem
Agents follow up with just 29% of leads and rarely more than once. Considering it takes 183 days and multiple contacts to convert the average lead, this means you're losing 71% of the leads you buy. The culprit? Most CRMs fail to guide agents on consistent follow-ups.
The Solution: LEADEST8 Action Plans
With LEADEST8, follow-ups become automatic and seamless. Action Plans are your team’s built-in memory, ensuring consistent communication with leads, clients, past clients, and referrals.
Key Features of Action Plans
- Automated Follow-Ups: Send automatic emails, texts, and reminders to ensure no lead gets forgotten.
- Centralized OS for Lead Management: Get all your leads and contacts in one place for better team collaboration and efficiency.
- Task Tracking: Hold agents accountable with task prompts and clear tracking.
- “Always On” Follow-Ups: Stay top-of-mind with leads and clients by automating consistent touchpoints.
Empower Your Team to Build Relationships
LEADEST8 automates repetitive tasks so your agents can focus on what they do best: building relationships and closing deals.
- Custom and Pre-Built Action Plans: Use community-created templates or build your own tailored workflows.
- Automatic Texts and Emails: Follow up with new leads immediately with pre-written templates.
- Drip Campaigns: Automate long-term lead nurturing with consistent messaging.
- Automatic Task Creation: Keep agents organized with tasks generated based on lead activity.
- Lead Tagging and Stage Tracking: Segment and track leads throughout the sales pipeline.
- Collaboration Tools: Work together seamlessly as a team.
- Detailed Reporting: See metrics like emails sent and speed to first email for better coaching and insights.
Why Choose LEADEST8?
Action Plans transform follow-up from sporadic to systematic. With automated accountability, you’ll ensure every lead gets the attention needed to convert—without re-training or micro-managing your team.
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Unlock the power of Action Plans and the full suite of LEADEST8 tools to turn more leads into clients, effortlessly.