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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.
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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.
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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.

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