CampaignFlow sequences – Company Properties
Sequence – New Lead
1. Auto email to Sales rep advising of lead.
2. Thanks for your enquiry email.
3. Task assigned to the sales rep for follow-up call – day 1
4. Task assigned for follow-up call – day 4
5. Follow-up email suggesting a demo. – day 6
6. Sequence removed with customer Journey change (Post Meeting).
Sequence – Open Opportunity
1. Task - Follow-up email – day 1
2. Follow-up call post meeting – day 2
3. Follow-up call – day 7 – Repeat on 7 day cycle
4. Sequence removed with customer Journey change (Sate Lead or
Onboarding in Progress).
Sequence – Stale Lead
1. 30-day call. Repeated
2. Sequence removed with customer Journey change (Open Opportunity or
Onboarding in Progress).
Sequence – Onboarding in Progress
1. Welcome email – Day 1
2. Welcome call – Day 1
3. Check-in – Day 3 - Lets move this out to Day 7 or 10. With current
market I think 2 days later is too short. I checked in with an office
that I presented to 10 days ago and they had not listed any
property since then so I think we should have a few extra days
lead in.
4. Education email – Day 7 +2/3 days
5. Task & call – Check account activity - Day 14 – Repeat 14-day cycle.
6. Sequence removed with customer Journey change once comfortable
(Onboard or Stale User).
Sequence – Onboard
1. Task & call – Check account activity, and gather feedback. Offer training
and cross-sell. – day 30 - Repeat 45-day cycle.
2. Sequence removed with customer Journey change if required
(Closed/deactivate or Stale User).
Sequence – Stale User
1. Task & call – Update on improvements. Attempt pitch or training. – day 30 -
Repeat 45-day cycle.
2. Sequence removed with customer Journey change if required (Onboarding
in Progress or Onboard).
Commission Flow - Contact Properties
*All agents will receive just sold prospecting emails unless removed or
unsubscribed in Campaign Monitor. Lead rating.
Sequence – Hot
1. Call & email lead – day 1
2. Follow-up call – day 2
3. Follow-up text – day 3
4. Task assigned for follow-up call – day 5
5. Follow-up email with cross-sell for CampaignFlow and Equity Flow. – day 8
6. Follow-up call on - day 9 – Move to Warm if not Converted.
7. Sequence removed with lead rating change (Converted, Warm, Cold or
Lost).
Sequence – Warm
1. 14-day call. Repeated
2. Sequence removed with lead rating change (Converted, Cold or Lost).
Sequence – Cold
1. No contact plan. Will receive weekly sold emails.
2. Sequence removed with lead rating change (Converted, Hot, Warm or
Lost).
Sequence – Converted
1. Task – Move to suppression list in Campaign Monitor – day 1
2. Call to see if an advance is submitted – day 1
3. Once advanced cross-sell email – day 7 (adjust task if required)
Sequence – Lost
No sequence. Will still get sold emails and remain in the system for targeted
offers.
