ACTION PLANS

These action plans were created to help you take action within Agent CRM!
Just pick a plan and follow the steps.

Revive Your Dead Leads

  • Click the button below to import our workflow that has a placeholder for a voicemail & also a pre-written email (most of you will already have this in your account, but just in case you don't you can request it for free)

  • Record your own voicemail and replace it in the workflow. If you need help recording, you can use THIS LINK

  • Edit the email so it has your voice & signature

  • Publish the workflow

  • Select the contacts that you want added and add them to this new workflow

Ask For Referrals

  • Click the button below to import our workflow that has two pre-written emails

  • Edit the emails so they have your voice & signature

  • Publish the workflow

  • Select the contacts that you want added and add them to this new workflow

Set Up Your Happy Birthday Workflow

  • Click the button below to import our workflow that has a pre-written email & text message

  • (most of you will already have this in your account, but just in case you don't you can request it for free)

  • Edit the email/text so it has your voice & signature

  • "Publish" the workflow and now it will tell your list Happy Birthday at 8 AM on the day of their birthday

Edit Your Calendar Funnel

  • Go to your calendar funnel (Sites >> Calendar Funnel >> Click on the yellow "Edit Page" button)

  • Edit the headline & sub headline at the top of the page (if needed)

  • Replace the photo with your headshot or logo

  • Change your name and put a brief bio

  • Make sure you have the correct calendar attached to the funnel

  • Replace "BUSINESS NAME" at the bottom of the page

  • Make any other edits you desire

  • Attach your domain (if you have one) to your funnel

  • (our training course shows you how)

Tell Your List Merry Christmas

  • Click the button below to import our workflow that has a pre-written email & text message

  • Edit the email/text so it has your voice & signature

  • Choose the contacts that you want it to send it and add them to that workflow