Daily Agenda
Morning hours
Buy from Leads Mall
Use the Pulled Leads
Run a campaign
IF Thursday - send Thursday Texts where applicable
IF it’s Month End - send Month End Texts where applicable
Ringy:
Go to Inbox
Blue unopened
Reply Accordingly work your timeline
Go to Leads List
Phone Calls
Sort by “New Lead” List
Sort Eastern Time zone at 7am
Then sort Aged leads after
Sort Central Time zone at 8am
Then sort Aged leads after
Sort Mountain Time zone at 9am
Then sort Aged leads after
Sort Pacific Time zone at 10am
Then sort Aged leads after
“Phone/EM/Referral” List
Follow Up System
Sort by Working Text
Double text no replies
Work through timelines
Sort by Appt Missed
Reply Accordingly
Sort by Appt Completed
Reply Accordingly
Tag those necessary Appt Never Closed
Sort by Working Phone, Working Email, Personal/Referral
Address accordingly
Work in box as needed
Evening Hours
Ringy:
4:00 Run this campaign
Sort by NC for the date 10 & 20 days back. (based on funds available)
Send a bulk text
Go to Inbox
Blue unopened
Reply Accordingly work your timeline
Go to Leads List
Sort by Range Works F/U 3
Tag Range Works F/U 4
Sort by Range Works F/U 2
Tag Range Works F/U 3
Sort by Range Works F/U 1
Tag Range Works F/U 2
Sort by Range Works
Tag Range Works F/U
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Sort by Range Sent F/U 3
Tag Non-Responsive/Ghosted
Sort by Range Sent F/U 2
Tag Range F/U 3
Sort by Range Sent F/U 1
Tag Range F/U 2
Sort by Range Sent
Tag Range F/U 1
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Sort by Working Text
Double text no replies
Work through timelines
Sort by Appt Booked
Reply Accordingly
Presets – Appt Hold 1, 2
Sort by Appt Missed
Reply Accordingly
Sort by Appt Completed
Reply Accordingly
Tag those necessary Appt Never Closed
Sort by Working Phone, Working Email, Personal/Referral
Address accordingly
Send Quote Emails - Sort by Range WORKS F/U 2
Email Quote
Preset Quote Email Sent
Tag Quote Email Sent
Phone Calls
Sort by “New Lead” List
Sort Eastern Time zone no later than 7pm
Then Aged leads after
Sort Central Time zone no later than 8pm
Then Aged leads after
Sort Mountain Time zone no later than 9pm
Then Aged leads after
Sort Pacific Time zone no later than 10pm
Then Aged leads after
Phone/EM/Referral” List