Follow Up and Campaigns
Updated
Follow Up Process And Campaigns
Task Priority - Redial times may vary as our call queue algorithms are very intricate. If calls are to get backed up, it will delay the lowest priority calls first. This may result in the day of the next call not being exact and is done on purpose to ensure lower priority calls stay below higher priority calls.
Follow Ups - Our ISA's use their best judgment based on the conversation that has been had with the lead on when to set the follow up task for continued outreach. Our rule of thumb, is to check in and set a follow up (at the very least) for 1/3 of the time between when the engagement, and when the lead says they want to buy or sell. So if a lead says they are looking to buy or sell in 6 months, our ISA will set a follow up for 2 months out.
Call Campaigns
ISA Call ASAP - This Campaign will be put on every single "hot lead" or "new lead" or even sometimes referred to as a "prospecting lead" and it will come into the queue labeled CallASAP. This is meant to be recognized by your ISA as a lead that should be called immediately. The actual campaign only consists of a webhook that send the lead into the queue to be called right away. The ISA will recognize that the lead had not been called before, thus continuing to carry out the first call attempt.
ISA Call Campaign - This is the call campaign that will also get added to every new lead that needs to be set on the Lead Fusion routine call schedule. You can be assured that if this campaign is on, no contact has been made and it is simply set to receive our series of calls that we have planned over the set period of time. This call routine has been statically proved to get the best results and will remain on a lead until contact has been made, only then will our ISA need to set a manual callback accordingly.
- Call immediately
- Day 2 Call
- Day 4 Call
- Day 7 Call
- Day 15 Call
- Day 30 Call
- Day 45 Call
- Day 50 Call
- Day 60 Call
Redial Campaign - This Campaign begins after the first attempt of calling a new or ASAP lead has been completed, thus now considering it a "redial" call. The lead will show up in the queue as a Redial task and it will let your ISA know that this lead has in fact been called before, but no contact has been made yet. This campaign will remain on a lead until the end of the 60 days (8 call) period, or until contact has been made. Once contact is made.
ISA Callback - This campaign will be added once contact with a lead has been made, and your ISA will need to set the next follow up call. This will include an "even timer" where the ISA can pick the day and time the callback will take place. Please note, that when your ISA is dealing with any time sensitive information, he or she is always working inside whatever your time zone may be. This Campaign consists of a webhook which will send the call into our queue on the day and time of the set callback. When an ISA sees this task in the call queue, they will automatically know that this lead has in fact been called prior, and contact had been made.
ISA Scheduled Call - This Campaign is to be used when a lead specifically asks for a callback at an exact time. This campaign is used less frequently as the callback campaign but also includes an event timer. The ISA will set the callback for the specific day and time that the lead asked for us to callback using the event timer and the call will come into the queue using a webbook and will be labeled as a scheduled call.
SMS & EMAILS
Along with our 8 call attempts, we also reach out using a mixture of texts and emails between 10-15 times as sms & email is the preferred method of communication for some.
