Mastering Smart Plans in Lofty: Automate Follow-Up & Lead Flow | CRMOFCHOICE скачать в хорошем качестве

Mastering Smart Plans in Lofty: Automate Follow-Up & Lead Flow | CRMOFCHOICE

⚡ Want to stop leads from slipping through the cracks? Lofty’s Smart Plans turn your CRM into a lead-follow-up machine—automating emails, texts, tasks, and even pipeline moves so you can focus on conversations, not chasing reminders. In this session, onboarding expert John Heckle walks EXP agents through the anatomy of a Smart Plan—from triggers to actions—and shows how to use Lofty’s automation to save time, boost consistency, and close more deals. 🔑 Tactical Takeaways: Understand the if/then logic of triggers (cause) and steps (effect). Build Smart Plans that automatically reassign leads in round robins. Use conditional questions (ex. first-time buyer vs investor) to personalize outreach. Create recurring plans for birthdays, holidays, and closing anniversaries. Bulk-enroll leads into the same plan and remove them instantly if needed. 💬 How are you using Smart Plans to keep your follow-up consistent? Share your strategies below!