Here’s a common question we get from our partners using Follow Up Boss: How do I automate a new action plan to start after another stops?

The real estate world moves fast, and it helps to make sure you’re always at the forefront of your clients’ minds. But even the most seasoned real estate agent would struggle to keep up with every lead. FUB automations push emails to your clients to keep them thinking about their future in selling, buying or investing, but these action plans can’t run forever — so what comes next?

In this article, we’ll cover a quick tip for how to automate one action plan after another.

Automating One Action Plan After Another

Step 1: Create a tag.

At the end of an action plan, you can create a tag that triggers an automation to start the next action plan.

Let’s say you want to create an automation to pick up at the end of a New Buyer Lead plan. To do that, you’ll scroll to the end of the plan, click Add a step, then Add tag - Unresponsive. This lets the system know that the lead hasn’t responded to the action plan. Make sure you save before you move on!

Step 2: Create an automation.

Next up, create the action plan you want to follow it. Let’s call this the Buyer Lead - Stale plan. In order to link it to the New Buyer Lead plan, you’ll need to create an automation that triggers this plan once the Unresponsive tag is added.

Under Admin automations, you can click Add automation and define the parameters (in this case, once the tag is added). Hit Save, then Save and enable — the automation is now active!

Why Automate?

Your clients like to know you’re thinking of them. More than that, active and consistent communication will remind them that you can still play a role in their life. It’s a good idea to create automations to trigger at the end of all of your drips — from new buyers to home valuation requests.

To save time, you can create a generic, evergreen stale plan to follow up all of your action plans. A one-size-fits-all drip also allows you to quickly and expediently update content if needed, so you don’t have to go through multiple stale action plans and run the risk of missing something. The important thing is making your leads feel valued and relevant over time.

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Whether you’re new to Follow Up Boss or a veteran user, if you’re looking for a curated and intuitive approach to using your CRM, you've come to the right place.

Kee Technology Solutions is here to ensure you're utilizing Follow Up Boss to its fullest potential. We offer a thorough setup comprised of smart lists, action plans, and automations that provide a simplified workflow and enable you to stay focused on what you do best: creating relationships and closing deals.

Ready to make the most of your Follow Up Boss account? Let’s get started.