Ylopo Action Plans in Follow Up Boss

Ylopo Action Plans 

This is in reference to the email templates and Action Plans that Ylopo automatically imports into your Follow Up Boss account.   

1. Action Plan Name: "Ylopo Realtor Email Drip and Initial Text" 

This is automatically triggered, it is the primary Action Plan for Ylopo leads.

Auto Text Message: 

Hi %contact_first_name%, it's %agent_first_name%, thanks for looking at my home search site! I'd like to send you some more homes to check out. Do you have something specific in mind, such as a certain part of town or price range?

____________________________________________________________

Ylopo Realtor Email Drip 1: Welcome

When: 0 days later  

Subject: 

Following Up 

Body: 

Hi %contact_first_name%,

Thanks for visiting my home search site!  I set up a quick search for you, but I want to make it more accurate.  How many bedrooms/bathrooms do you want?  What areas or towns? What price range?  Just let me know.

Thanks!

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 2

When: 3 days later 

Subject: 

Checking In 

Body: 

Hi %contact_first_name%,

Did you get a chance to take a look at the homes I sent?  Are they on target?  I want to make sure that I’m sending you houses you like.  Just let me know.

Best,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 3

When: 7 days later 

Subject: 

Am I Getting this Right? 

Body: 

Hi %contact_first_name%,

Do you feel like I’m sending you the right homes?  Let me know if you have time for a quick call in the next couple of days so I can make sure that I have the right home search criteria for you?  Or, is texting better?

Best,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 4

When: 8 days later 

Subject: 

Quick Question  

Body:

Hi %contact_first_name%, 

Just checking in and wanted to ask you a quick question.  When are you looking to move?

1) Now

2) Within the next 3 months

3) Within the next 6 months

4) 6 months to a year from now

5) More than a year from now

6) No Longer interested

Best,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 5

When: 10 days later 

Subject: 

Brand New Listings

Body: 

Hi %contact_first_name%, 

Some great new properties have come on the market in the last few weeks and I’d like to discuss them with you or even show you some of them if you’re ready.

Do you have a few moments to chat in the next day or so? 

Regards,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 6

When: 15 days later 

Subject: 

Did I Drop the Ball?

Body:

I wanted to follow up and make sure that I didn't drop the ball.  Are you still looking to buy?  Are you still receiving the listing alerts?

Best,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 7

When: 35 days later

Subject: 

Need Some Help? 

Body: 

Hi %contact_first_name%,

Finding a new home can be challenging but I’m here to help.  Here are some things that I can provide:

1. A guide to first-time home buying

2. A selection of carefully chosen listings in your desired areas

3. Tips on credit-repair

4. A guide and consultation on getting your current home sold for the highest amount possible

Which of these would be most helpful?  Just let me know. 

Regards,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 8

When: 35 days later 

Subject: 

I Found a Great Home for You! 

Body: 

Hi again, I may have found the right home for you and I think it has most of the things you want.  When can you discuss this?  Are you still searching?

Best,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 9

When: 65 days later

Subject: 

Just a Quick Hello! 

Body: 

Hi %contact_first_name%,

I hope all is well!  I wanted to send you a quick “hello” and let you know I'm here to answer any of your home search-related questions.

I have access to a lot of unique tools that help me find my clients the perfect home. May I give you a call to talk about what you’re looking for?   Is texting better?

Talk soon!

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 10

When: 65 days later

Subject: 

Still, Want Your Free Listing Alerts? 

Body: 

Hi %contact_first_name%,

I’ve tried a few times to get a hold of you but haven’t heard back.  Please let me know if you’d like to continue to receive listing alert updates as soon as new homes hit the market by simply responding:

    a.  Yes 

    b.   No  

Regards,

%agent_first_name%

____________________________________________________________

Ylopo Realtor Email Drip 11

When: 95 days later 

Subject: 

One Last Time! 

Body: 

Hi %contact_first_name%,

I wanted to check in with you one last time to see if you’re still in the market for a home because I may have a home or two that’s NOT currently on the market but that you may want to learn more about or even go see.

Here’s my phone number again: %agent_phone%

Feel free to call or text me anytime!

Best,

%agent_first_name%

____________________________________________________________

2. Action Plan Name: "Ylopo Wrong Phone Drip"

Must be manually triggered, this is designed to solicit a valid phone number.

Ylopo Wrong Phone Drip 1:

When: 0 days later

Subject: Best way to reach you?

Body:

Hi %contact_first_name%,

I tried to contact you on %contact_phone% but the call wouldn't go through. Is there a better number to reach you at?

I look forward to hearing from you!

%agent_name%
%agent_phone%

____________________________________________________________

Ylopo Wrong Phone Drip 2:

When: 3 days later

Subject: Your phone number isn't working

Body: 

Hi %contact_first_name%,

You recently registered to search for homes on my website and I would love to help you with your search, but unfortunately, I'm unable to reach you at %contact_phone%. Is there a better number to reach you at or do you prefer to communicate via email?

I look forward to hearing from you!

%agent_name%
%agent_phone%

____________________________________________________________

Ylopo Wrong Phone Drip 3: 

When: 6 days later

Subject: New number?

Body: 

Hi %contact_first_name%,

I hope all is well! I've been trying to get in touch with you regarding your home search, but the phone number %contact_phone% isn't accepting calls. Is there a better way to reach you, or do you prefer to communicate via email?

If you're just browsing at the moment, let me know and I'll make a note of that in your file. 

Thanks!

%agent_name%
%agent_phone%

____________________________________________________________

3. Action Plan Name: "Ylopo Working with Another Realtor"

Must be manually triggered, this is designed for leads working with another agent

Ylopo Working with Another Agent 1: 

When: 30 days after launch

Subject: How's the home search going?

Body: 

Hi %contact_first_name%,

I spoke with you a few weeks ago regarding your home search, and at the time you were working with another agent. Just wanted to check in to see how the home search was going and let you know I'm always here if you need me.

Feel free to call/text/email me anytime. Hope to hear from you soon!

%agent_name%

____________________________________________________________

Ylopo Working with Another Agent 2: 

When: 30 days later

Subject: Are you happy with your real estate agent?

Body:

Hi %contact_first_name%,

Hope all is well! I spoke with you awhile back about your home search, and at the time you were working with another agent. Are you happy with their performance? Are they available to answer your calls and show you homes at times that work for you? 

If not, I would love to help you with your search. I'm available 24/7 and will work with your schedule to make the process as easy and convenient as possible for you. I also have access to a lot of unique tools that your agent may not have which help me find my clients find the perfect home.

Feel free to call/text/email me anytime. Hope to hear from you soon!

%agent_name%

____________________________________________________________

Ylopo Working with Another Agent 3:

When: 90 days after

Subject: One Last Time!

Body:

Hi %contact_first_name%,

I spoke with you a while back regarding your home search, and at the time you were working with another agent. Just wanted to check in to see how the home search was going and let you know I'm always here if you need me. 

Feel free to call/text/email me anytime. Hope to hear from you soon!

%agent_name%

____________________________________________________________

4. Action Plan Name: "Ylopo Recommended Call/Text Schedule" 

Must be manually triggered, this is designed to help keep agents on track.

This plan does not send any emails to your lead, but rather creates tasks for your agents to use to follow up. Specifically, they receive 3 phone/text tasks on the first day of the plan, 2 on the second day, and 1 every day for the first week. 

 

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Last Update: 7/1/21 Colleen M.