{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/27d06b3f8e9449cf8da90e9f0d54e3f7\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/27d06b3f8e9449cf8da90e9f0d54e3f7-788bdb1b53c799a7-full.jpg","duration":630.083,"title":"MIB Agency-Alpha Tech Lending-HighLevel CRM-20 Touchpoint Follow Up Sequence-1-30-2025","description":"How to Build a CRM Workflow Automation - 20 Touchpoint SMS & Email Follow Up Sequence for Hard Money Lender, Alpha Tech Lending\n\nOverview\n\n- Implemented a comprehensive follow-up sequence for new leads in the Alphatech Lending CRM.\n- The sequence is triggered when a new contact is created with the tag \"PPC Lead\" or when the word \"loan\" is tagged to a phone number.\n- The follow-up process includes:\n  - Round robin lead assignment to team members.\n  - SMS and email notifications sent to loan officers with lead details.\n  - Automated communication with borrowers, including text messages and emails to verify information and encourage responses.\n  - A total of 12 text messages and 8 emails sent over a 10-14 day period to ensure consistent follow-up.\n\nAssumptions\n\n- It is assumed that all team members are familiar with the CRM system and can manage their assigned leads effectively.\n- The follow-up sequence is designed to handle leads who do not respond to initial outreach, ensuring they remain engaged.\n- The system is expected to automatically transition leads to the \"replied\" stage if they respond at any point during the sequence.\n\nTesting Strategy\n\n- Test the lead assignment functionality to ensure leads are distributed evenly among team members.\n- Verify that SMS notifications are sent correctly to loan officers upon lead assignment.\n- Check that emails contain the correct lead information in both the subject line and body.\n- Simulate borrower interactions to confirm that the sequence responds appropriately to replies and moves leads to the correct stages.\n- Monitor the entire follow-up sequence to ensure all scheduled messages are sent as intended and within the specified timeframes.\n\nLink to Loom\n\n"}