video1.0<iframe src="https://www.loom.com/embed/27d06b3f8e9449cf8da90e9f0d54e3f7" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/27d06b3f8e9449cf8da90e9f0d54e3f7-788bdb1b53c799a7-full.jpg630.083How to Build a CRM Workflow Automation - 20 Touchpoint SMS & Email Follow Up Sequence for Hard Money Lender, Alpha Tech Lending Overview - Implemented a comprehensive follow-up sequence for new leads in the Alphatech Lending CRM. - 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. - The follow-up process includes: - Round robin lead assignment to team members. - SMS and email notifications sent to loan officers with lead details. - Automated communication with borrowers, including text messages and emails to verify information and encourage responses. - A total of 12 text messages and 8 emails sent over a 10-14 day period to ensure consistent follow-up. Assumptions - It is assumed that all team members are familiar with the CRM system and can manage their assigned leads effectively. - The follow-up sequence is designed to handle leads who do not respond to initial outreach, ensuring they remain engaged. - The system is expected to automatically transition leads to the "replied" stage if they respond at any point during the sequence. Testing Strategy - Test the lead assignment functionality to ensure leads are distributed evenly among team members. - Verify that SMS notifications are sent correctly to loan officers upon lead assignment. - Check that emails contain the correct lead information in both the subject line and body. - Simulate borrower interactions to confirm that the sequence responds appropriately to replies and moves leads to the correct stages. - Monitor the entire follow-up sequence to ensure all scheduled messages are sent as intended and within the specified timeframes. Link to Loom