This setup is designed for agents who are looking for automated Smart Plans to help them convert online leads to appointments set. This setup uses the AI Assistant to initially scrub the leads, then sort them into Hot, Warm, Cold, and No AI Response pipelines based on the tag assigned by the AI Assistant. Once in the appropriate Pipeline, the nurturing via text and email starts. As the lead interacts with the system they are automatically sorted among the Pipelines based on their behavior and communication. This setup takes the guesswork out of who is raising their hand and who is kicking tires. This helps to sort your next opportunities of potential appointments so you can convert internet leads faster and more efficiently.
Pipeline Timing is set as: Hot: 0-3 Months, Warm: 4-6 Months, Cold: 7+ Months
*You must have the AI Assistant to utilize this setup. If you are currently not utilizing this feature, it will be activated for your 30-day free trial when this CRM Automation setup is activated, then incur a monthly charge direct from Chime Technologies, Inc.
