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Dynamic AI Follow-Up for Realtors: A Step-by-Step Guide

  • Author: Admin
  • Published On: May 4, 2024

Are you looking to automate your lead follow-up process and maximize your conversion rates? Look no further! In this step-by-step tutorial, we'll show you how to leverage Advertizip's powerful tools to set up smart and dynamic lead follow-up sequences. Let's dive in:

How does Dynamic AI Follow Up workflow work?

You'll bring leads into your account, assign them a marketing sequence (drip campaign) where all tasks consist of sending SMS messages on different days and times, and activate a chatbot on a real phone number. Every SMS sent from the marketing sequence is recorded as a message in the lead's and your chat history. So, if the lead responds, they'll be responding to the phone number you've configured, the same one to which you've assigned a chatbot, and it will continue any conversation, taking into account all previous chat and lead data. The best part? You can define a goal for the chatbot to achieve (in this case, scheduling an appointment) and a context or behavior (in this case, it will behave as your assistant). Brilliant, isn't it? So, let's start configuring this workflow.

Step 1: Import or Generate Leads

Next, it's time to bring leads into your Advertizip account. You can either import leads from external sources or kickstart a lead generation campaign to attract fresh, highly motivated leads. Choose the method that best suits your needs and objectives. In this tutorial, we will use an active lead generation campaign because it will generate new leads every time, and there is no better example than running the entire workflow automatically.

Step 2: Set Up a Marketing Sequence

Now, let's set up a marketing sequence for your leads. In Advertizip, marketing sequences (or drip campaigns) enable you to automatically trigger a series of tasks for each lead that enters your system. Configure the sequence to include actions like sending emails, SMS messages, and more.

For this tutorial, we'll focus on setting up SMS follow-up as part of your marketing sequence. Customize the content and timing of your SMS messages to ensure they resonate with your leads and encourage engagement.

Step 3: Configure a Chatbot Profile

To further enhance your follow-up process, configure a chatbot profile and assign it to the same phone number used for sending SMS messages. This will enable the chatbot to continue conversations with leads who respond to your SMS messages, taking into account their previous interactions and history. Make sure to select a chatbot profile and activate the chatbot.

Step 4: Link Marketing Sequence to Lead Generation Campaign

Now we will simply go to the dashboard of our application and we will be able to select a sequence for our lead generation campaign by clicking on the 'Sequence' button.

Step 5: Add an optional setup to prompt the chatbot to initiate the first conversation

You can optionally allow the chatbot to initiate a conversation instantly with the newly generated lead, something you can also achieve by configuring it in the marketing sequence. However, here you can include any specific information about this campaign in the message that the chatbot will take into account in its chat data history.

Step 6: You are ready to go!

By following these simple steps, you can create a powerful and efficient lead follow-up system that nurtures leads automatically and helps you convert them into appointments. Ready to get started? Sign up for Advertizip today and revolutionize your lead management process!

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