Breakthrough 120 - Session 2: Lead Follow Up

Lead generation is only half the battle. This session focuses on the systematic follow-up required to turn a "maybe" into a "closing." We will leverage Command® to automate your value delivery.

What you will learn:

• Creating custom tags and SmartPlans in Command®.
• The difference between Touches, Tasks, and SmartPlans.
• How to use the "Holiday SmartPlan" to stay top-of-mind.

Agenda:

• Progress Report & Lead Gen Review.
• Systemizing Your Follow-Up with CRM.
• Live Workshop: Tagging and SmartPlan Setup.

Contact Information:

Contact the Market Center Front Desk for registration support.

Logistics:

June 2nd | 11:30 AM – 3:30 PM | Facilitator: Lexie Hildebrand

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