ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
NO CRM NEEDED USE YOUR PHONE or if a CRM use either Funnel/LineagecrmN/A -Day 1N/A - Day 2Start campaign by sending first SMS ////Day 3Send SMS 3Send SMS 4Send SMS 5Send SMS 6Send SMS 7Send SMS 8Send SMS 9Send SMS 10End campaign by sending last SMS
2
3
AgentDial lead 5-7 times
Morning
Afternoon
Evening		Mass SMS list.
Single dial leads from main number. You may hit them again from secondary number. If they don't answer send No Engagement SMS 1 but only from your main text number. Never text from multiple numbers. Wait at least 30 minutes before calling on seconardy number after texting from primary.		Enroll lead in campaign
Single dial lead. If they don't answer send No Engagemnt SMS 2
Call at will and based on your availabilty. You may want to use 2nd line on day 4, 6, etc. Use primary line/text line on main days 1, 3, etc. Do not directly text from primary number and then immediately call from secondary number or vice versa, wait at least a half hour. The goal is to get engagement but also not burning the lead by desperation. Desperate agents have hungry kids.
4
Print your lead sheets and tally your calls and number. Use the agent tracking guide and/or accountability. If you don't print then just write on a virtual copy.
5
BONUS LEADS: If leads are older (C-G) then use want to use the above cadence. If newer (A-C) follow best pratice in trainings. Consult HQ for dial trainings and agent handbook.
6
NEW LEADS: If digital leads including economy then use the above cadence. If analog (MI or CI) and newer (A-B) follow best pratice in trainings. Consult HQ for dial trainings and agent handbook.
7
Dont use Google Voice as your primary number. Just use your phone. Google can false flag you as spam and it may not let you dial/text witout a certain number of pickups. It is a good secondary line.
8
Sign up for Funnel in HQ. Generally recommened after first 1000 dials.
9
Best Practices
10
At any point if the lead responds with a text and request text, then pivot to Best Life/MP template SMS 1 (See Lead Type Cadence)
11
When the lead engages in Funnel, stop automation by clicking the red button or tag them "responded". Do not rely on the system, manully do these to items
12
When the lead doesn't answer the phone, always send a text if digital but don't for analog. Use alternate numbers (morning 1st, afternoon 2nd, evening 1st). Only text from one number.
13
Protip: You get a free phone number with Google Voice with the new gmail that you set up for contracting and can use Google Meet for your appointments.
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100