Use Follow-Up Coach to become a lead conversion superstar

Follow Up Any Time, From Anywhere with Follow-up Coach

Following up with your sphere could not be an easier with Follow-up Coach. With Top Producer® CRM on your mobile device you can follow up with 5 clients a day, in 15 minutes or less, no matter where you are. Plus, you have the option to follow up by phone, text, email, or send a Market Snapshot® report (we’ll talk more about Market Snapshot® later). With pre-written templates, you can follow up while you wait for your coffee or between listing appointments.

You're just a few taps away from fast follow-up...

Access Follow-up Coach from Your Mobile Device:

  • From the home screen, tap Follow-up Coach.
  • The Follow-up Coach will surface 5 contacts you should connect with every day.
  • Click the Take Action button and select an action: call, text, email or send a Market Snapshot® report.
  • You can write your own email or use one of the quick-response emails available in your account.

Access Follow-up Coach from Your Desktop Computer

  • Log in to Top Producer® CRM.
  • The Follow-up Coach will automatically appear on your Home screen.
  • Click one of the contact cards to take action.
  • Next select an action: you can call, email or send a Market Snapshot® report. When you’re done, don’t forget to click Wrap Up so you can record details, add a note and schedule the next follow-up!
  • To see new contacts to contact click the blue Refresh List button on the right.
Previous Article
Access Top Producer® CRM on the go
Access Top Producer® CRM on the go

Learn how to easily access Top Producer CRM on your phone so you can always have your sales pipeline in the...

No More Articles