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.