How to Never Miss a Follow-Up with Your Contacts

Staying in touch with your leads and clients is one of the most important parts of growing your business. With RealOffice360, you can set up automatic reminders to reach out to your contacts at just the right time - whether it's a birthday, home anniversary, or a custom follow-up you create yourself.

Here's how it works: You'll set up follow-ups for your contacts, and then each day when you log into RealOffice360, you'll check your Daily Planner. This is your command centre where you can see everything on your plate for the day - tasks, drip campaigns, to-dos, and any weekly routines you're following (like Ninja Selling).

Let's walk through how to set this up and use it.

Setting Up a Follow-Up with a Contact

Step 1: Go to your Contacts page and open the profile of the contact you want to follow up with.

Step 2: In the top right corner, you'll see a section called Drip Campaigns / Follow-up Reminders. Click on the type of follow-up you'd like to create (like custom follow up, Birthday, Home Anniversary, etc).

Step 3: A panel will pop up where you can customize the details of your follow-up. Adjust it to fit your needs, then click Save.

Pro tip: If you check the email notification option, you'll get an email reminder about this follow-up so it doesn't slip through the cracks.

Step 4: You can now see all your drip campaigns for this contact in one place. You can also set up multiple follow-ups for a contact, like their birthday, their home anniversary, and any regular check-ins you may want to do, e.g. every 6 months by clicking the + button.

Sending Your Follow-Up Email from the Daily Planner

Now that your follow-up is scheduled, here's what happens on the day it's due.

Step 1: Log into RealOffice360 and open your Daily Planner. You'll see the follow-up listed for today.

Pro tip: in your RealOffice360 Settings > Notifications section you can opt in to receive your Daily Planner agenda in your email every day.

Step 2: Click the paper airplane button to start your outreach.

Step 3: A panel will open where you can choose an existing Email Template or create a new one.

Step 4: Preview it to make sure it looks good, then click Continue. (Don't worry - you'll have one more chance to edit before sending!)

Step 5: This is your last chance to personalize the email. Make any final tweaks, add attachments if needed, and hit Send. Done!

Once you send the email, the follow-up will automatically be marked as complete on your Daily Planner, so you know it's been handled.

Why This Matters

By using follow-ups and checking your Daily Planner each day, you'll never miss an opportunity to connect with your leads and clients. Staying organized and consistent means that when it's time for a transaction, you'll be the first agent they think of.

It's that simple - and it makes all the difference!