Existing Owner Nurture

Understanding the Existing Owner Nurture workflow in the Owner Retention Pipeline

Step 1: Determine Main Point of Contact

If the main point of contact needs to be CHANGED from the current assigned user, complete the following steps (if not please continue to step 2):

This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly.

1. Assessing Main Point of Contact Needs: Evaluate whether the current assigned user should also serve as the main point of contact for the newly acquired owner. 

2. Option Assignment: If a different main point of contact is needed than the original assigned user select the + sign below the first existing Wait step. Find "Assign to User" in the list of actions and select the user(s) for the system to automatically reassign the contact. 

3. Wait Period: Following the "Assign to User" step add an additional action by clicking the + sign again. Add a 'Wait' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically. 

Step 2: Sending Check in SMS

1. SMS Customization: A templated SMS addressed to the owner has been added automatically to the system.  You can customize this SMS message.  This SMS checks in with the owner to see how things are going and if they have any questions.  Please modify if needed.

Step 3: 45 Day Wait Period

Step 4: Sending Check in Email

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You can customize this email.  This email serves as another check in point.  Please modify as needed.

Step 5: 90 Day Wait Period

Step 6: Sending Check in SMS

1. SMS Customization: A templated SMS addressed to the owner has been added automatically to the system.  You can customize this SMS message.  This SMS checks in with the owner to see how things are going and if there is anything you can help with.  Please modify if needed.

Step 7: 90 Day Wait Period

Step 8: Sending Check in Email

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You can customize this email.  This email serves as another check in point and gathers additional information on things that can be done to strengthen the partnership.  Please modify as needed.

Step 9: 90 Day Wait Period

Step 10: Sending Check in SMS

1. SMS Customization: A templated SMS addressed to the owner has been added automatically to the system.  You can customize this SMS message.  This SMS checks in with the owner to see how things are going. Please modify if needed.

Step 11: 90 Day Wait Period

Step 12: Sending Check in Email

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You can customize this email.  This email serves as another check in point.  Please modify as needed.