Spreadsheet and calendar reminders vs. automatic follow-up
A spreadsheet and a few calendar reminders is how many agents keep track of leads. It is free and you know how it works. Here is what changes when the follow-up runs on its own.
Side by side
| What you need | By hand | With Zallant |
|---|---|---|
| Hearing about a new lead | You see the email when you next check your inbox. | An alert on your phone within seconds, by email and browser notification. |
| The first reply | You write it when you have a moment. | An instant reply goes out in your name, never between 8pm and 8am. |
| The next touch | A calendar reminder, then you write the email. | Day 7, after-visit and keep-in-touch emails go out on their own, and stop when you reach them or the lead is won or lost. |
| Keeping the list current | You copy names and notes into the sheet. | Every lead lands in Leads with where they came from, notes and a timeline. |
| Seeing what works | You count rows by hand. | Results shows where your leads came from, and Leads shows how fast you typically reply. |
When doing it by hand is fine
A spreadsheet is fine if you get a handful of leads a month and always reply the same day.
A plan to go with it
Free playbook: After the showing: three emails that keep buyers talking to you.
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