Setting up a follow-up Action Plan

Setting up a follow-up Action Plan

Automating Your Follow-Ups with Mojo Action Plans

Consistent follow-up is crucial for converting leads, but it's time-consuming to manage manually. Mojo Action Plans automate this process, creating systematic workflows that ensure your prospects receive timely communication without requiring constant attention from your team.

Why Automated Follow-Ups Transform Your Business

  • Never miss a touchpoint with automated sequences that maintain regular contact with every prospect
  • Reclaim valuable time by automating repetitive outreach tasks while you focus on meaningful conversations
  • Grow without growing pains by managing follow-ups for hundreds or thousands of contacts with the same effort
  • Keep it personal with tailored sequences designed for different prospect types and scenarios

Setting Up Your First Action Plan

  1. Access the Action Plans area

    • Navigate to the Action Plans section in Mojo
    • Click "Create New Plan" to begin building your sequence

  2. Build your follow-up sequence

    • Add various communication methods to your plan:
      • Emails with pre-written templates
      • Task reminders for phone calls or personal outreach
      • Scheduled calls that appear in your calling queue
      • Physical mail touchpoints for additional impact

  3. Set your timing strategy

    • Determine when each action occurs
    • Create intervals between touchpoints (like "3 days after previous step")
    • Schedule specific calendar dates for time-sensitive actions

  4. Enhance with AI insights (Optional)

    • Let Mojo's AI analyze your engagement data
    • Receive recommendations for optimal timing and sequence order
    • Automatically adjust your plan based on prospect behavior

  5. Activate for your contacts

    • Assign your action plan to individual prospects or groups
    • Watch as Mojo executes each step automatically
    • Track completion and monitor which steps progress to the next action

With a well-designed Action Plan, you'll maintain professional consistency in your follow-ups while freeing yourself to focus on the most promising opportunities.

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