Wise Agent

Step 1: Configure lead capture forms on the website to automatically feed new leads into Wise Agent.

Step 2: Create a drip campaign specifically for new website leads with a series of emails and texts.

Step 3: Set triggers to automatically enroll new leads into the drip campaign.

Step 4: Monitor lead engagement and adjust the drip campaign based on performance data.

Step 1: Create a transaction checklist template with all required tasks and deadlines.

Step 2: Assign the checklist to a new transaction and customize it as needed.

Step 3: Update the checklist as tasks are completed and set reminders for upcoming deadlines.

Step 4: Share the transaction portal with the client to provide real-time updates on the transaction status.

Step 1: Segment the contact list based on demographics, interests, or past interactions.

Step 2: Create a visually appealing email template with personalized content.

Step 3: Schedule the email to be sent at the optimal time for maximum engagement.

Step 4: Track email open rates, click-through rates, and conversions to measure campaign performance.

Step 1: Set up individual and team performance goals in Wise Agent.

Step 2: Track closed transactions and sales volume for each team member.

Step 3: Configure commission rates and calculate commissions automatically.

Step 4: Generate reports to review team performance and identify areas for improvement.