Follow-Up Sequences: how engagement, short-term, and long-term sequences work

🟡 Follow-Up Sequences: how engagement, short-term, and long-term sequences work

Here we cover how follow-up sequences work inside REI Pulse. When a lead ghosts or goes unreachable, you drop them into the Engagement Sequence which runs for 72 hours, automatically rolls into a 7-day Short Term follow-up, and then into a Long Term sequence that runs for up to a year. When a lead responds at any point, they get pulled back into AI Conversations for pre-qualification and land in Hot, Warm, or Pending Review inside Acquisitions. It also covers how to adjust message copy and send times, why Sunday outreach is avoided, and how drip behavior keeps your number healthy. To put it into action, select the follow-up sequence from the dropdown on the opportunity, or use the AI Seller Prospector to import and re-engage bulk lists.

Follow-Up Sequences in REI Pulse CRM

1. Introduction to Follow-Up Sequences 0:00

• Overview of follow-up sequences as a key feature in REI Pulse CRM.

• Part of the AI prospector tool.

2. Initial Lead Outreach 0:15

• When a new lead comes in (e.g., from PPC), initiate outreach.

• Standard protocol includes:

  • Back-to-back calls.

  • Sending text messages if no answer.

  • Waiting a couple of hours before repeating calls and texts.

3. Engaging with Ghosted Leads 1:27

• If leads do not respond after outreach, add them to a follow-up sequence to avoid wasting time.

4. Engagement Sequence 2:17

• Fresh leads should be placed in the engagement sequence.

• This sequence lasts for 72 hours and attempts multiple contacts throughout the day.

5. Short-Term Follow-Up Sequence 3:15

• If no response after the engagement sequence, leads automatically enter a short-term follow-up sequence.

• This sequence lasts for one week with daily outreach.

6. Long-Term Follow-Up Sequence 3:44

• If still no response after short-term follow-up, leads transition to a long-term follow-up sequence lasting one year.

7. Lead Management and AI Integration 4:41

• Leads are moved to the lead generation pipeline for automated follow-up.

• AI prospector engages with leads to pre-qualify them.

8. AI Conversations and Lead Classification 5:32

• Once leads respond, they are classified into:

  • Hot Follow-Up

  • Warm Follow-Up

  • Pending Review

• AI manages initial conversations and pre-qualification.

9. Human Engagement 6:58

• Human team members review leads in Pending Review for further classification.

10. Recap of Follow-Up Process 8:08

• New leads that ghost should be placed in the engagement sequence.

• The system manages follow-ups until leads respond.

11. Handling Retail Leads 10:01

• For leads wanting retail prices, use a specific retail sequence to follow up after 60 days.

12. Campaign Adjustments 11:57

• Instructions on how to adjust campaigns and messaging in the system.

13. Compliance and Best Practices 13:34

• Importance of compliance in messaging and outreach timing.

14. Final Recap and Questions 17:12

• Summary of the follow-up process and encouragement to reach out with questions.