REIDOC CRM Snapshot
001 PA Pipeline Automation and Auto Follow-ups (Lead to Investor)
Lead to Investor Pipeline Overview
PA - 000 - Assign the User to a new contact
PA - 001 - Leads Stage
PA - 002 - Investor Club Stage
PA - 003 - Phone Call Stage
PA - 004 - Investor Stage
PAAF - 001 - Main Drip Campaign (New Lead Follow-Up MDC)
002 CA Call Automations (Lead to Investor)
CA - 001 - Recipe - Auto Missed Call Text-Back
CA - 002 - Call back to remove missed all tag
003 CL Calendar Automations (Lead to Investor)
CL - 001 - Calendar Confirmation + Reminders
CL - 002 - Cancelled Meeting > Let's Reschedule
CL - 003 - No Show > Let's Reschedule
004 CB Chat Bot Setup (Automated Replies) (Lead to Investor)
CB - 001 - Webchat
CB - 002 - GMB Messaging
CB - 003 - Facebook Messenger
CB - 004 - Instagram DM
CB - 005 - Facebook Ads
005 Opt-in Automations (Lead to Investor)
Opt-in - 001 - Investment Club Sign Up
Opt-in - 002 - Lead Magnet Opt-In Form
Opt-in - 003 - Contact Us Form (On Website)
Optin - 004 - Re-subscribed to Email (Auto Opted-In)
Optin - 005 - Re-subscribed to SMS (Auto Opted-In)
006 DND & Optout Automations (Lead to Investor)
DND - 001 - Email Bounced
DND - 002 - Email Complain, set DND (User marked spam)
DND - 003 - Contact Spam
DND - 004 - Apple Mail - Auto Unsubscribe
Optout - 001 - Unsubscribed from SMS by replying STOP or OUT
Optout - 002 - Email Unsubscribe, set DND
007 LA Lead Status Automations (Lead to Investor)
LA - 001 - Sale Meeting Status Updates
LA - 002 - Follow Up Reminders
LA - 003 - Out Come Follow Up Email (After First Phone Call)
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REIDOC Agency provides software and marketing services only. We are not a broker-dealer, funding portal or investment adviser and do not offer securities.