Send morning SMS follow-up sequence to new investment leads
Send morning SMS follow-up sequence to new investment leads
You get new lead rows with no timely outreach, leaving prospects unengaged and your investor pipeline out of date. Send SMS touches and update lead status so advisors can follow up same day.
Overview
Stop letting inbound investor leads sit idle after they hit the table. This flow sends a tailored morning SMS and updates lead status so advisors receive a clear cue and can engage the prospect same day.