Pro Action
Personalized campaigns throughout the year at the stay-in-touch milestones so often missed!
ProAction is all about taking action to build lifelong clients. ProAction offers a fully automated way to make sure you’re making the most impactful touches at proven windows that keep you top of mind. ProAction makes keeping in touch with contacts within your sphere of influence easy!
ProAction is where it gets personal. It helps hold you accountable for all the 1-on-1 touches that
prove your care and competency to your entire client database. Stay connected with past clients, nurture new relationships, and guide current clients to generate referrals with targeted communications from ProAction.
PROACTION ESSENTIAL FEATURES
The Best Approach is a Planned Approach
Video Content
You record 5 one minute ‘evergreen’ videos once and ProAction puts that personal, branded message to action throughout the calendar year!
Detailed Actions
From monthly To-do’s, call reminders, and direct mail opportunities, ProAction makes it easy to execute a plan of action.
We all know what we should be doing – but are we doing it?
ProAction Plans will help!
ProAction makes creating an ongoing marketing plan easy by delivering drip campaigns throughout the year at the stay-in-touch milestones that agents so often miss. ProAction takes off the burden of what to do and when to do it. Just follow the monthly ToDo’s and prompts from ProAction to help you stay organized and more efficient.
5-8 Videos
You record 5-8 'evergreen videos' once and ProAction puts that branded, personal communication into action 1 week, 1 month, 6 months, and 1 year from your listing's closing
12 To Do's
From monthly To-do's reminders, 'Pop-by' schedules, and direct mail opportunities, ProAction makes it easy to make follow-ups memorable, at a pace that is sustainable
When it's time for...
Our team takes pride in how we stay in front of our contacts throughout the year. With ProAction's plans and prompts, we're excited to gain more tools to be even more effective!
Amy Berglund
Our team... an extension of your team. Teaming together delivers lasting impact!
From monthly To-do Reminders to ideas for 'Pop-by' gifts and scheduling, the ProAction Team is all about keeping you more organized and efficient!
