At OurProperty, we’re dedicated to helping property managers grow their business at every stage—from sourcing new opportunities to engaging and nurturing landlords, all the way through to a seamless sign-up process. Our platform provides the tools to help you attract, nurture, and convert leads effortlessly, growing your rent roll with ease.
Building on the power of OurProperty, we’re excited to introduce 7 new pre-defined Action Plan templates that will make your landlord prospecting even more efficient—automatically.
What Are Action Plans?
Action Plans are automated, step-by-step processes that include a mix of tasks and communications, helping you stay in touch with your prospects at scale. Using merge tags, each message feels personal and tailored, so every interaction is authentic.
Action Plans consist of various communication channels, including phone calls, SMS, emails, and letters. You can plan ahead by scheduling each step of the plan and specifying the days you want each communication to be sent. This ensures consistent follow-ups and allows you to automate your communication, freeing up time while keeping the interaction personalised.
Ready-to-Use Templates:
These new templates are designed to help you nurture and convert leads more efficiently and are the perfect solution for growing your rent roll. With every stage of the prospecting journey covered, the hard work is done for you—no matter where your prospect is in their journey, you’ll have an Action Plan ready to go. From cold leads to signed agreements, these templates keep your communications consistent and ensure you never miss a follow-up.
- Cold Lead (Soon to be Investor) – Educate and build trust with potential investors who aren’t quite ready yet.
- Warm Lead – Keep the momentum going with engaged prospects who’ve shown interest.
- Hot Lead – Move quickly with leads who are ready to sign up.
- Rental Appraisal Agreement Sent – Convert landlords who’ve received an appraisal and are considering their options.
- Management Agreement Sent – Follow up to secure commitments after sending an agreement.
- Signed Management Agreement – Ensure a smooth transition once the agreement is signed.
- Prospecting – A refined approach to ongoing lead nurturing, keeping you top of mind with potential landlords.
By automating communications across multiple channels, you’ll be able to stay in touch with your prospects at scale, ensuring they never forget about you. With follow-ups happening automatically, you can continue building trust without any effort on your part.
And if you want to tailor a template to better align with your agency’s unique needs, it’s easy to edit or even create your own Action Plans from scratch. The best part? You can personalise every communication, add your agency’s results, and highlight your service areas, all while staying on top of your prospects’ journey.
How It Works:
Using Action Plans is simple and flexible. Here’s how you can make the most of them:
- Easily Enrol Contacts: Select the contact you wish to enrol and choose which Action Plan template to use. Whether it’s a cold lead or a signed agreement, you’ll find the perfect template to fit the situation.
- Customise Templates: If you want to tailor a template to better align with your agency’s communication style, it’s easy to edit the existing ones. You can even create your own Action Plans from scratch to suit your needs.
- Track Everything: All communications and responses will be logged in the CRM, so you can easily track progress. You’ll also receive notifications when a task requires your attention, ensuring that you never miss an important follow-up.
Action Plans allow you to stay organised, automate your follow-ups, and ensure that every lead gets the right communication at the right time. Best of all, you can grow your rent roll with ease by never missing a chance to connect and nurture your prospects.
Get Started Today: Head to your CRM, select a contact, choose an Action Plan, and start nurturing leads like never before with OurProperty!
Happy prospecting!