Hey Reader,
When was the last time you personally reviewed your automations, action plans & workflows in your CRM?
If you keep hiring companies/people to set up what "they" recommend you need, however you and your team don't have a clue as to what it does and how to use it, you are messing up the whole purpose of a CRM.
You need to read this:
1. Action plans/workflows DON'T convert leads to clients ... humans do!
2. Automations triggered by a change of stage,tag or integration that has not been trained on and understood by the human will repel more consumers than attract.
3. Tech companies who set these up for most agents/teams, are not responsible for what happens after... the team leader and agents are!
4. If the machine notifies you to reach out to the consumer DO IT! Stop ignoring your notifications thinking "great the machine is working"... the consumer will NOT call you when ready.
5. If you do # 4 then just shut off all automations completely. You'll get the same result your getting with them running... NO DEALS.
P.S. if you set up those email and nurture automations 5 yrs ago... they are outdated and stale in 2026.
It's time to CLEAN HOUSE
P.S.S. Did you know I do 90 Minute Business Audits?
No coaching contract required.