Automating Follow-Ups with People Auto Plans
In this course, we will walk you through the key features and functionalities of people Auto Plans and guide you on customizing your first plan.
What You Will Learn
Master the art of automated follow-ups with Brivity’s Auto Plans. This course provides step-by-step guidance to help you streamline communication and ensure consistent, timely engagement with your leads.
Understand the core features of People Auto Plans for automated tasks, texts, and emails.
Learn how to set up and customize your first Auto Plan.
Explore Ben Kinney’s "10 Days of Pain" plan to strengthen your follow-up strategy.
Save time and boost efficiency by automating lead engagement.
Curriculum
14 Lessons
Automate Your Workflow: People Auto Plans in Brivity
Simplify Your Follow-Ups and Client Management
Auto Plan Lingo: The Not-So-Exciting but Essential Guide
Auto Plan Settings: Making Automation Work for You
Default Auto Plans in Brivity: Ready-to-Use Templates
Engage New Leads Fast with the 10 Days of Pain Auto Plan
Auto Plan Triggers: Delivering the Right Message at the Right Time
Bonus Lesson: Custom Roles & Dates for Enhanced Flexibility
How to Apply Auto Plans
When to Mass Apply Auto Plans (and When Not To)
How to Effectively Mass Apply Auto Plans in Brivity
Managing Active Auto Plans: Pausing and Removing Plans
Test and Troubleshoot: Ensuring Auto Plan Accuracy
Hands-On Auto Plan Workshop With a Brivity Expert
Karrell
Informative