REI Mastery
Automation: sequences and drips
Round robin, sequences that fire on status changes, SMS and email events, and drips for the leads that already know you.
Prep for Week 2: Marketing, live Tuesday, October 130 / 4 lessons complete
All modules
Tools and guides for this module
CRM Sequences & AutomationMaster DataSift sequences: create trigger-based automations, configure the 26 pre-built sequences, send SMS and email, organize with folders, and build phase-specific automation strategies.CRM Automation & Drip CampaignsAutomation is a tool, not a strategy.Text Touches: Warm the Number Before You DialFour short texts per record, stored in DataSift custom fields, sent before call attempts 1 to 4.Drip Campaigns Deep DiveBuild automated SMS, email, and task drip campaigns in DataSift.
CRM sequences and automation
How to create sequencesSet up your first sequence in DataSift, choosing the trigger, the steps and the timing so follow-up runs without you touching each record.
6 min
SMS and email events in sequencesAdd text and email steps inside a sequence, pick who the message goes to, and fill in details like the property address before it sends.
6 min
Round robin assigning records with sequencesTurn on the round robin option in a sequence so incoming records split evenly across your acquisitions team instead of piling up on one person.
3 minDrip campaigns
Simple drip campaigns for off-market investorsKeep ghosting sellers warm with a drip that starts on its own, runs on a schedule, and stops the moment the lead replies.
20 min
