Sequential marketing: the full setup

What to keep in mind

Tick each one off once it is true for you. 0 of 22 ticked

• I can load my saved presets and read them in order from hottest down.
• I can open a call preset and say which criteria are suppressed in red.
• I can switch the neighborhood block between include and exclude.
• I can add a new filter block and test it on a ZIP.

• I can name the one thing that changes on each call preset.
• I have one property per owner toggled on in my ready to call preset.
• I have Vacant Mailing set to No on every mail preset.
• I can point to the FTM tag that separates my county data.

• I can load the bulk ready to call preset and see which records carry no priority one tag.
• I can read the dial order labels on a record and say which number to call first.
• I can name the integrations installed in my Settings.
• I can export the ready to call list with the right number types and dial tags.

• I can name my export touch one and send the file to my dialer.
• I always come back and update the attempts after the export.
• I can name the paths that send a record into deep prospecting.
• I have an obituary preset that includes the obituary filings and a last obituary date cutoff.
• I can set the obituary date prior to the last quarter, going back twenty four months.
• I can open one record and read its obituary date to check the filter.

• I can set up each filter block and save it at the end.
• I can find a not interested record and its correct phone number.
• I can set the last updated field to Status for the last thirty days.
• I can tell the not interested preset apart from the rehash preset.