In this video, I explain the cash buyer workflow that involves sending texts and emails to potential cash buyers. I demonstrate how to initiate the workflow, set up notifications for responses, assign users, and customize templates for texts and emails. Important tasks include updating templates and creating duplicate workflows for future updates.
Objective is to show how the workflow works and what is needed to get started using this workflow.
Outline: Cash Buyer Workflow Explanation
Introduction to Cash Buyer Workflow
Sending texts and/or emails to potential cash buyers for marketing properties.
Initiating the Workflow
Add the workflow to the contacts in OfferBot.
Upload a list or select contacts already in OfferBot.
Settings allow for adding multiple cash buyers for different properties.
Workflow Functionality
Adds a cash buyer tag to contacts.
Ensures automation doesn't respond to cash buyer responses.
Alerts you when a cash buyer responds.
Contact remains unresponded until you reply.
Assigning a User
Ensure you assign user(s) to this workflow in the designated area.
Dripping the Workflow
Slowly sends sms to contacts to avoid sending all at once.
Update the template section for specific property details.
Updating Templates
Update the template for multi-family, single-family, or land properties.
Customize email template to match property specifics.
Creating Duplicate Workflow
Duplicate the workflow to avoid your changes being overridden when updates our pushed to this workflow.
Editing Templates
Edit the cash buyer email and SMS templates to your specific need.
Sending Messages
Workflow sends one text and one email.
Resend by re-entering or adding more SMS/email events.
Adding Templates
Additional templates can be created and added to the workflow.