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Set It, Forget It, Close It

APP

To get the most out of your training, please download the following app in advance.

About
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Jenn Curley & Alexis Glover

Explore secrets to creating an automated follow-up that engages buyers, streamlines communication, and boosts sales efficiency and results.

How to Use AI to Create Effective and Engaging Follow-Up

In this session, we’ll explore how ChatGPT can reduce follow-up stress by making it faster, easier, and more effective. With TCP and SAMI strategies as the foundation, AI helps you personalize outreach, time your follow-up, and keep communication consistent. The focus is on working smarter, not harder, so you can turn follow-up into one of the easiest parts of your sales process.

Follow Up With ChatGPT

  • TCP

    • ChatGPT will know your TCP from past outreach.
      From past outreach, it adapts tone, timing, and message style to fit your buyer type

  • SAMI Outreach

    • ChatGPT will know your SAMI strategies. 

      • ChatGPT aligns with your SAMI plan by tracking what’s working and what isn’t and adjusting your outreach to stay impactful.

  • Communication

    • ​Ask ChatGPT what form of communication to use (text, email, phone call, social media), when to use it, and in what combination

      • By leveraging AI’s insights, you can match the right message with the right timing, making every interaction more effective and natural for your prospects.

  • Be Specific

    • The more specific you are with your prompts, the less time ChatGPT will take to deliver what you need in the future.

      • Clear details about your goal, incentives, community, and buyer type will help the AI immediately generate on-target responses, reducing back-and-forth and making your follow-up process more efficient.

Example Prompts

  • 10-Day Call/Text Campaign

    • “Help me create a 10-day call/text campaign for an Upwardly Mobile Young Family TCP. Highlight that we offer a 4.99% fixed rate, great lifestyle amenities like a pool and a gym, and an emotional appeal to drive the appointments.”

  • Targeting Realtors

    • “Create a text campaign for Realtors working with our Upwardly Mobile Young Family TCP. Suggest the best timing for messages. Homes range from 2 to 4 beds and 2 to 2.5 baths, all quick move-ins. The goal is to connect with the Realtors to get them in the community or have them bring their buyers.”

  • Targeting Referrals

    • “We offer $1,000 referrals to buyers who refer someone, and the referee also gets $1,000. Please make a compelling text asking buyers for referrals for our TCP, and tell me when it is a good time to text or call these prospects, or if this should be a drop-off collateral incentive.”

  • One-Time Call-to-Action

    • “Help me create a three-minute call script for B and C prospects. It should reflect my TCP and bonus incentives of $500 Earnest Money for military buyers for appointments set today. Include upcoming SAMI events and focus on booking an appointment.”
       

Multiple Text: Shortcut App

Here’s the exact sequence of actions you’ll add in the Shortcuts app. This will send one text per person, using their first name, without it looking like a group text:

Set up Contacts Lists in Your Phone (IOS)

  • Open the Contacts App and tap on Lists at the top

  • Tap Add List,  and choose either Gmail or icloud for your storage option. Type a name for your group (ie: realtors, backlog)

  • Using Add Contacts, add each contact you want to include in this list

  • Done!

Shortcut to Mass Text/Email

  • Download the Shortcuts App

  • Scan the QR Code provided or create your own shortcut​​​

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  • When “Complicated Mass Text” appears click +Add Shortcut In the Shortcuts App Choose “Complicated Mass Text"
    Yes

  • Do you want to send to a defined group?

  • Do you want to include a greeting with each contact’s name? Yes

  • Choose “Group setup inside of contacts app”

  • Choose + Add Filter

  • Group is- Insert your group name here by clicking “choose” and picking from the list

  • Click Done

  • Enter text -Strategic message created with ChatGPT to target your specific contacts group

  • Allow the shortcut to send it to all contacts in your list

  • It will then send automatically, and allow your contacts to reply.

  • Test it out!

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