Enhancing Trello with Locator IQ 🚀 Real Agent Automations

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SOP: Automating Lead Management with Locator IQ

Objective

To efficiently manage leads and automate follow-up processes using Locator IQ as a CRM tool.

Key Steps

1. Sign up for Locator IQ, starting at $199 a month.
2. Utilize the Pipeline feature in Locator IQ, inspired by Trello's drag-and-drop interface.
3. Create automation drip campaigns for each lifecycle stage of leads.
4. Customize automations for actions such as sending lists, application approvals, and handling unqualified leads.
5. Set up follow-up automations for ghosted leads.
6. Take advantage of live support for any CRM-related questions or issues.

Cautionary Notes

Ensure that automation templates are set up correctly to avoid errors in communication with leads.

Double-check the content of automated messages to maintain a professional tone and accuracy.

Regularly monitor and update automation sequences to reflect current processes and information.

Tips for Efficiency

Use the pre-set automation templates provided by Locator IQ for quick setup.

Take advantage of live support for immediate assistance in case of any difficulties or questions.

Regularly review and optimize automation sequences to improve lead management efficiency.

Utilize the mobile app for on-the-go access to lead information and automation controls.

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