Solving your most common workflow challenges with Automations | Bosses in Action


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In this episode of Bosses in Action, join the Follow Up Boss team, Dan Corkill, CEO, and Meghan Porter, Customer Success Lead, and Caroline Becherer, Product Manager, as they go into some of the most common workflow challenges that can be solved with Automations. Start saving time with this hands-off approach that leaves out the guesswork for agents. Come prepared with questions and get ready to automate your workflow.

0: 00 – Intro
0: 45 – How is automation important?
2: 14 – Notifying inquiries about new property.
4: 21 – Reassigning a lead.
7: 33 – Engaging possible leads through automation.
9: 02 – Demo of creating automation from scratch.
15: 00 – Sharing functionality.
17: 00 – Looking up the shared links.
17: 32 – Action Plan Library
17: 53 – Help Center
18: 50 – Possibilities in automation.
23: 33 – Setting up reminders.
25: 05 – Sending emails from the Team Leader.
25: 51 – Does Follow Up Boss allow video emails?
26: 54 – Stopping or keeping the automation running.
28: 06 – Pausing other action plans.
29: 18 – Protecting the details in automation.
32: 47 – Outro

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