KM SYS5 – Automating the Follow up Process

The objective of this course is to teach salespeople how to create and use automatic follow up marketing sequences to make it easier to work intimately with large groups of people.

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About This Training Program

Follow-Up Strategies for Building a Large Business is also known as System #5. One of the secrets to working with large groups of clients is to develop marketing sequences and campaigns coupled with a series of well thought out triggers to automate some of the touches and interactions needed to keep your client relationship fresh and productive. High earning professionals will confirm that it is virtually impossible to do everything that they will need to do with every single client on a daily basis without having these automated marketing sequences in place. From the letters you send, to the calls you make, to reminders or well wishes you communicate, these touches set you apart from the rest. So we are going to show you how to do it right!

What You Will Learn

  • How to correctly use the automatic follow up process
  • How to avoid the obvious pitfalls when using a process like this
  • How to design one that works for you uniquely
  • How to modify your current CRM sequences to work for you

How Will This Training Be Applied

  • To work better with large audiences effectively
  • To set up and execute campaigns
  • To develop purposeful campaigns based on unique client scenarios
  • To better use the CRM database to build your business

What You Can Expect

  • This course is self-paced.
  • This course may contain lessons that include a series of topics.
  • All topics must be completed before moving on to the next lesson.
  • Email notification will be sent when next lessons are accessible.
  • Upon successful completion of the entire course, the professional will receive a course badge, a certificate of completion, and CEU credits towards annual recertification.


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course