
What Are The Main Benefits?
Examples

70+ Action Plans
We install a mix of fully automated and traditional action plans into your account that helps nurture and convert leads.
- Action plans are a timed-based mixture of text and/or emails that are applied to contacts through lead routing rules and via automations.
- They contain content relevant to the contacts lead status in Sierra Interactive.
- Most plans contain links back to the landing pages we installed in your account – refilm the landing page content to change the messaging/experience.

20+ Smart Filters
We install smart filters that constantly scan your database and tell you exactly what to do. There are three filter styles;
- Task & reminder: Outbound communication (tasks) and leads you deem important (favorites).
- Engagement: Dynamically populate themselves based on gaps in the follow-up. Call, text, or email to remove the contact from the smart filter.
- Lead maintenance: Duplicate leads, no e-alert or market report, etc.


250+ Tags
We install tags into your Sierra Interactive account that make triggering automations and querying leads easy.
- Tags create searchable data points that can be found using Sierra Interactive advanced lead search tool.
- Flowchart tags trigger automations that make handling common lead objections or scenarios easy.
- Hold yourself and your team accountable using our tracking tags to uncover missed opportunities.

175+ Contact Templates
Use the stock version of our pre-templated messages, or make personal adjustments before hitting send.
- Nudge your data using contact templates to uncover a second layer of opportunities.
- Manual flowchart tags trigger an automation that handles the lead scenario and, if needed, recommends which contact template to send.

Simplify Your Day
Stop mindlessly working inside your CRM without clear direction.
How Setup Works
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1. You Tell Us About Your Business by Completing an Account Activation Form
Everything starts with learning more about your business! Using our activation form, we will capture all the details about your business that our team needs to set up your account. This process takes about 10 minutes or less to complete.
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2. We Create Landing Pages and the Lead Engagement System into Your Account
Our team reviews your activation form and begins creating our video landing pages for your account. As well as connecting our integration to Sierra Interactive, which allows us to import action plans, tags, smart filters, contact templates, and automations into your account.
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3. We Perform An Account Audit and Optimize your Sierra Interactive Platform
During the activation process, we perform an account audit to make sure that your Sierra Interactive settings are configured properly. Once completed, you'll receive a copy of the audit report along with action items that need your attention.
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4. We Launch Your Account and Provide Ongoing Training and Premium Support
After installation and the audit is complete, we will launch your account and notify you that everything is live. You have full access to our membership area that contains training content, along with daily live training sessions, private Facebook group, and 1-on-1 account review calls to dig into your progress with our services.

Frequently Asked Questions
Our cancellation process involves removing the landing pages from your account and disconnecting our integration with your platform. Meaning all action plans, smart filters, contact templates, automations, etc. are removed from your account.
