Lead Follow-up Automation

Automate your outreach to leads to maximize successful move-ins

Problem we are solving

Leads that are created from channels such as your website require VM bandwidth daily to contact and attempt to convert leads into a paying customer. Planning and tracking this work outside of your daily tools can result in missing potential customers, reducing overall revenue. 

Feature Solution

We've created tools that integrate with your StoreEase VMOS experience to customize and automate this follow-up work, making lead follow-up consistent and trackable. 

VMOS Communication Notation

A note will be left in VMOS Comms for tracking of these messages.

Q: Which parts of the follow-up can we customize?

1. Message content sent via text, including where you direct leads to take action (a website, a phone number to call, etc.)
2. How often to contact the lead 
3. Different messaging and schedules based on source (e.g. your website vs. on-site leads)

Q: Is there a recommended follow-up schedule?

• At a minimum, our recommended default schedule is as follows:
  
  • After 1 day
    • SMS: Thank you for your inquiry regarding [org name]. Learn more about our rates and availability here: [facility_rent_link].
  • After 3 days
    • SMS: Still need storage? Our team at [org name] is here to help! Call us at [formatted_facility_phone] or visit us at [facility_rent_link]
      
      

Q: What happens when the lead is no longer active in the PMS?

• The lead will stop being contacted automatically.