Top Producer® 8i CRM: Simple Lead Conversion Plan

The Simple Lead Conversion Plan is a simple recipe designed to help you effortlessly convert your online leads using our products. We’ve created the plan for you in Top Producer CRM, so all you need to do is automatically apply it to your incoming leads and you’ll be converting left, right and center.

Here’s a quick overview of the plan:

Day 1

day 1


Days 3, 6 & 7

   > Day 3: You send a qualification email or make a call.

   > Day 6: You get the intel. Have they viewed your Market Snapshot? Have you checked them out on social media yet?

   > Day 7: You make qualification call #3.

Simple, but it’ll help you deliver the wow effect. Not only will they be impressed with your speedy responses, you’ll start to gain trust because you’re sending relevant, knowledgeable info.

How do I start using it?

Since we’ve already set up the plan for you, all you need to do is make sure it’s automatically applied when your leads come in.

1. In Top Producer CRM, go to Calendar > Auto Apply Plan Rules > click Add Rule.

add rule


2. Enter a plan name > then select the leads you want to apply the plan to. For example, if you want to apply the plan to all® leads, select from the Source drop-down list. Lastly select the plan and that’s it!

One thing to note: There are 2 plans—1 if you use FiveStreet and 1 if you don’t. The only difference is that if you don’t use FiveStreet, we’ll send an email on your behalf when you receive the lead.

rule details

Happy converting!

Log in to use the Simple Lead Conversion Plan.

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