Today’s announcement is super special because we just released a BIG feature you’ve been asking for – Follow-Up Sequences in Privyr! ✨
You can now create multi-step Follow-Up Sequences in Privyr, making it super easy to engage your leads with a pre-defined set of actions, over multiple days, weeks, or months.
Sequences can include templated messages, trackable files, phone calls, time delays, and other types of follow ups.
Following a sequence is incredibly easy. When viewing a client, just tap to perform the suggested action when prompted. Privyr automatically tracks what to do next and when, so you can follow the perfect playbook without having to think, type, or remember anything.
🎯 Default Intro Sequence: Your Go-To for New Leads
The Default Intro Sequence is your most basic and essential sequence in Privyr. Whenever you view an uncontacted lead, this sequence is automatically suggested to you.
For example, you can have a default sequence of 8 touch points over 2 weeks for every lead. As each step is due, Privyr alerts and prompts you to perform the action in one tap, and then starts counting down to the next step.
You’ll always do the right action, at the right time — no need to plan, type, or think.
You can enable and customise your Default Intro Sequence under your Account tab > Settings > Uncontacted Leads in the Privyr mobile app.
💡 Creating & Managing Sequences
Besides the Default Intro Sequence, you can create other types of sequences for leads who meet certain criteria or milestones. For examples:
- A Post-Meeting Sequence for leads who attended a meeting with you
- A Post-Purchase Sequence to check in with leads who converted
- A Quarterly Catch-Up Sequence to stay in touch with existing clients or leads who are not ready to buy at the moment
You can create, view, and manage all your sequences on Privyr web or mobile. You can add or edit steps in an existing sequence, and see which leads are at which step of a sequence.
When you view any Client in your Privyr app, you can also see which sequence(s) the lead is in, and when the next step is due. Simply tap to add or remove them from any sequences.
Your Actions tab on mobile also shows you all the sequence steps that are due today, overdue, or upcoming, letting you take quick action from one place.
For a full step-by-step tutorial, check out our detailed guide on creating and using Sequences.
Getting Started
Sequences are now live in the latest Privyr app, on both mobile and web! They save you a lot of time and effort in tracking and organising your follow ups, while making sure every lead gets the same level of attention.
