NEW_NUMBER
Trigger: Lead updates their phone number (previous number was incorrect or unreachable).
Why it matters: This is a fresh opportunity—lead is re-engaging and now reachable.
Goal:
Reconnect and reintroduce our value
Offer help restarting their search
Guide them toward a showing or consult
Duration: 3 emails over 5 days
Link to email automation: https://app.followupboss.com/app/automations/public/8I005VGFD
Link to tag removal automation: https://app.followupboss.com/app/automations/public/DAS0XDO36
NEW_NUMBER Action Plan
Step 1: Email
Days after last step: 0
Title: New Number 1
Subject: Glad we’ve got the right info this time 👍
Body:
Hi %contact_first_name%,
Looks like we’ve got your updated contact info—glad we could reconnect!
Whether you’re still casually browsing or getting ready to make a move, I’m here to help however you need.
Let me know if you’d like to revisit what you were looking for, or if your plans have shifted—I’m happy to help you pick things back up.
Warmly,
Step 2: Email
Days after last step: 2
Title: New Number 2
Subject: Still thinking about buying?
Body:
Hey %contact_first_name%,
Just checking in—when we first connected, it looked like you were exploring some homes. If you’re still interested, I can help you get back on track with updated options, market info, or even a quick chat to figure out your next steps.
Totally up to you. I’m here if you want to dive back in.
Best,
Step 3: Email
Days after last step: 2
Title: New Number 3
Subject: Want to jump back in?
Body:
Hi %contact_first_name%,
Now that we’re reconnected, let’s talk about what you’re looking for. Whether you're ready to go see a few homes or just want a quick consult to get your bearings, I’m happy to help.
Evenings or weekends usually best for you to catch up?
Looking forward to hearing from you,
Step 4: Remove Tags
Days after last step: 1
Action: Remove Tag(s)
YPRIORITY
NEW_NUMBER
NEW_NUMBER Automation
Automation Name
New Number
Event
When tag NEW_NUMBER is added
Conditions
Stage EXCLUDE - Pending and/or Under Contract (your database may be different and have different stages. Please select the stages you wish to exclude from this automation)
Action
Start Action Plan “New Number”
Run Time
Multiple Times Per Person