Automated Follow-Up That Actually Converts
Will need access into your Brivity CRM
A Brivity nurture system uses Auto Plans, tags, smart lists, and automated emails/texts to ensure:
Sphere contacts are touched regularly
Past clients receive consistent communication
Online leads are followed up with effectively
No opportunity slips through the cracks
Instead of “hoping” you follow up, the system does it for you.
Custom Auto Plans for Sphere, Past Clients, and Active Leads
Tag and status cleanup for better segmentation
Review request automation
Birthday and home anniversary tracking and touchpoints
Email and text templates installed inside Brivity
Smart lists to monitor engagement
Agents with messy or underused Brivity databases
Teams wanting predictable referral conversations
Agents who want automation without losing personalization
Professionals who need to lighten the mental load and lean into their systems
This isn’t generic automation. It’s a structured, intentional nurture system built around how you actually do business.