Starting Retention Calls and Setting Followups

When you're roster is first uploaded to Retention, all your agents will be in the Backlog. Your goal is to work through your Backlog, calling each agent.

Retention Outreach Reminders (Active Queue)

• Once you've emailed, texted, or logged a call with the agent, they will automatically appear in Active for a retention call every 30 days.
• Unlike recruiting, Active is a shared followup pool so your entire staff can have a stake in retaining your agents.
• You can still assign owners to different team members for retention touches or click Showing all Active agents in the bottom left of the Active queue to filter by production level if different leadership team members manage agents with different productions levels (e.g. one person manages the Megas and another person manages New agents)
• Note that bulk actions like bulk emails or campaigns to your agents will not trigger the Retention reminders.

Follow-Ups

Followups are more versatile in Retention and are designed to work with any number of staff members while still being quick and easy to set. While it won't replace a complex onboarding or task checklist, it does keep your team aware of who has the ball next.

From Retention, select an agent to open their profile. Along the top action bar, select Set Followup.

Here we can set which person on staff is responsible for this followup. As in Recruiting, a Followup can be set with any action taken - sending an email, text, or placing a note - and a specific staff person can be picked each time.

Followups can also be set in bulk.

From the Retention screen, click the search bar and press enter. This will pull a list of all your current agents, and you can narrow your search using the Advanced Search Options.

Click Select All and Add Follow Up to set a date in bulk.

NOTE: Avoid setting a followup for dozens of people at once and setting one person up for failure. Instead, break your agents into groups and spread the followup dates evenly throughout the month and the staff to keep them manageable.