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Getting Started With Done For You (DFY) Campaigns - Premium Plan
Getting Started With Done For You (DFY) Campaigns - Premium Plan
Matthew Sinclair avatar
Written by Matthew Sinclair
Updated this week

Please note that this guide applies only to our DFY Premium Plan. For the Basic Plan, where we only send the messages and you handle reply triaging yourself, please refer to the guide at this link.

Step 1 - Update your business information.


The first step is to complete your A2P approval, allowing us to apply for a compliant phone number in accordance with U.S. laws. To proceed, please complete your business profile so we have all the necessary information to submit the application to the phone carrier on your behalf.

To update your business information, please follow these instructions after logging in to Leads Reacher:

  • Go to Settings -> Business Profile


  • Complete the following sections

    • General Information (leave the branded domain empty)

    • Business Information

    • Business Physical Address

    • Authorized Representative

Step 2 - Create your Zillow job for new leads (optional).


For us to send SMS & voicemail campaigns, first you need some leads. So if you already have leads that you collected, that's great. You can skip to the next step.

But if you don't have new leads and want some new leads, we can generate them from zillow or any other website you have in mind.

Get new Zillow Leads

  • Step 2 - Create you zillow job. See the below video on how.


  • Step 3 - You will receive an email & a SMS to download when your data is ready. But we will load this data automatically to your Leads Reacher CRM as a part of the done for you service.

  • Step 4 - If you need help downloading your data files seperately, read the following article. https://help.scrapingsolutions.com.au/en/articles/2303842-downloading-your-data

Generate leads from another website.

If you need leads from another website other than zillow, or you want different types of leads you need to contact us. There are few ways for you to get a quote.


Step 3 - Send us your campaign instructions.


Please submit the below form so we have everything we need to begin your campaign.

Step 4 - Connect your calendar.


This video explains how to connect your calendar to Leads Reacher, allowing you to leverage appointment booking service based on your availability.

Step 5 - Upload your future lead files directly.

If you have ongoing leads that you collect, you can send these files directly to us through Leads Reacher. Please watch the video below to learn how.

Step 6 - Follow up with booked calls.


This video guides you on managing your appointments and leads after our team books a call for you, as part of our Done-For-You Leads Prequalification & Appointment Setting Service.


Step 7 - Review conversations when requested.


From time to time, your appointments manager will ask you to review a conversation with a lead because they are unsure how to reply. This usually happens when a customer requests information to be emailed or in another scenario where your appointments manager believes it’s best for you to handle the conversation.

Please watch the following video to learn what to do when this occurs.

That's it and you are done!



Got questions? Book a free call with a specialist.

Book a call with one of our done for you specialist to discuss further requirements.
https://www.scrapingsolutions.com.au/schedule-a-call-with-us/


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Send us an email on [email protected]

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