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AI helps write and manage email sequences in three key ways:
- Content Generation and Personalization: AI can act as a writing assistant, drafting the email itself. It uses data from your CRM to create personalized content for each lead. For example, instead of a generic “hello,” the AI can automatically include details like a client’s policy renewal date, their mortgage closing anniversary, or the specific property they were interested in. Tools like ChatGPT or built-in AI features within marketing platforms can generate entire email bodies, subject lines, and calls to action that are tailored to the recipient. This saves significant time and ensures a consistent, professional tone.
- Smart Segmentation and Timing: This is where AI truly optimizes the follow-up process. It analyzes a large volume of data to predict the best time to send an email and the ideal sequence of messages.
- Long-Term Follow-Ups: AI can segment leads based on their engagement, interests, or life events. For instance, a system might create a “future homeowner” segment for a lead who is 6 months away from being ready to buy. The AI then automatically sends a sequence of educational emails about market trends or financing options.
- Asking for Referrals: The AI can identify your most satisfied clients by analyzing their communication history, previous referrals, or positive feedback. It can then automatically add them to a “referral request” sequence that is triggered a set time after a successful transaction, ensuring you ask at the perfect moment.
- Asking for Google Reviews: Similarly, the AI can trigger a separate sequence specifically for reviews after a transaction is complete. It can automatically send a series of emails that politely ask for a review and include a direct link to your Google Business Profile.
- Optimization and Refinement: AI continuously learns from its performance. It tracks metrics like open rates, click-through rates, and conversion rates for every email. This allows it to automatically make small adjustments to improve results over time. For example, it might learn that leads in a specific area respond better to a certain subject line and will automatically use that one more often. This a/b testing and optimization happens in the background, making your email campaigns more effective with every send. This also helps you understand what content resonates most with your audience.
Note: Do not simply copy and paste AI emails; give them a read and re-write certain sections. AI tools tend to be overly “wordy”. Tailor it to your own writing style and continue to refine it over time.