AITCOH™ Dealership Program · Internal plan

Broker Campaign Plan

Mass email sends start Monday, September 14. This page lists every piece of the broker campaign, where each one lives, and who follows up with each broker after the email lands.

Sends start
Monday, September 14
Sent from
campaigns@aitcoh.com
Brokers
835 across 5 states
Follow-up calls
William and Donna

Who follows up

Every broker gets the email. What happens next depends on whether they send us their information.

Starts Monday, September 14

Campaign email goes out

From campaigns@aitcoh.com to all 835 brokers on the five state lists

If the broker submits info

  1. Broker

    Submits their information

    Using the form on broker.aitcoh.com

  2. Automatic

    Response emails go out

    A confirmation to the broker and a lead alert to us at campaigns@aitcoh.com

  3. Our team

    William calls the broker

If the broker does not submit info

  1. Broker

    Does not submit information

    No form comes in from broker.aitcoh.com

  2. Our team

    Donna calls the broker

Every call gets a status and a note in the Call Tracker, so William and Donna see the same history and nobody calls a broker twice by accident.

What brokers see

The email in their inbox and the page its main buttons open.

Email

Ready to send

Campaign email

A refreshed design for the broker introduction. We send it from campaigns@aitcoh.com to every broker list. The link below is the hosted copy for review.

aitcoh-brokers-email.netlify.app (opens in a new tab)
Sent to
All five state lists, 835 brokers
Buttons
Learn More and Explore the Opportunity open broker.aitcoh.com. Book a Call opens the Calendly scheduler.

Landing page

Live

Broker landing page

Where brokers land when they click the main buttons in the email.

broker.aitcoh.com (opens in a new tab)
Brokers can
Schedule a call through Calendly, or submit their name, email and phone for follow-up.
Submissions
Saved to the Brokers Leads base in Airtable, with a confirmation email to the broker and a lead alert to campaigns@aitcoh.com.

What the team works from

The calling tool and the five state contact lists.

Calling tool

Test runs first

Call Tracker

Where we call brokers and record notes after the email has gone out. It works on a computer or a phone, and everyone sees the same list and the same notes.

telemarket.aitcoh.com (opens in a new tab)
Sign in
  • moseley@aginginthecomfortofhome.com
  • macier@aginginthecomfortofhome.com

Passwords are shared with each caller directly and are not written here.

Statuses
  1. Not called
  2. Emailed
  3. 1st Call
  4. 2nd Call
  5. ClosedorBad Lead

Emailed is the first step for every broker. Work the calls in order, and move a broker to Closed or Bad Lead when there is nothing more to do.

Instructions
The Call Tracker User Guide covers signing in, statuses, call notes, exporting a list and uploading a new one.

Test runs first. We will run the tool a couple of times and adjust it as we go to get the most out of it.

Contact lists

Ready

Broker contact lists

835 business brokers across five states, one Airtable list per state. Each link opens that state's shared view.

Broker contacts by state
State Brokers Airtable link
Texas 412 Open list for Texas in Airtable (opens in a new tab)
Colorado 175 Open list for Colorado in Airtable (opens in a new tab)
Arizona 121 Open list for Arizona in Airtable (opens in a new tab)
South Carolina 75 Open list for South Carolina in Airtable (opens in a new tab)
Utah 52 Open list for Utah in Airtable (opens in a new tab)
Total 835

Other broker pages

Pages brokers may reach or ask about. The landing page links to the partnership page and the dealer page.