I’m working with agents who have a massive database of 22,000 leads. These leads are a mix of buyers, sellers, and investors. While they are already using their own CRM system and have some automation in place, it’s clear they aren’t leveraging effective follow-up systems to engage their database.
My goal is to help them maximize the potential of these leads through a robust follow-up strategy. My plan involves transitioning their lead management to a platform like GoHighLevel (GHL) to centralize and optimize their data while taking full advantage of automation and personalized outreach. However, I anticipate resistance, as they may prefer sticking with their existing CRM.
Here’s my challenge: How do I position GHL as the best solution without alienating them if they are attached to their current system?