Automating follow-up with Action Plans

An Action Plan is a follow-up sequence that runs on a schedule, so a lead you can't call today still hears from you tomorrow. You control the plan's content; Done-Deal handles the timing.

How a plan works

1. A plan is a series of timed steps — for example: day 1, a welcome email; day 3, a check-in; day 7, a task reminding you to call.
2. Enroll a lead from its page (the Action Plan panel) and the clock starts.
3. Each step fires when its day arrives. Progress shows on the lead, and every step is recorded on the timeline.

Steps can send an email to the lead or create a task for you — the built-in plan ends by creating a "Call — no reply" task, so a lead who never responds lands back in your hands instead of falling through.

How a plan ends

• Converting or archiving the lead completes its enrollment automatically — a client under contract doesn't keep getting nurture emails.
• You can stop or pause a plan by hand at any time from the lead's page.
• Unsubscribes are honored. If a lead opts out of plan emails, no further plan email is sent to them. The lead itself keeps working normally — unsubscribing stops email, nothing else.

Note: A running plan does not detect replies on its own. When a lead gets back to you, stop or pause the plan from their page as part of taking the conversation live.

Editing plans

The Action Plans page in the CRM menu is the library: create a plan, set each step's day offset and content, and edit existing plans. Changes apply to future steps — a step that already fired is history.

Tip: The best plans read like you on a good day, not like a newsletter. Three or four genuinely useful touches beat ten generic ones.

FAQ

Can a lead be on two plans at once?

A lead has one active enrollment at a time. Enrolling in a new plan replaces the old enrollment.

What happens if I edit a plan while leads are enrolled?

Steps that haven't fired yet use the new content and timing. Steps that already fired are unchanged.