Automate Your SmartList Workflows with Quick Prompts

Transform hours of manual follow-up work into seconds with the powerful combination of Follow Up Boss SmartLists and Ace AI Quick Prompts. This feature eliminates the time-consuming process of manually working through each contact in your SmartLists.

The Problem Most Agents Face

You've built SmartLists for everything - new leads, follow-ups, nurtures, and more. But clicking through each contact manually, researching their history, crafting personalized messages, and updating records one by one consumes hours of your valuable time every day.

The Solution: SmartList + Quick Prompt Automation

With Ace AI Quick Prompts, you can create pre-configured workflows tailored to each SmartList scenario. Instead of spending 5-15 minutes per contact, you'll handle each one in seconds with a single click.

How It Works

1. Open your SmartList (e.g., Prospect Monthly, 7-Day Follow-up)
2. Select a contact from your list
3. Click your pre-configured Quick Prompt for that list type
4. Watch Ace work its magic- it automatically:
   • Analyzes property history and engagement data
   • Researches current market conditions
   • Creates personalized emails and text messages
   • Updates CRM fields and adds detailed notes
   • Schedules appropriate follow-up tasks
   • Provides strategic insights and next steps

Creating Custom Quick Prompts

Quick Prompts are fully customizable to match your specific workflow and communication style. Access them through Settings > Personalized and create prompts for different scenarios:

Example: 7-Day Intelligent Check-in Prompt

• Review properties viewed in the last 7 days
• Create text message referencing specific property interests
• Draft email with search criteria call-outs
• Mention current interest rates if inactive
• Schedule calls based on activity level
• Update notes with engagement insights

Real Results

What used to take 30-45 minutes of research and manual work per contact now happens in seconds. Scale this across your entire database and you're saving hours every single day while delivering more personalized, timely communication to your leads and clients.

Getting Started

1. Identify your most important SmartList
2. Create one Quick Prompt tailored to that list's purpose
3. Test it on 10 contacts to see the dramatic time savings
4. Expand to other SmartLists as you experience the efficiency gains

The combination of SmartLists and Quick Prompts transforms your CRM from a manual task list into an intelligent, automated lead management system that works as fast as you can think.

Ready to revolutionize your follow-up process? Watch the video above for a complete walkthrough and start building your first Quick Prompt today.