Sierra Action Plans
You may call them drip campaigns or follow-up campaigns. In Sierra, your email and text follow-up runs as action plans. We build them for every lead source and every lead goal, triggered by what your leads actually do, and we keep them updated.
Included in BluPrint Foundation for Sierra Interactive. 200+ action plans, updated every 30 to 60 days.
Drip Campaigns in Sierra
Sierra has a feature named Drip Campaigns, and it sends email only. Follow-up with texts in it runs through action plans. So if you want email and text working together, action plans are what you're after, and that's what we build.
What We Build
200+ action plans built around real buyer and seller patterns, from a brand-new registration to a past client.
A lead returns to your site, saves a property, views several listings, requests info, clicks a listing alert, or asks for a showing. A behavioral text and email go out, and the lead moves to the top of the call filter.
When a plan ends, the lead moves into the next plan or a nurture track. Nobody falls off the end.
Tag a lead with their buying window and they route into a matched track. A 3 to 6 month buyer triggers alerts early. A 12+ month buyer needs a stronger signal before anyone is alerted.
Automation works new and unqualified leads. Once a lead is Active or Prime, the automated texts step back and your agent owns the conversation.
Email and text templates for every stage. Change the words to sound like you without breaking the logic underneath.
Specialized filters surface leads with no action plan and buyers missing their property alerts.
We keep improving the plans. If you bought BluPrint and still have it in your Sierra CRM, the updates arrive automatically, one-time buyers included.
Email Nurture
Not every lead is ready to talk this month. In your Sierra account, long-term email nurture runs inside action plans, matched to each lead's buying window, so a 12+ month buyer hears from you differently than someone moving in 3 to 6 months. When a nurture lead comes back to your site or saves a property, a text and email go out and your agent is alerted.
How the Timing Works
There's no single schedule. Each of the 200+ plans is built for one job: either a specific lead source, or a lead's goal or situation, like a brand-new lead, an unresponsive lead, or a long-term buyer or seller nurture. Each lead gets the plan that fits, and the timing comes from that plan. Underneath, every new lead moves through the same 90 days.
| When | What happens | Who drives |
|---|---|---|
| Days 0 to 30 | Automated touches start right away and work alongside your agent's calls. The goal is one two-way reply. | Automation and your agent |
| Any time a buying signal shows | A behavioral text and email go out, and the lead jumps to the top of the call filter. | Automation, then your agent |
| When the lead replies | Automated texts step back. The lead moves into a conversation filter. | Your agent |
| Days 31 to 60 | Automation tracks on-site activity and flags leads who are quiet but still browsing. | Automation |
| Days 61 to 90 and beyond | Leads who never replied move into long-term nurture, matched to their timeframe. | Automation |
Getting it installed:setup costs, timeline, and process
Pricing
One-time build. No monthly commitment.
Two Ways to Work With Us
$299One-time build.
A complete system built inside your CRM, shaped by years of real database work.
From$199/mo
Your database, worked every month by BlooIQ and your Bludoor database manager. Includes your BluPrint Foundation build.
Pricing based on database size. Turn your dormant database into active opportunities with strategic re-engagement campaigns.
Frequently Asked
You can build your own follow-up in Sierra, or have it built for you. In Sierra, email and text sequences run as action plans, and that's what Bludoor builds: 200+ action plans, behavioral automations, and an email and text template library, installed in your account with training as part of BluPrint Foundation for Sierra Interactive, $299 one time. We update the action plans every 30 to 60 days, and everyone who bought BluPrint and still has it in their Sierra CRM gets the updates automatically.
Not through the feature Sierra calls Drip Campaigns, which sends email only. Texts, call tasks, and mixed email and text sequences run through action plans, which is where we build your follow-up.
You can set them up yourself, or have them built for you. In Sierra, follow-up campaigns are called action plans. Bludoor builds 200+ of them as part of BluPrint Foundation for Sierra Interactive, with behavioral triggers that start the right follow-up when a lead returns to your site or saves a property.
Yes. We build long-term email nurture inside Sierra action plans, matched to each lead's buying window, for leads who aren't ready yet. When a nurture lead shows a buying signal, a text and email go out and your agent is alerted.
Traditional plans mix automated messages with tasks for your agents, like a call to make. Fully Automated plans send everything on their own and pause when the lead sends a text or email, calls, submits a contact form, or is marked as talked to. A working system usually needs both.
It depends on the plan. BluPrint includes 200+ different action plans. Each one is either specific to a lead source or built around the lead's goal, like a new lead, an unresponsive lead, or a long-term buyer or seller nurture. Each lead gets the plan that fits, and the timing comes from that plan.
Every 30 to 60 days. Everyone who bought BluPrint and still has it in their Sierra CRM gets the updates automatically, both one-time $299 buyers and monthly clients, so your follow-up isn't a one-and-done template.
No. Once a lead is Active or Prime, the automated texts step back completely. Your agent owns the cadence, the conversation, and the close.
Sierra limits how many Fully Automated action plans an account can assign manually each day, and plans applied by Automations count toward that limit. Plans applied through Lead Routing Rules or the Tracking Link Generator don't. Once you hit the limit, Automations stop applying those plans until the next day. Sierra Support can raise the limit.
Yes. The templates are yours to edit, so swap in your voice, your market, and your offers. The automation logic lives in the action plans and triggers underneath, so changing the words won't break the chain.
No. Action plans send texts without Lead Engage. Lead Engage is Sierra's AI texting add-on for two-way conversations, offered on the Essential and Growth packages. If you want AI conversations run for you by a real person, look at BlooIQ, which also works on Sierra's Starter package. Pick one AI texter, not both, so leads aren't double-texted.
Text steps in Sierra action plans need the Sierra Dialer turned on for your account and each user. Email steps need each user's email connected in Sierra. We'll walk you through both on the discovery call. Setup costs, timeline, and process
Get Started
Book a free discovery call. We'll look at what's running in your Sierra account and what's missing.
