Touchpoints are the core of BrokerBlocks. Powered by AI, they help you engage leads and clients faster with smart, personalized messages, so you stay consistent and effective without spending hours writing each follow-up.
🧪 Start with a Training Lead
Practice Sending Touchpoints with Zero Risk
Before reaching out to real leads, practice with Training Leads, a safe space to test Touchpoints and get familiar with the workflow.
Find Training Leads directly on your Dashboard
Send messages to yourself via email and phone to see the exact client experience
Test, tweak, and build confidence before going live
✏️ How to Send Your First Touchpoint
Head to your Dashboard to view your leads and the New Best Actions (NBAs) BrokerBlocks recommends to move each conversation forward.
You can select Review Touchpoint to send it immediately (in this case, a Presentation is recommended as NBA), or choose Edit Touchpoint to customize the message and add additional details to your slide.
📝 Edit the Details of Your Touchpoint
You’ll see your personalized message based on the lead context.
Click Edit touchpoint
Personalize or update each slide to match your tone and the conversation
Click Continue in the footer to open your delivery options
📧 Choose How to Send Your Touchpoint
Fine-tune your message by editing the subject and body.
Choose SMS, email, or both based on how you connect with the contact
Preview the Touchpoint in real time using the panel on the right
Send directly from BrokerBlocks or through your connected CRM, such as Follow Up Boss
💬 Copy & forward it to your CRM
If you’re using Follow Up Boss, click Copy & Forward via FUB and choose whether to send email first or proceed with FUB
After selecting your preferred option, you'll be taken to a screen where you can copy the message to your clipboard.
Then, head to your FUB account and paste the message into the appropriate SMS tool to send it.
🔄 How to See Your Touchpoint History
After sending a Touchpoint, tracking your activity is quick and easy.
You browse or use the search bar on the left to find and select a lead
Once selected, the Touchpoint History widget appears, showing recent messages and engagement at a glance
⚡️ Pro Tip: Align Touchpoints with the Conversation
BrokerBlocks recommends Touchpoints based on your CRM activity and insights, so the more context it has, the smarter the recommendations become and the stronger, more relevant your follow-ups will be.
📝 Next Step: Learn how to import leads into BrokerBlocks →