Understanding BrokerBlocks' Next Best Action Feature
The Next Best Action (NBA) feature in BrokerBlocks is designed to optimize lead engagement through personalized recommendations. This ensures that your actions are always aligned with the lead's current status and needs, making your outreach efforts both efficient and impactful.
Important: NBAs will only populate for leads imported from a CRM.
Get started
1. Log into your BrokerBlocks account
2. Select the NBA of the specific lead you would like to work with
Icons
Each NBA card includes an action field with icons for quick actions: preview, change style, edit, and send.
These icons enable you to:
Preview: View the touchpoint before sending
Change Style: Customize the touchpoint's appearance
Edit: Edit the touchpoint content and copy
Send: Edit the message but not the content or copy in the touchpoint
The 'X' button at the card's top right allows you to dismiss the card permanently, ensuring it doesn't reappear once you've moved on to a different engagement stage.
Important: When you click the 'X' to dismiss the NBA it will not be able to be undone.
BrokerBlocks will recommend actions in this order:
Presentation touchpoint
Appointment reminder
Thank you
Checklist
Testimonial request
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