---
title: "Retention Rockstar Coaching Call: Following Up and Automations"
description: In our latest community call, actionable strategies are shared for engaging with leads
---

[MonitorBase: Mortgage Market Insights ](https://blog.monitorbase.com)

# [Retention Rockstar Coaching Call: Following Up and Automations](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations)

 Written by [William LeBaron](https://blog.monitorbase.com/author/william-lebaron) | Mar 12, 2025 6:00:00 AM

In this month's Retention Rockstar Community Call, the team emphasizes the importance of **consistent follow-ups and automation** in nurturing leads, especially in a shifting market.

Potential clients may forget about past offers, but utilizing an automated outreach system at intervals (e.g., 15, 30, 90 days) ensures continued engagement. Market changes, such as lower interest rates, might also revive interest among previously unresponsive leads.

This call also touches on the concern of rising cost of credit reports and how to mitigate those expenses, how crucial a seamless customer experience is for closing deals, and the recent merger between MonitorBase and Bonzo, and what it means for our users.

Watch the discussion today:

This monthly group coaching call is for all our users, admins, and anyone with a MonitorBase account to join, as we believe in the importance of collaborative learning. If you’re looking for extra help, training, regular check-ins, and collaboration to see what works with people like you, but haven't registered for The Retention Rockstar Group Coaching Call yet, then sign up today so you don't miss out on the next upcoming call (First Tuesday of Every Month):

 

Want to learn more about MonitorBase?

[Schedule a Meeting](https://meetings.hubspot.com/william11/meet-with-mb-sales) with Us

[View full post](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations)

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