New Homeowner Upload & Automation – Monthly
Purpose:
To ensure BA House Cleaning consistently reaches new homeowners via direct mail and automation. This process is triggered by David Weiss, who uploads the new contact list each month to SendOutDirectMail.com.
✅ Task Timing & Trigger
| Trigger | Assigned To | Platform Used |
|---|---|---|
| Email from David Weiss confirming the upload | marketing person in Clickup | SendOutDirectMail.com |
🕒 Frequency: David usually sends the upload confirmation once per month — typically during the first half of the month.
📨 What to Watch For
You’ll receive an email that looks like this:
Subject:
New Homeowner listed was uploaded for [Month]
From: David Weiss (SoldByDavidWeiss@gmail.com)
Example:
“Good morning — New Homeowner listed was upload for May”
❗ Missed Email? Follow Up
If you have not received David’s email by the 15th of the month, please follow up with him directly:
📞 David Weiss
DRE #01962589
📱 510-755-3019
📧 SoldByDavidWeiss@gmail.com
🌐 SoldByDavidWeiss.com
🔗 Zillow Profile
🔄 What To Do After Email Arrives
Immediately proceed with the steps in the Scribe tutorial below.
Everything from this point — including accessing the contact group, tagging, and triggering the automation — is handled inside the Scribe.
📎 Step-by-Step Walkthrough
1. Navigate to https://sendoutdirectmail.com/
2. Click “Sign In”
3. Click “Sign In”
4. Ensure new contact were added, by Clicking on “Contacts”
5. Click on Groups and you can see that “April2025NewHomeowners” have been uploaded.
6. Scroll down to the bottom and you can see “Showing 1 – 25 of 363”
Tip: This means that they have uploaded a total of 363 contacts for April 2025