🟢 Lead-Stage Leads

In the first conversation with them, your primary goal is to set an appointment with them. After the appointment is set, then you can follow up to confirm they haven’t signed a buyer’s agreement with another agent.

If additional qualifying topics come up naturally during the call, then pursue those questions at that point. Otherwise, wait until meeting them in-person to discuss financing, pre-approval, etc.

If you aren’t able to set an appointment during the first conversation (home is already under contract, they change their mind about that specific home, etc.) then our goals become finding out:

• Their current situation (renting or own)
• Reason for moving
• Timeframe
• Home criteria (location, size, price range, specific preferences like master on main, basement, large or small yard, etc.)

Follow-Up Frequency for Lead-Stage Leads: New Leads: Follow-Up Schedule

🔥 Hot Leads

[TOUCH TAG: Daily or Weekly]

These leads are our priority to follow up with throughout the week to ensure they don't fall through the cracks or end up calling another agent to show them a house.

This includes:

• Active clients (Buyer Agreement or Listing Agreement)
• Leads you’re actively showing houses to
• Leads who seem ready to start looking as soon as the right listing comes up
• Leads in the process of getting pre-approved

You’ll typically want to be monitoring the listing alerts for the leads so that you can text them a link when you see a listing that you think they might be interested in.

📑 Likely Leads