Page 9 - Southwest Florida Regroup

NEW– New lead, call IMMEDIATELY. Recategorize within 5 minutes. No Chat = QUAL Chat = HOT or NURT or WATCH

QUAL– Not connected yet, aggressively working to determine where the lead is in the sales

New Leads Program 12 Day Plan HOT – Ready and committed prospect that is looking to buy or sell in 0‐3 months. If a buyer, then you are now showing them property. TO DO established by Agent, 1x per week E‐alert set NURT–Not “HOT” yet but committed to doing something within 3‐6 months, nurturing a relationship with intentional follow up. TO DO established by Agent, 2x per month E‐alert set WATCH – Further out that NURT, 6‐12 mon

LEGEND cycle. A. A. B. A. B. A. A. NEW QUAL HOT NURTURE WATCH TRASH ARCHIVE PEND CLOSE