What to do when you get a lead alert
Updated
We notify all our users for every lead we convert to the following lead statuses: Contacted, Nurturing, Qualified, Appointment. The last 3 statuses are all considered "Engaged" statuses.
It's important to know what to do with these and how to handle them.
Contacted: This is any lead that we have made contact with, and confirmed that we are actually talking to the correct person, but for some reason or another we were unable to get any further. Rather it was a bad time for them to talk, they were at work, or someone let us know that "Fred" was not here right now, we simply were not able to get any real information about how we can help them and need to reach back out at another time. All contacted leads get set callbacks and will be followed up with at that time.
Nurturing: If we are able to confirm who we are talking to, and get some sort of information on how we can help them, we have a nurturer. With nurtures, the main thing you should know is we absolutely have a follow up call set so you do not need to follow up! There are occasional scenarios where we need your help such as specific area info, market info, or specifics about a particular property. The only other scenario where you would need to do anything here, is if they would like to be put on a saved search or emailed a helpful list of current listings. Our ISA's will be extremely clear in the alert that you receive, if there is something there on your end that needs to be done. They will also always close their notes by letting you know that they will continue to nurture and and follow up with the lead as needed.
Qualified:
Qualified leads are a final disposition on our end. This means we obtained all the info we possibly can and you are responsible for all future follow ups. IMPORTANT - All qualified leads must have a follow up task assigned in your CRM to ensure the highest conversion rates.
Appointment: Appointments are just qualified leads which we were also able to lock down a confirmed appointment day and time for. Our ISA's always use the "appointment first" approach, and we have found that getting those appointments to be at the buyer's (or seller) home is most efficient in avoiding no shows or cancellations. However, we are always open and in tune with what the customer is most comfortable with. That being said, based off of what you have let us know as your preferred method of in person appointments, we can set them at local establishments, and even in the office. As we are all aware of, due to Covid-19 some things have changed a bit. We are currently also setting phone or even Zoom appointments for anyone who is not comfortable meeting in person. Appointments are also a final disposition, and should be treated just the same as the Qualified status above.
IMPORTANT - All qualified leads must have a follow up task assigned in your CRM.
kvCORE users! Currently kvCORE does not allow us a way to add our call logs into your CRM. While we are actually currently also working on a fix for this, please remember that it's important for you to copy our the body of our hot lead alerts, and paste them into the lead in your CRM. We provide a convenient link to kvCORE that opens up the lead.
***If opted in, you may receive a SMS text alert to help be sure you check your email for the details. There are character limits and will not contain any info. These alerts will always come from 704-703-1279.
