Ponds are designed to help you group non-nurtured leads into opportunities for your team to actively work. Keep reading to learn more about the best practices for ponds!
Note: To learn the basics, check out the Lead Ponds Overview.
- Establish office rules for working pond leads
- Example: Leave leads in the pond until you have a conversation with them
- Create and share a smart list so agents know which leads have not been called recently
- Use Lead Flow rules to put new leads directly in a pond, or fall back to a pond if the lead is not claimed via first to claim
- Have agents assign the lead to themselves once they have established communication with the contact
- Have agents check their pond notification settings to ensure they are notified of lead activity
Using the Pond
- The pond allows agents to choose their leads, rather than being assigned
- A place for new leads to be assigned for agents to work
- A place for unresponsive or cold leads to be assigned
- Filter the pond based on creation/activity/communication
- Use smart lists and automations for agent accountability
Resurfacing Old Leads
- Create and share smart lists that surface leads who are acting like hot leads again (back on your website, viewing properties, inquiring, etc) so agents can jump in at the right time
Emily Tompkins Smith from the Wemert Group shared a success story on the FUB Success Community on Facebook of one of their agents finding people in the pond who were looking at properties in a specific price range and texting to connect them w/ hidden inventory. That agent closed $8.5 mil in 6 months doing that!