When organizing FUB Smart Lists into Collections, we recommend following our best practices to guide you. 

⭐️ Tip: Check out our Smart List Collections article to learn more about how to create collections. 

Collections Consistency 

Keep It Focused & Avoid Overload

Too many Smart Lists in a Collection can become overwhelming. Aim for 2-5 high-impact Smart Lists per Collection, focusing on key workflows.

Standardize Naming for Clarity

Use consistent, clear names that reflect intent. Add emojis to Collection names to visually distinguish different categories. 

Provide Descriptions & SOPs

Add descriptions to explain when and how to use each Smart List Collection. Include links to scripts, email templates, or best practices if applicable.

Align Collections with Automations and Action Plans. Smart Lists should complement automation sequences and action plans. For example, if there’s an Automation for Re-engaging Cold Leads, create a Smart List Collection to track progress and engagement.

Types of Collections

By Outcome (Recommended)

⭐️ Tip: Account owners can contact their CSM to add the recommended Playbook Smart Lists to their account. 

• Earn Client's Business - For new leads and leads you are trying to qualify
• Find & Win the Home - For current clients that you are actively working with, touring with, or are under contract
• Prospect - For lists with leads you never got a hold of, nurture lists and Ponds and past clients

Make It Role-Specific

Create Collections based on roles. This makes it seamless to Assign Smart List Collections to teams. 

• ISA Collections – Leads needing qualification before agent assignment.
• Agent Collections – Active leads that require relationship-building.
• Broker/Manager Collections – Overview of pipeline health, agent activity, and at-risk opportunities.

Categorize by Purpose & Use Case

Group Smart Lists into Collections based on Stages. 

Organize Smart Lists based on contact frequency or method.