In this webinar, we introduce smart lists as the best way to find the right people to follow up with at the right time. Use your smart lists to convert more leads in less time! (30 minute watch)
Best Practices
- For a step-by-step guide on how to add filters and save a smart list, see Filtering Contacts.
- Remember to use Manage Lists to put your smart lists in order.
- Smart lists show up in the FUB app on your phone! Work your lists while you're on the go (Android / iPhone)
Recommended Smart Lists
Use these lists to work your leads consistently -- never let another lead slip through the cracks.
New Leads/Daily
This should be checked every day. Once you connect with the lead and determine their status, log the communication and change their stage to move them off the list.
- Created > Was less than > 14 days ago
- Stage > Include > Lead
- Last Call Made > Was more than > 12 hours ago
Hot Prospects/2x Week
Dive into this list at least twice a week. Share new listings, market updates, and check in to provide value so you can convert these prospects to clients. These leads are actively searching for a home or ready to sell theirs. Your outreach goal is to book appointments, build rapport, and convert them into clients.
- Stage > Include > Hot prospect
- Last Communication > Was more than > 3 days ago
Clients/1x Week
You should naturally have a lot of regular communication with these clients. If you check this list and your last communication was more than 5 days ago - reach out.
- Stage > Include > Current Client
- Last Communication > Was more than > 5 days ago
Nurture/1x Month
These are contacts that have shown interest in a property or working with you but you have not yet been able to convert. Send them highly valuable content once a month so they don’t forget about you when they are ready to pull the trigger. (For ideas on sending relevant content, watch this video.)
- Stage > Includes > Nurture
- Last Communication > Was more than > 30 days ago
Past Clients/SOI/1x Quarter
This list is your pot of gold. Consistent and helpful content will help you get more referrals and expand your network. You should be connecting with contacts on this list at least once per quarter. See this blog post for ideas.
- Stage > Include > Past Client + Sphere
- Last Communication > Was more than > 90 days ago
Boss Lists
Call List
Using Mitch Ribaks’ formula
- Stage = Lead
- Last Call made = more than 2 days ago
- Calls Made = less than 6
Closing Anniversary, Birthday, Anniversary
-
Birthday = in the next 14 days
Send a card to these contacts and call them on the big day
Leads That Returned to Website + Viewed Multiple Properties
Note: Integrate your IDX website or install the Follow Up Boss Pixel
- Properties Viewed = greater than 2
- Last Visit = less than 14 days ago
Email Activity
This list will show you when someone has engaged with one of your recent emails so you can reach out when they open the email or click a link.
- Last Visit Email Activity = less than 7 days ago