Recommended Smart Lists [Webinar Recording]

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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Training & Best Practices

Meghan Porter
  • Updated

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 Filters and Smart Lists.
  • 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. 

 

 

Here is a guide to make the smart lists you saw in the webinar: 

Recommended Smart Lists 

Use these lists to consistently work your leads -- 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 so they are moved off the list. 

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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 an appointment, build rapport, and convert them into a client. 

Screen_Shot_2019-06-27_at_3.36.59_PM.png

 

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. 

Screen_Shot_2019-06-27_at_3.46.39_PM.png

 

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.)

Screen_Shot_2019-06-27_at_3.39.27_PM.png

 

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.

Screen_Shot_2019-06-27_at_3.40.28_PM.png

 

Boss Lists

Call List

Using Mitch Ribaks’ formula

Filters 

  • Stage = Lead 
  • Last Call made = more than 2 days ago 
  • Calls Made = less than 6 

 

Closing Anniversary, Birthday, Anniversary

Filters

  • 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: this works with supported IDX integration

Filters

  • 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.

Filters

  • Last Visit Email Activity = less than 7 days ago 

 

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