These smart lists are designed to help you work with the right people at the right time. Use this guide and your smart lists to know who to call daily, and never let another lead slip through the cracks.
How it works
You will automatically know who you must follow up with because of your smart lists! Certain smart lists help you identify who needs your attention next by organizing people based on a few simple factors such as:
- where each contact is in your process, using Stages in FUB
- the last time you connected with them, using either:
Your smart lists are part of your daily workflow to build relationships that will lead to more deals. Even with automations and action plans, there is no substitute for the unique value you bring to the table. Smart lists help you prioritize your time so you can efficiently and confidently contact the right people at the right time.
Boss Tip: The most successful agents block a few minutes daily to work their Leads and Hot lists and block time each month to work their Nurture and PC/SOI lists.
The basics
The most functional smart lists start with good database organization. Smart Lists are saved filters designed to find the people who match those filters automatically. Think of them as saved searches of your database. You can find your smart lists on the People tab of your account and the People section of the app on your phone.
What Best Practice Smart Lists do
The Best Practice Smart Lists are designed to help you convert more leads and generate more referrals. They work if you work them! Each smart list uses filters to find a specific type of contact in your database.