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New leads

New lead: speed to lead and first week

Leads called within minutes convert far better; most need several touches in the first week.

Starts when
A new lead arrives
Runs for
7 days
Tasks
5
Price
Free

Playbooks only create tasks and tags. People still do the calling and emailing, and it stops once the lead moves on.

  1. Right away

    Call the client now

    First call within 5 minutes.

  2. After 4 hours

    Text the client if you didn't connect

    Short and friendly: who you are and one question about their move.

  3. Day 2

    Second call to the client

  4. Day 4

    Email the client a few homes that fit

    Use Listings that fit on their page.

  5. Day 8

    One-week check-in with the client

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