Playbook · Leads and follow-up

Lead Segment Breakdown

Categorize your leads by timeline and tailor your follow-up strategy for maximum conversion

Hot Leads (0-30 days)

  • Description: Ready to buy/sell ASAP—highest priority.
  • Follow-Up:
    • Daily or at minimum weekly check-ins (calls, texts, updates)
    • Add to your Top 25 list—these leads deserve special care
    • Act fast—speed = trust & loyalty

Warm Leads (30-90 days)

  • Description: Actively planning, but not immediate.
  • Follow-Up:
    • Weekly text or email (preferred method)
    • Biweekly phone call (every 2 weeks)
    • Consistent, friendly check-ins to show you're serious about helping

Lukewarm Leads (90-180 days)

  • Description: Interested but taking it slow.
  • Follow-Up:
    • Monthly emails (market updates, tips)
    • Call every 30-45 days
    • Keep them engaged & informed without overdoing it

Cool Leads (180-365+ days)

  • Description: Far-out plans or ghosted convos.
  • Follow-Up:
    • Quarterly emails (value updates, neighborhood news)
    • Occasional check-in calls or quick texts
    • Show you're in it for the long game

The full playbook

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