New leadsNew lead needs attention“When a new lead hasn’t been contacted within four hours, add a call to my Today list and mark it important.”
New leadsNew lead follow-up“When a new lead comes in, remind me to call right away, then prepare follow-up texts and emails over the next two weeks.”
New leadsSeller lead follow-up“When a new seller lead arrives, call them right away, text them 2 days later, email them 4 days later, call them a week later, then email them 2 weeks later.”
Hot leadsHot lead goes quiet“When a hot lead hasn’t responded for three days, prepare a text and put the follow-up back on my list.”
SphereBirthday“A few days before a client’s birthday, remind me to reach out.”
SphereHome anniversary“When someone’s home anniversary is coming up, email them and flag it for you.”
DealsDeal needs attention“When a deal needs attention, add a to-do and flag it as important.”
DealsClosing this week“When a closing is less than a week away, add a reminder to my Today list.”
DealsWeekly client update“Once a week for every active deal, email them and flag it for you.”
DealsPost-closing follow-up“When a deal closes, prepare a thank-you text and remind me to follow up.”
Past clientsPast-client follow-up“When you start it by hand, call them a month later, email them 2 months later, text them 3 months later, then add a to-do about 6 months later.”
Starter flowStay-in-touch reminder“When you haven’t reached out to someone in 30 days, call them.”
