Frequently Asked Questions

• Agent-Managed (Active, Prime): You own the outreach entirely, including calls, texts, emails, and next steps. System automation pauses so that your personal cadence, tone, and timing take over.
• System-Managed / Engagement (New, Qualify, Watch): Leads are actively enrolled in automated action plans (texts/emails). The system handles the heavy lifting and uses smart filters to surface them to you when they show priority activity.

Active is strictly temporary, maximum 7 days. It means a two-way conversation is happening right now. Your job is to use that 7-day window to qualify their timeframe and move them forward. If they stop responding during this time, they'll wind up in your Nudge Needed filter after 3 days of no contact.

Move a lead to Prime when they are an active client, under agreement, or a hot opportunity expected to take action within ~90 days. Prime leads are your highest priority and should be reviewed every 7 days to maintain momentum.

These five statuses trigger zero automation. They exist purely to organize your database, remove inactive/bad data from your daily workspace, and accurately feed your pipeline and revenue reports.

Applying any of the four Timeframe tags automatically updates the lead's status to Watch and launches a specific long-term nurture plan:

• 3 to 6 Months → Starts mid-term nurture with highly sensitive behavioral triggers (lower activity levels fire agent alerts sooner).
• 6 to 12 Months → Starts long-term nurture; higher thresholds are required for buying signals to alert you.
• 12+ Months → Starts a light-touch plan for future buyers; only the strongest behavioral indicators trigger alerts.
• No Timeframe → Used when a lead is interested but has an unclear window; tasks are strictly activity-driven.

Workflow triggers instantly route a lead back to the Qualify status and deploy emergency or situational action plans:

• Ghosted: Use when a lead completely went silent after a recent, successful engagement (~7 days ago). Triggers the Buyer/Seller Ghosted Plan.
• Reactivate: Use to re-engage old, unresponsive database leads who haven't had activity in 30+ days. Triggers the Buyer/Seller Reactivation Campaign.
• Has Agent: Use when a lead notes they're already committed to another agent. Triggers the Has Agent Plan.
• Already Bought: Use if a lead registered but has already purchased elsewhere. Triggers the Already Bought Plan.

No. Some tags apply themselves automatically. The system tracks behavioral activity, communication logs, and service-managed flags. You'll see them on the contact page for context, but you don't need to manage or delete them.

Execute your daily workflow filters in this exact, prioritized order:

1. PLA New: Call brand-new leads in days 1–7 of their window.
2. PLA Active: Engage leads displaying live behavioral signals (site returns, multiple listing views).
3. Conversations: Follow up with active conversations to lock down their home-buying timeframe.
4. Nudge Needed: Re-engage leads in Active status who haven't been touched in 3+ days.
5. New | Connect: Make your personal follow-up calls for leads in days 8–30 of their priority window.
6. Qualify | Engage: Reach out to unresponsive leads who are still actively lurking on the website.
7. Watch | Nurture: Call long-term leads who haven't had a personal voice touchpoint in 30+ days.

The system heavily stacks outbound coverage on a lead's first 30 days to maximize your response rates:

• Days 1–7 (PLA New filter): Requires one outbound call per day until you make contact or the 7 days wrap up. Logging the call clears them from the filter daily.
• Days 8–30 (New | Connect filter): Requires a manual personal call every 3 days while the automated system handles email and text touches in parallel.
• Day 31+: If no contact has been achieved, the lead automatically exits New and drops into Qualify status.

Every Monday, dedicate a single sitting to clear out management gaps using the system's accountability and relationship filters:

• Prime Check: Ensure hot opportunities haven't gone 7+ days without a touchpoint.
• Needs Action Plan: Catch any New, Qualify, or Watch leads missing a fully automated action plan.
• Needs E-Alert / Needs Market Report: Identify buyers missing automated property alerts or sellers missing localized market updates.
• Past Client | Call Check & SOI | Call Check: Ensure your highest-trust networks aren't going dark by maintaining a 90-day personal call cadence.