📞 New Seller Lead Flow
LIVE📥 Lead Enters CRM
PPL · Dialer · SMS · Forms
→
🧹 Data Hygiene
Clean · Enrich · Verify
→
🧠 Lead IQ
Score · Tag · Assign · Route
→
🔥 HOT
Move to Hot Leads
Urgent task
Email alert
🌡️ WARM
Move to Warm Leads
Standard task
Email alert
→
⚡ New Lead Responder
Immediate SMS
→
📱 Team Member Calls
Task + notification
→
✅ Connected
Qualification
→ Appointment
📵 No Answer
New Lead Drip activates
104-day SMS + email
🚫 DNC
Flag + stop all
🔄 Follow-Up Bot V2
BUILT — DRY RUN $199/mo bundle — 4 agents · 35 msgs/day cap📥 Team Moves to Follow-Up
From Sales Process
→
🚪 Entry Router
Tag · Remove Drip · Create Opp
→
📋 Organizer
Score motivation · Delta analysis
→
💬 Messenger
4 Month + 12 Month only
→
🔥 Re-engaged (7+)
→ Closer (stub)
→ Back to Sales Process
🌡️ Warming Up (4-6)
0.6x timing multiplier
More frequent touches
❄️ Still Cold (0-3)
Standard intervals
Light touches
🚫 Dead (strict)
Legal threats only
Confirmed sold
Unviable property
🚀 Dispo Pipeline
LIVE📋 Expectations Set
— deals
→
📸 Photos
— deals
→
📊 Details & Numbers
— deals
→
🌐 Property Website
— deals
→
🚦 START MARKETING
— ready
→
🎯 Buyer Hunts
InvestorLift
Mevlo
Zillow
MLS
Facebook
Mass Campaigns
📋 Buyer Lists
Privy
OpenDeal
JV Partners