Lead Progress
Your Name
*
Please Select
Adam Fry
Avery Harries
Behtel Dawit
Brayanth Guidicelli
David Evans
Franky Hoyos
Julie Mulvee
Mandy Mills
Mark Vernon
Michael Alderfer
Rory Obletz
Saab Smith-Adrien
Sarah Adams
Sarah Kassabian
Shannon O'Farrell
Steve Centrella
Tess Amolsch
Lead Name
*
Lead Email
*
Date Received
*
-
Month
-
Day
Year
Date
Lead Source
*
Agenta (mdtrealestate.com)
Realtor.com
Effective Agents
Zillow
Unknown
Other
Have they responded to your outreach?
*
Yes
No
This lead was just assigned and I just made my first attempt, so not yet
Is there an issue with the contact info? Select all that apply.
*
Bad number
Bad email
Fake name
Person who answers matches name/info but says they did not submit any request
No apparent issue, just no responses
Other
What outreach have you tried? Remember, at least 3 tries with each method should be attempted spread over 3-4 weeks. Select all that apply.
*
Call
Text
Email
What's the next step?
*
It's been less than a month, still attempting to contact
I have completed all tasks with no response - please add to the cold leads plan
Bad info/scam, remove from the system
Requested no contact, remove from the system
What stage are you at?
*
Buyer/listing meeting scheduled
Buyer agency/listing paperwork signed
Actively searching/listing
Closed
Under Contract
Longer timeline/not ready: on quarterly or monthly follow up plan
Working with someone else or search cancelled
Other (Please explain below)
Other notes:
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Submit
Should be Empty: