Standard Wording and Explanations for our Follow-up Boss Sources, Tags and Stages, so that the team is using the same vocabulary.
These are our lead sources along with a short description.
A lead that is referred by a past client or sphere of influence
A lead that is someone we know, not necessarily through Real Estate. Friends and Family
A lead that is directed to our team via an inquiry at Realtor.ca, usually on one of our listings
A lead that comes in through the RLP brokerage system’s integration with KVCore
A lead that has self-selected us via Reddit
A lead that has filled in an enquiry at Nickfundytus.ca
These are transaction stages. Note that there is no separation between Buyer and Seller Stages, since FUB shares clients across agents on the team.
Any person that has expressed interest, before it has been categorized. We have not yet talked to them personally, and need to do so ASAP.
A- Hot Lead
A lead looking to buy or sell in 0-3 months
B - Warm Lead
A lead looking to buy or sell in 3-6 months
C - Cold Lead
A lead looking to buy or sell in 6+ Months
ISA Hot (Agent change to Hot/Warm/Cold)
Not currently used. Meant to be used with an inside sales agent, which will be a future position.
Actively looking or listing
Has closed with us in the past
Pending/In Contract Client
A client who has secured a firm purchase or firm offer on their home.
A FUB contact who is a realtor in our market. Generally not marketed to.
A FUB contact who is a realtor in another market. May market with reminders to refer.
Leads that we have tried to contact 10x unsuccessfully
Category created by FUB, usually when a spouse is merged with a primary contact.
These are the tags that we assign to people to personalize them further.
Clients that have bought or sold with us MULTIPLE TIMES, or referred us MULTIPLE TIMES, or a combination (1 sale plus one referral). These clients are gold and we must treat them like gold.
Clients that have bought or sold with us ONCE, or referred us ONCE
Clients that are actively working with us for the first time. People that would refer us if they were asked and shown how to.
SELLER - 1. Lead
Leads who are Sellers
SELLER - 2. Winning the Listing
Seller leads who I am engaged with to win their business.
SELLER - 3. Exclusive and Preparation
Sellers clients who have signed a listing agreement with us and are preparing their home for sale while we list it exclusively.
SELLER - 4. Live on MLS
Sellers whose properties are actively listed on MLS
SELLER - 4a. Offer Day
A tag to use to automate some information about delayed offer dates for sellers.
SELLER - 5. Conditionally Sold
Seller clients whose property have a conditionally accepted offer.
SELLER - 6. Pending/Firm
Seller clients whose property is now sold firm and waiting to close.
SELLER - 7a. Condo Closing
Seller clients who have just closed on a condo.
SELLER - 7b. Freehold Closing
Seller clients who have just closed on a freehold (residential) property.
Beacon Hill Farm Area
Contacts from Nick’s Beacon Hill farm area
Best Clients List
Our “Top 50” repeat clients and referrers. Treat them like gold and hold special events for them.
Contractors and Businesses
Business contacts. May or may not also be clients or referral sources.
Nick’s contacts from curling.
Dog owners/enthusiasts. Bring a treat by when you pop by!
Nick’s friend. Would invite them out socially without a real-estate related function.
Nick’s Past Colleague
Past colleagues of Nick. Should make a note of where we worked together and when.
Follow Up Boss
Employee of Follow Up Boss
Enjoys Videogames and might enjoy a gaming-themed event
Gloucester High School
Alumnus of GHS in Beacon Hill, where Gill went to school.
Enjoys golf. Might enjoy a golf tournament or golf-themed event.
Postal Codes (K1C, etc)
Auto-assigned by FUB to match up with certain properties
Clients and Leads brought in by Karim Ali, who would leave with Karim if he decided to go out on his own.
Clients and Leads brought in by Katye Landry, who would leave with Karim if he decided to go out on his own.
Client has been added to iXact Contact CRM so that we can direct mail them.
No Contact Info
Automatically Created by FUB - Use to find who is missing contact details and update.
NO PRINTED NEWSLETTER
Clients who have specifically been asked to be removed from the printed newsletter in iXact
Automatically Created by FUB for auto-tagging
Shortlist for Pie Giveaway
Contacts who are Realtors
Contacts who are Lenders
Have worked with this person for a relocation in or out of Ottawa
Tire Change Day Invite List
Invite these people to our Tire Change Days
Automatically Created by FUB for auto-tagging
YES PRINTED NEWSLETTER
Receive our printed newsletter and should also be in iXact with updated contact details.