Summary
Standard Wording and Explanations for our Follow-up Boss Sources, Tags and Stages, so that the team is using the same vocabulary.
Sources
These are our lead sources along with a short description.
Source Name | Description |
Referral | A lead that is referred by a past client or sphere of influence |
Sphere | A lead that is someone we know, not necessarily through Real Estate. Friends and Family |
Realtor.ca | A lead that is directed to our team via an inquiry at Realtor.ca, usually on one of our listings |
KVCore | A lead that comes in through the RLP brokerage system’s integration with KVCore |
A lead that has self-selected us via Reddit | |
Our Site | A lead that has filled in an enquiry at Nickfundytus.ca |
Stages
These are transaction stages. Note that there is no separation between Buyer and Seller Stages, since FUB shares clients across agents on the team.
Stage Name | Criteria |
Lead | 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. |
Active/Shopping Client | Actively looking or listing |
Closed/Past Client | 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. |
Ottawa Realtor | A FUB contact who is a realtor in our market. Generally not marketed to. |
Other-Market Realtor | A FUB contact who is a realtor in another market. May market with reminders to refer. |
Unresponsive | Leads that we have tried to contact 10x unsuccessfully |
Trash | Category created by FUB, usually when a spouse is merged with a primary contact. |
Tags
These are the tags that we assign to people to personalize them further.
Tag Name | Description |
A+ List | 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. |
A List | Clients that have bought or sold with us ONCE, or referred us ONCE |
B List | 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. |
Curling | Nick’s contacts from curling. |
Dog Lover | Dog owners/enthusiasts. Bring a treat by when you pop by! |
Nick’s Family | Nick’s family |
Nick’s Friend | 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 |
Gamer | Enjoys Videogames and might enjoy a gaming-themed event |
Gloucester High School | Alumnus of GHS in Beacon Hill, where Gill went to school. |
Golfer | 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 |
Karim’s Client | Clients and Leads brought in by Karim Ali, who would leave with Karim if he decided to go out on his own. |
Katye’s Client | Clients and Leads brought in by Katye Landry, who would leave with Karim if he decided to go out on his own. |
in iXact | Client has been added to iXact Contact CRM so that we can direct mail them. |
Investor | Investor Client |
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 |
Ottawa | Automatically Created by FUB for auto-tagging |
Pie Giveaway | Shortlist for Pie Giveaway |
Realtor | Contacts who are Realtors |
Lender | Contacts who are Lenders |
Reddit Users | |
Relocation | 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 |
Wrong Number | Automatically Created by FUB for auto-tagging |
YES PRINTED NEWSLETTER | Receive our printed newsletter and should also be in iXact with updated contact details. |