Understanding Status – BoldTrail
Understanding Status
Each campaign has been designed to anticipate your contacts’ needs and concerns at each stage of their real estate journey. The stages that your CRM uses, along with the corresponding CORE Campaign stages are shown below.
It is critical that your contacts are continuously monitored and managed for the correct stage to avoid a loss of credibility or trust. Because campaigns are specifically designed for certain stages, your contact may receive something they do not need or, worse, not receive something they do because the stage of your contact is incorrect and they are receiving the wrong communications or workflow.
Before implementing campaigns, a complete review of all contacts is necessary to make sure they are in the right stage.
| topCOREagent.com Status | Motivation of the Campaign | Campaign Focus |
| Sphere | Stay in touch, Referrals, New Business. | Keep you in mind. |
| Prospect | Get their business WHEN THEY ARE READY TO BUY OR SELL. | Build trust in you to be their selected agent. |
| New Lead | Identify a current need (buy/sell). | Get ready for buying or selling. |
| Active Lead | Actively working to convert to Client. | Get them to commit, take action. |
| Client | Provide information they need as a client (setting expectations). | Keep clients on the path toward a contract. |
| Contract | Successful and smooth transaction. | Communicate with messages specific to closing and moving. |
| Closed | Keep you on their mind for future business and referrals. | Keep in touch; show you care. |