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 Follow Up Boss uses, along with the corresponding CORE Campaign stages, are shown below.
It is critical that your contacts are continuously monitored and managed at the correct stage to avoid a loss of credibility or trust. Because campaigns are designed for specific stages, your contact may receive something they do not need or, worse, not receive something they do need, 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 correct stage. Additionally, you may need to change the names of your stages.
| FUB Stage | topCOREagent.com Stage | Motivation of the Campaign | Campaign Focus |
|---|---|---|---|
| Sphere | Sphere | Stay in touch, Referrals, New Business. | Keep you in mind. |
| Nurture | Prospect | Get their business when they are ready to buy or sell. | Build trust in you to be their selected agent. |
| Lead | New Lead | Identify a current need (buy/sell). | Get ready for buying or selling. |
| Hot Prospect | 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 | Closed | Keep you on their mind for future business and referrals. | Keep in touch; show you care. |