Understanding Status
Each campaign has been designed to anticipate your contacts’ needs and concerns at each stage of the journey. The possible stages are shown below, along with the primary motivation factor and focus behind each message. Keep in mind that, on average, 76% of your contacts already live in a home. As a result, the messages will provide varied content about:
- Homeownership, including maintenance, safety, lifestyle, DIY, and home décor.
- Real estate transaction processes include inspections, home warranty, mortgage, the buying or selling process, and marketing.
Often, the ending of each article or message includes an invitation for the reader to reach out to you with questions or next steps. This means that the status or stage of a contact is critical, as it determines which campaign/action plan/workflow the contact is assigned to. If it is not assigned correctly, the article specifically designed for that contact at that stage will not be received, and, worse, they may receive an article that doesn’t apply, thereby losing credibility and trust in you.
| 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. |
