Organizing your CRM Part 1/6: New Leads
Stressed out about how to organize new leads? Don’t lose money with losing potential clients before they have the chance to become your client! The right organization of your CRM can make sure that no leads ever fall through the cracks again!
But, how can you organize your CRM for ultimate functionality and efficiency? How can you make sure to meet clients where they are, on their timeline, that feels logical and natural?
Good news: It’s not as complicated as you might think!
In this 6-part series, we will deep dive into organizing your CRM. We will show you exactly how we at the Novak Team organize our leads and make sure that we are connecting with these leads at exactly the right time for them.
The first part of our six-part series is: Breaking Down What to do with New Leads
Organization: The focus of your lead and the language you use depends hugely on them being a potential buyer or seller. No surprise that segmenting all leads into buyers and sellers is the first step of organizing your CRM!
Buckets: Everyone has to start somewhere. Were they searching for a home, or searching for the value of their current home? Breaking them into either a BUYER or a SELLER bucket is the first step to organization.
New lead plan: After segmenting, we are following our new lead plan for six months.
Take action: But really, first and foremost - CALL THEM! Attempt to connect immediately. The goal is to find them in their modality - the mindset they are in, the moment they are searching.
Management: Have a set plan, a task management system, to follow up regularly. For the first 6 months we attempt dozens of times to connect with new leads. Set a task cadence that feels natural but is consistent and sustainable. Every few days, then every few weeks, then every few months.
Curious about the exact follow-up plan and content we distribute to new leads? Wanna know more? Connect with me, I am happy to answer any questions and send you a copy of our new lead plan!
