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Lead Management: the system

Phases in a live account: how long a lead sits, and why ghosting leads still sell

See how long a lead actually sits in each phase inside a live account, and why sellers who went quiet for months still end up closing.

From the Lead Manager Playbook live session

Read this lesson as a written walkthroughEvery screen and every number, on one page Prep for Week 3: Sales, live Tuesday, October 20

Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 6 ticked

I can open new leads and work one record start to finish.
I know which phase a no answer goes into.
I know where a dead lead and a not interested lead go in my pipeline.
I have set how long a high value lead and a marginal lead sit.
I have a filter and a dialer set up for my ghosting leads.
I can name the four terminal statuses and what each one means.

‹ Auditing a wrong STABM on a real record The lead manager's daily flow: the queue, the task filters, leads missing tasks, send-backs ›

We build this with you live in Week 3: Sales, Tuesday, October 20, 1 to 4 PM ET. Add it to your calendar.

Live every Tuesday and Thursday

The 4-Week Deal Flow Workshop, live on Zoom

One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27

Q&As: Thursdays, October 8, 15, 22 and 29

Join Zoom when a session is live. Missed one? Watch the replays. Registered? Book your free 30-minute setup call. Not yet? Save your free seat.

The DataSift Real Estate Mastermind Community group on Facebook, with 5.4K members

The DataSift Real Estate Mastermind Community

5,400 investors on Facebook. Post your market and your deal count in the intro thread, then ask anything. The team answers there, and so do the members.

Join the Facebook group