Recommended Ylopo Smart Lists

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Smart List

1) NEW (brand new, no recent call/text made)

• Created - Less than 10 days ago

• Last communication - More Than 12 Hours

• Stage: includes Lead

• Tag: excludes Import

 

2) IMPORTANT

• Tags include: YPRIORITY, HANDRAISER, Y_SELLER_REPORT_ENGAGED, Y_SELLER_REPORT_VIEWED, call_now="yes"

• Last Communication: more than 1 day ago

• Stage: includes Lead

 

3) AI Text Replies - 

• Last Marketing Text reply: is not empty 

• Tags: AI_ENGAGED, AI_NEEDS_FOLLOW_UP

• Last Communication: More than 1 day ago

• Stage includes: Lead

 

4) Lead Active  (Recently active lead stage With No Outreach in the Last 7 Days)

• Last Visit: Less than 7 Days ago

• Last Communication: More than 7 days ago

• Stage: includes Lead

 

5)  Nurture Active (Recently active client in hot/warm/cold stage With No Outreach Last 7 Days)

• Last Visit: Less than 7 Days ago

• Last Communication: More than 7 days ago

• Stage: includes HOT, WARM, and COLD

Stages:  

Lead - Unconverted

Hot- Now opportunities

Warm - Soon opportunities 

Cold - Later opportunities 

Active Client - Showing homes/Listing soon

Closed/Past Client - Past Clients

Contact - Trash, no current RE needs

*note - for the above stages SPHERE is a source not a stage.  

Follow Up List Nurture Lists for HOT, WARM, COLD, CLOSED

Leads you’ve spoken with in Hot/Warm/Cold Stages, sorted new to old by the last visit

Hot - Needs Follow Up

Stage: Includes Hot

Last Communication: Greater than 7 days ago (weekly)

Warm - Needs Follow Up

Stage: Includes Warm

Last Communication: Greater than 14 days ago (bi-monthly)

Cold - Needs Follow Up

Stage: Includes Cold

Last Communication: Greater than 30 days ago (monthly)

Closed/Past Client

Stage: Includes Closed/Past Client

Last Communication: Greater than 3 months days ago (quarterly)

Last updated: 09/5/24 by Gabie Godina