REAL ESTATE CRM LEAD NURTURING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve New Lead: Fetch new lead entries from the Lead Data Model where status is 'New'.
[ ] Create Lead Profile: Create a new entry in the Lead Data Model from an incoming web form or inquiry.
[ ] Update Lead Status: Change the status of a Lead entry from 'New' to 'Contacted'.
[ ] Assign Initial Outreach Task: Create a task for the assigned Sales Agent to call the new lead.
[ ] Send Welcome Email: Send an automated introduction and property catalog email to the lead's email address.
[ ] Send Instant SMS Notification: Send a short text message to the lead confirming we received their inquiry.
[ ] Calculate Lead Score: Calculate a lead priority score based on budget, timeline, and engagement frequency.
[ ] Log Interaction: Update the Lead entry with the timestamp and details of the recent phone call.
[ ] Schedule Property Viewing: Create a task for the agent to coordinate a physical tour of the property.
[ ] Fetch Property Details: Retrieve data from the Property Data Model related to the lead's interest.
[ ] Calculate Total Lead Value: Sum the estimated property values of all leads currently in the 'Hot' pipeline stage.
[ ] Send Follow-up Feedback Request: Send an email to the lead after a viewing to gather feedback on the property.
[ ] Move to Nurturing Stage: Update the Lead entry status to 'Nurturing' if no immediate sale is identified.
[ ] Monthly Re-engagement Task: Create a recurring task for the agent to check in with long-term nurturing leads.
[ ] Generate Monthly Conversion Report: Create a report showing the conversion rate from 'New' to 'Closed' for the month.

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