How to Tag Your Leads Properly

Updated :

Organizing your leads is a very important part of the business.  This will allow you to effectively follow up with each and every lead without missing anyone. It will allow you to have a clear and concise idea, of where you are with the lead in the process and what type of lead it is.  We have been blessed, to have Beverly of Beverly Business Consulting, provide us with a list of her tags.  The tags are posted below. 


CATEGORY

LABEL/TAG

DEFINITION

Communication

C: Email

Responds to email

Communication

C: Text

Responds to text

Communication

C: Night Call

Available evenings

Communication

C: Landline

No cell phone

Communication

Bad Phone

Invalid, missing, or wrong phone #

Communication

Gatekeeper

Office Secretary

Buyer Lost

BL: Already Settled

Bought/sold with another agent

Buyer Lost

BL: Is Agent

Lead is an agent

Buyer Lost

BL: Out of Area

Not in service area (refer it out)

Buyer Lost

BL: Couldn't Sell

Couldn't sell home to purchase

Buyer Lost

BL: Language Barrier

Speaks another language

Buyer Lost

BL: Low Price

Not in serviced price-point

Buyer Lost

BL: Relo Fell Through

No longer relocating

Buyer Lost

BL: Bye Felicia

Knows everything

Future Opportunity

FO: Has Agent

Committed to another agent

Future Opportunity

FO: Not Buying Now

No timeframe or future plans

Future Opportunity

FO: Just Looking

Future plans shorter than 1 year

Future Opportunity

FO: Just Looking 1+

Future plans 1+ year

Future Opportunity

FO: Just Looking 2+

Future plans 2+ years

Future Opportunity

FO: Looking for Friend

Looking for someone else

Future Opportunity

FO: Unrealistic

unrealistic in expectations - unicorn

Future Opportunity

FO: On Hold

On hold - no plans

Future Opportunity

FO: New Job

Will move with new job

Situation

S: Renting

Currently renting

Situation

S: Divorcing

Going through divorce

Situation

S: Investor

Looking for investment

Situation

S: Relocating

Moving from another area

Situation

S: First Time Buyer

New to home buying process

Situation

S: Retiring

Likely "right-sizing" and retiring

Lender Lost

LL: Bad Credit

Low credit, no plans on repair

Lender Lost

LL: Credit Repair

Low credit/high debt, working on repair

Lender Lost

LL: Has Lender

Working with non-partner lender

Lender Lost

LL: Can’t Qualify

Bankruptcy, foreclosure, job, etc.

Seller Lost

SL: Can't Sell

Unable to sell current home

Seller Lost

SL: Lost Listing

Previous seller client expired/withdrawn

Seller Lost

SL: Not Selling

Decided not to sell, no future plans

Seller Lost

SL: Unrealistic

Unrealistic expectations of list price

Seller Lost

SL: Refinance

Refinanced instead of selling

Miscellaneous

MTTTC

Moved to Tried to Contact

Miscellaneous

ODT

Overdue task

Miscellaneous

Monitor Activity

Review activity to keep lead engaged

Comments

Powered by Zendesk