Real Estate Lead Management Checklist
📋 Real Estate Lead Management Checklist
🔍 Lead Capture
Create landing page with lead form
Integrate website chat or popup
Set up Facebook Lead Ads
Add lead capture to listings on portals
📩 Lead Nurturing
Create welcome email automation
Send weekly property updates
Segment leads (buyer, seller, renter)
Provide lead magnets (e.g. home buying guide)
🗃️ CRM Setup
Choose CRM (e.g., HubSpot, Zoho, Follow Up Boss)
Import existing contacts
Create lead status pipelines
Assign leads to agents or ISAs
📞 Follow-Up System
Set follow-up reminders for hot leads
Use SMS follow-ups
Set call scripts and templates
Send appointment confirmations
💼 Deal Closure & Handoff
Track lead-to-deal conversion
Send closing email and documents
Get client testimonial
Add to referral marketing list
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