Leads are controlled with statuses
There are three statuses that control Leads. The statuses determine how leads are contacted automatically in Kunversion. It's important to learn how to leverage any generated interactions with leads into an advantage. Some people mistake the status as the only way to organize leads! If you want to file leads into different folders or categories, use hashtags.
There are 3 types of Automatic Emails
- System emails, which are automated by the system and based on lead activity and are an essential part of the system. These cannot be edited and will stop sending if the lead is moved into "client" status. Examples here: http://kunversion.com/newagent/sample.php **side note, some system emails such as monthly valuations are dependent on if a lead is actually a client or vice versa. So switching a leads status can stop or start these types of messages.
- Drip emails. Any new lead that comes in will be assigned to the drip shown in your agent settings - which is currently our default campaign. You can create your own if need be.
- Listing Alerts. These Emails are sent (usually) every day, and they can be setup by you when you first discuss with a lead their interests. Find the 'Alerts' tab on your lead details page to set it up. If you don't get a chance to talk to your lead, we'll set them up for you based on that leads listing views.
Where are the leads?
New leads or those with activity in the last 3 months will be in Active Leads. Leads with no activity in this time are auto-moved to Inactive Leads. Once you've started actively working with a lead they should be moved into Client status which will stop the drips and system emails. They will still receive Alerts if you have them set up. Here are the other ways to sort your leads: http://kunversation.com/post/lead-organization. On your Dashboard you also have a few tabs to find your recently active as well as Hottest leads. Look for Notifications at the top (the triangle Icon) to see the recent critical events for your leads, which warrant followups! Remember, nobody is interested in what you have to say unless you show interest in what they are doing -- specifically.
These emails will only send out new listings after they have been added to your site, as it it meant for those leads that have viewed the currently available listings and would like notice of any additions. Once new listings matching the your leads criteria are on your site the lead will receive notice in their alert email. These are also auto-set by the system on day 2 after registration if the lead has viewed any listings and can be managed by both you and the lead. The listing alerts can also show upcoming open houses as well as any properties that have been reduced in price. If there's absolutely nothing new, then we show them properties listed over the course of the past week.
A couple of ways to send listings outside of the Alerts
If you would like to send all currently active listings on your site to a lead you can do so with the "Search Website" function on the left panel. There you can enter their criteria and email the results directly to the lead. If you want to send a select handful of listings follow this guide: http://kunversation.com/post/send-save-listings
New Lead Assignment + Texts
Several things happen when a new lead signs up on your website.
If the lead has only an email address, it is assigned directly to you if it is your turn in the lead rotation. (If they sign up on your site directly, it goes straight to you no matter what.)
If the lead has a phone number, you will get a new lead phone call from your Kunversion Smart Number.
To accept the lead, you press 1 at the end of the automated message and it will call that lead with you on the line. This is your first phone call to your new lead! You can opt to press 2 instead, when it is more convenient to send them a text message.
If you miss a new lead phone call you may hear a voicemail that sounds like an automated message, this is part of the script you would have heard if you accepted the call, not a message that went to the lead.
Within 15 minutes of this assignment, a built-in welcome email goes out to your lead. Kunversion also runs a lead-checker program to try to find more info about them. The information that is found is stored on the leads 'Notes' tab.
Additionally, a drip campaign is assigned automatically at this time. Since you're new to Kunversion, this will be the Kunversion Default Campaign. We will leave that in place for now until you learn about campaigns later.
The Default Campaign will send its first email the next day.
When you get this new lead, you should set them up on Listing Alerts the same day. If you do not, Kunversion will setup the alerts for you based on what the lead looked at on your site 48 hours after they sign up.
If automatic assignment of leads to your Lender Partner is enabled (it is by default) then they will be able to see the leads about 30 minutes after they register, to give you the chance to follow up first.
Calls to make
The system will assign calls to you based on a leads activity so that following up is easier. They need to be completed every day so that the system can keep generating new calls for new lead activity. Here's our guide on how to handle these: http://kunversation.com/video/54