Purpose
This guide provides a structured approach for team leaders to configure MaverickRE and Follow Up Boss (FUB) for consistent lead management, including setting up stage types, smart lists, and nudging/reassignment procedures.
By following this setup, team leaders can create a consistent, automated follow-up process that minimizes the risk of leads falling through the cracks and keeps agents accountable to their communication cadence.
Step 1: Set Up Stage Types in MaverickRE
Each FUB stage should align with one of MaverickRE’s stage types to ensure proper communication cadences, nudging, and reassignment rules are applied.
MaverickRE Stage Types and Corresponding FUB Stages:
New/No Contact Made:
Purpose: For new leads with no interaction.
Configuration: Only FUB stage “Lead” should be set to this type, as this is the default and
required stage in FUB.
Attempted Contact:
Purpose: For leads where contact has been attempted but not made.
Configuration: Only FUB stage “Attempted Contact” should align with this type.
Actively Listed/Showing Homes (Low Funnel):
Purpose: For leads ready to transact in the next 0-3 months.
Communication Frequency: Every 3 days.
Configuration: Assign relevant stages (e.g., “Showing Homes,” “Submitting Offers,” “Met Seller,” “Active Listing” “Met Buyer”) to this type.
Short Term Nurture (Mid Funnel):
Purpose: For leads likely to transact in 3-6 months.
Communication Frequency: Every 2 weeks.
Configuration: Align stages such as “Buyer Short Nurture” and “Seller Short Nurture” to this type.
Long Term Nurture (High Funnel):
Purpose: For leads that are 6+ months away from transacting.
Communication Frequency: Every 30 days.
Configuration: Use stages like “Long Term Nurture,” “Seller Nurture,” and “Buyer Nurture” to categorize leads for this type.
Step 2: Set Up Smart Lists in Follow Up Boss (FUB)
Smart lists in FUB should align with the communication cadence expectations set in MaverickRE. This ensures agents can efficiently access lists of leads needing contact.
Recommended Smart List Configuration:
Active Leads - Weekly (0-3 Months):
Title: “Active Leads - Weekly - 0-3 Months”
Filters: Leads with no call in over 3 days and no text in over 3 days.
Applicable FUB Stages: “Showing Homes,” “Submitting Offers,” “Met Seller,” “Active Listing.”
Short Term Nurture - Bi-Weekly (3-6 Months):
Title: “Short Term Nurture - Bi Weekly - 3-6 Months”
Filters: Leads with no call in over 14 days and no text in over 14 days.
Applicable FUB Stages: “Buyer Short Nurture,” “Seller Short Nurture.”
Long Term Nurture - Monthly (6+ Months):
Title: “Long Term Nurture - Monthly - 6+ Months”
Filters: Leads with no contact (call, text, email) in over 21 days.
Applicable FUB Stages: “Long Term Nurture,” “Seller Nurture,” “Buyer Nurture.”
At Risk of Reassignment:
Title: “At Risk of Reassignment”
Filters: Leads tagged with “Mav_Nudge_Outstanding” for tracking leads that need reassignment.
Purpose: Identifies leads that have been nudged but remain inactive.
Step 3: Implement Nudging and Reassignment Procedures
Nudging and reassignment are critical for keeping leads on track. Following these steps will ensure consistency.
Recommended Nudging & Reassignment Cadence
Nudging:
When to Nudge: A nudge is triggered when a lead is overdue for required communication, based on the timeline set in MaverickRE.
Nudge Schedule: Issue nudges every Monday for overdue leads.
Reassignment Using the “Last Nudge” Filter:
When to Reassign: Leads are eligible for reassignment if they were nudged on Monday and remain unaddressed for over 4 days.
Reassignment Schedule: Conduct reassignment checks on Fridays, filtering for leads with the “Last Nudge” attribute from the prior Monday.
Purpose: Ensures that only leads that received a nudge and remain inactive are reassigned, keeping the system efficient and focused.
Summary Workflow
Configure FUB stages to match MaverickRE’s stage types.
Set up smart lists in FUB that align with communication frequency rules.
Use “Last Nudge” as a filter to identify leads needing reassignment if they remain unresponsive after nudging.