Segment
Filter by source, stage, age, owner, geography, consent, previous response, property activity, and exclusion state.
Segment the database, exclude the wrong records, re-engage with relevant calls, texts, and property links, then return qualified intent and next actions to Follow Up Boss.
Start with eligibility, relevance, and a measured cohort. The goal is a credible conversation rather than activity for its own sake.
Filter by source, stage, age, owner, geography, consent, previous response, property activity, and exclusion state.
Use a useful reason to reconnect: updated search, property link, changed need, market question, or unfinished inquiry.
Capture current intent, suppress disinterest, nurture timing, and hand ready opportunities to the right agent.
Property views, repeat visits, saved searches, lead replies, source, stage history, and previous conversation can improve relevance, but only when those events are actually captured.
Only five of 312 recent leads had Home/Property Activity recorded. The result was not a fabricated score. It was a clear instrumentation and re-engagement opportunity.
Eligible cohorts, quiet hours, opt-outs, active-agent conversations, do-not-contact rules, retry limits, and human takeover are designed before outreach begins.
We will review the data available in FUB, identify exclusions, and map a controlled first cohort.