REI Automated Acquisition Process Lead Statuses

1. New Lead comes in Status: BABY LEAD Pipeline: #Baby# Assigned to: Baby Lead Drip

1.1. Lead Responds Status: BABY LEAD Pipeline: #Baby Responded#

1.1.1. Lead Enters Lead Manager Sales Funnel Call 6 times

1.1.1.1. Contact

1.1.1.1.1. Triage Call

1.1.1.1.2. Interested, but needs time/not available Status: Interested | Followup Action: Follow up - Custom Time/Date Pipeline: #Baby Responded#

1.1.1.1.3. Not Interested Status: Not Interested Assigned to: 'Not Interested' Drip Pipeline: #Baby Responded#

1.1.1.2. No Contact

1.1.1.2.1. Has a SLS been submitted yet?

1.2. 3 initial texts go out w/ no response Status: BABY LEAD Pipeline: #Baby#

1.2.1. Lead Enters Lead Manager Sales Funnel Call 6 times

1.2.1.1. Contact

1.2.1.2. No Contact

1.2.1.2.1. Auto-followup Runs

2. Key for Nodes:

2.1. Purple nodes mean a seller is being assigned to an Auto-Followup Drip

2.2. Blue Nodes mean you need to followup with than seller in the future. No Auto-Followup Drip is assigned.

2.3. Green nodes mean a seller has passed a milestone in the Business' Pipeline

2.4. Orange nodes mean a seller has responded, and you need to call them within the next business day

2.5. Red nodes mean a lead is marked as dead