Playbooks
These playbooks show you exactly how to handle special situations with your leads. Cold leads aren’t expecting you — so having a clear system for each case is what turns dead ends into deals.
No Response (After 3+ Attempts)
Log outcome: No Reply (Voicemail/SMS) or leave as Not Yet Contacted if no attempt logged yet.
Switch channels: If calls aren’t working, send an email. If emails aren’t answered, try a call.
Move into nurture: → Touch base once per week with a short update or market proof (e.g., “Two homes sold in [Area] this week. Want me to send you the updated range?”).
Pro Tip: Don’t mark them dead too soon. Cold leads often convert after multiple touches.
Wrong Number / Bad Info
Log outcome: Incorrect Contact Info.
If an email or mailing address is available, use that channel instead.
Don’t waste time re-dialing — move fast to verified contact points.
We actively check our Incorrect Contact Info contacts, figure out why they were incorrect, and improve your system based on this feedback.
Not Interested
Log outcome: Explicit No.
Respond politely: “Got it, thanks for letting me know. By chance, do you know anyone nearby who might be thinking of making a move? I’d really appreciate the heads-up.”
This simple referral ask has already generated real appointments for REmomentum clients.
Already Working With Agent
Log outcome: Working With Agent.
Respect their answer. Keep it short: “Makes sense — if anything changes, would you like me to send a one-page plan so you have it ready?”
Warm Replies (But No Appointment Yet)
Log outcome: Warm Reply (No Appt Yet).
Your job: convert warmth into a meeting.
Suggested response: “Great, glad we connected. Let’s set a quick 15-minute time this week to review your options. Do mornings or afternoons usually work better?”
Appointment Booked
Log outcome: Appointment Booked.
Confirm details immediately via text or email.
Send a short pre-frame: “Looking forward to our meeting on [Day]. I’ll bring a simple plan with 3 options for you. Anything specific you’d like me to prepare?”
Interested – Needs Follow-Up
Log outcome: Interested – Follow Up Needed.
Always set a calendar reminder or note in your portal.
Follow up exactly when promised. Reliability = trust.
Listing Agreement Signed / Under Contract / Deal Closed
Log outcome accordingly.
Celebrate the win. Document the case study so you can use it in future conversations. Repeat what is working.
Do Not Call / Opt-Out
Log outcome: Do Not Call / Opt-Out.
Never reach out again. Respect compliance.
Nurture Sequence
For leads that haven’t converted but aren’t a dead “No”:
Weekly market update (short email).
Monthly proof piece (example: “Another home sold in [Area] this week.”).
Light referral ask every few months.
If you have any automated nurturing systems built, add these leads.
Key Reminders
Always update the Outcome in your portal so you know exactly where each lead stands.
Don’t take objections personally. Most cold leads say “not interested” at first.
Stay consistent. Conversations compound over time.
Next Step
Now that you know how to handle every situation, move to the FAQ section to clear up the most common questions from agents using REmomentum.
Last updated