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Real Estate Lead Management

To get started, add new leads directly to the Client Database and monitor their progress through your sales process.

Note: This pipeline is available to use in any industry of Lead Generation

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Objectives Management

This refers to the process of defining, organizing, monitoring, and achieving goals within an organization, project, or individual context. It ensures alignment between goals and activities, streamlines efforts toward success, and tracks progress over time. This concept is widely used in various fields, including business, project management, and personal development.

Your Client Company (Company Name)

Form for the New Client to Fill Out

Qualification Criteria

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Qualification

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Nurture / Conversion

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This tracker helps manage and organize potential client leads and their current status in the sales pipeline. Use the database below to track key information like contact details, engagement level, and follow-up dates.

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Lead Acquisition Management

Identifying and sourcing high-quality leads through various channels (social media, referrals, ads).

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Post Sales / Follow Up

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Re-engagement

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