Overview of Lead Management and Acquisition Strategies ?

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Overview of Lead Management and Acquisition Strategies ?

This video gives you a full walkthrough of how your lead lists are structured in GenieREI and what your team should be doing with them every day.

Your 3 Main Lists:

My Leads — Each closer's personal list of leads assigned to them. Used in the morning meeting to identify top follow-ups for the day. Admins will see everyone's leads here, not just their own.

Attack List — Your highest priority leads. Includes brand new leads, leads with booked appointments, and anyone you're actively negotiating with or have sent a contract to. If a lead goes unanswered for 10–14 days, it moves to the Revival List automatically.

Revival / Cloud List — Older leads that didn't convert. Your lead manager power dials this list daily to stir up new business and book appointments for closers.

Day-to-Day Workflow:

1. Start with your Most Likely to Close — review your My Leads list and identify your top 3 for the day
2. Work your Drip Replies — call anyone who responded to automated messages, limit to about an hour
3. Hit your Attack List — dial from the top, set a status after every single call (this is non-negotiable), then move to the next lead
4. When you make an offer — click Offer Made immediately
5. To claim a lead — go to the Assigned To field, select your name, and hit Save (the Claim Lead button at the top does not work)
6. To release a lead back to the pool — hit the Release Lead button

Key Rules:

• Always set a status after every call — no exceptions
• Hit Not Contacted if they didn't answer — this keeps them cycling back to the top of your Attack List every 2 hours for 10–14 days
• Hit Discard Changes when leaving a filtered list so you don't accidentally save your filters for everyone else