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How Buyer Lead Workflow, Lead Accelerator Smart Filters, and Agent Leaderboard Help Drive Engagement

Make every lead count by turning automation into action and action into results.

Table of Contents 

  1. Buyer Lead Workflow: Automate Lead Nurture

  2. Lead Accelerator Smart Filters: Focus on the Right Leads

  3. Agent Leaderboard: Drive Accountability

  4. Daily Workflow in Action

  5. FAQs

Summary

These three tools work best when used together to help real estate teams capture leads, prioritize follow-up, and stay accountable. Buyer Lead Workflow ensures timely outreach, Smart Filters keep agents focused on the right opportunities, and the Agent Leaderboard motivates consistency through visibility. The result: fewer missed leads, stronger engagement, and more closed deals.

Why This Matters

Real estate teams thrive when follow-up is fast, engagement is intentional, and accountability is visible. Sierra’s Buyer Lead Workflow, Lead Accelerator Smart Filters, and Agent Leaderboard work best when used together, helping your team:

  • Capture and nurture buyer leads without delay
  • Stay focused on high-priority opportunities
  • Build a culture of follow-through and accountability

1. Buyer Lead Workflow: Automate Lead Nurture

What It Does

Buyer Lead Workflow automates outreach through emails, texts, tasks, and drip campaigns. It ensures leads hear from your team right when they’re most engaged — without the manual effort.

How to Use It

  • Send a welcome email or text immediately after registration

  • Nudge inactive leads with re-engagement messages

  • Assign follow-up tasks automatically to the right team members

Best Practices

  • Customize workflows for different lead types (first-time buyers, investors, relocation).

  • Keep automation personal — mix automated messages with timely agent calls.

  • Regularly review results to refine timing and content.

💡 Learn more about setting up and customizing workflows: How to Get the Buyer Lead Workflow Added to Your Sierra CRM & Effective Buyer Lead Workflow: Streamlining Your Lead Management

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2. Lead Accelerator Smart Filters: Focus on the Right Leads

What It Does

Smart Filters instantly surface the leads most worth your time, turning automation into prioritized action.

How to Use It

  • Find leads who registered but haven’t been contacted

  • Catch leads active in the past 24 hours

  • Spot email openers who haven’t replied

  • Zero in on leads who favorited or viewed multiple listings

Best Practices

  • Standardize a core set of filters for the whole team.

  • Save and share filters to build repeatable workflows.

  • Start your day with “Hot Buyer” or “No Contact” filters to prevent lead leakage.

💡 Dive deeper into Smart Filters and how to use them: How to Use Lead Accelerator Smart Filters to Drive More Deals and Accountability

3. Agent Leaderboard: Drive Accountability

What It Does

The Agent Leaderboard motivates agents and makes performance visible. It connects daily activities to results, creating a culture of accountability and recognition.

How to Use It

  • Track calls made, texts sent, and emails delivered

  • Measure how quickly leads are claimed and responded to

  • Use data to celebrate top performers and coach where improvement is needed

Best Practices

  • Use in team huddles to celebrate wins and set goals.

  • Pair Leaderboard data with coaching opportunities.

  • Reinforce response-time expectations by making activity visible.

💡 Tips and strategies for using the Leaderboard effectively: How to Use Agent Leaderboard in Sierra Reporting &  How to Use Agent Leaderboard to Drive More Conversions

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Daily Workflow in Action

Here’s how your day could flow when all three tools work together:

  • Morning: Start with Smart Filters
    Open your “Hot Buyer Leads – No Contact in 3 Days” filter. This ensures the first calls you make are to the leads most likely to convert, preventing lead leakage and setting up early wins.

  • Midday: Work Your Buyer Lead Workflow Tasks
    Check the follow-up tasks automatically assigned by Buyer Lead Workflow. Whether it’s sending a quick text, making a call, or nudging an inactive lead, you’ll have a clear, prioritized list without needing to plan it yourself.

  • Afternoon: Review and Reset with the Agent Leaderboard
    Look at your progress compared to team goals. Celebrate the activities you’ve completed, identify where you can improve tomorrow, and keep motivation high by seeing your results in context with the team.

✨ This rhythm makes your day more efficient, ensures no lead is forgotten, and connects your actions to visible results.

FAQs

Q: Can Buyer Lead Workflow be customized for sellers too?
 A: Yes. While this article highlights buyer engagement, workflows can be built for seller leads, past clients, or any pipeline stage.

Q: How often should I update Smart Filters?
 A: Review them monthly. Keep a core set consistent, but adjust or add filters as market activity changes.

Q: Do agents see their own metrics on the Leaderboard?
 A: Yes. Each agent can track their performance, while leaders see the full team view.

Q: Will using automation replace personal outreach?
 A: No. Automation ensures no lead slips through the cracks — but the most effective teams balance automation with personal touches.

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