Skip to content
  • There are no suggestions because the search field is empty.

How to Set Up and Use the Buyer Lead Workflow

The Buyer Lead Workflow helps you manage your buyer leads seamlessly, from initial contact to close. This guide provides detailed instructions on setting up and using the workflow, including tagging leads, responding to inquiries, and automating task

Step-by-Step Instructions

  1. Enable the Workflow
    To activate the Buyer Lead Workflow on your account, reach out to Support@SierraInteractive.com.
    Make sure your account is ready and properly configured for the workflow to function smoothly.

  2. Tagging Leads
    The workflow begins when a lead submits their information or when manually added.
    Ensure you properly tag leads as Buyer and [New] Buyer Lead Workflow to initiate the process.
    You can refer to “Lead Routing Rules” for more details on tagging and routing leads.

  3. Automated Tasks After Lead Response
    When the lead responds to the FAAP (Fully Automated Action Plan):

    • A task will be created for you to tag the lead according to their response.
    • A note will be created to guide you on the next steps.
    • The lead’s status will be updated accordingly.
      Example Task: Tag lead based on response (Price Met, General Communication, etc.).
    • For Example: 

       

      If this inbound communication is via text message or email, the agent will be alerted in the inbox, then automations will…

       

      [Create a task for the agent to tag the lead based on their response].


    [Create a note documenting what’s happening, what to do now, and what to do next].

    Here’s an example:

    [Update the lead’s status if applicable].

    (See statuses for more information).

  4. Handling Replies

    • If the lead provides relevant details, tag them appropriately (e.g., [Response: Price Met], [Response: Just Looking]).
Here’s an example:

  • If the response is not relevant to LPMAMA criteria, tag them as “[Response: General Communication]” and restart the FAAP.
    For example, if a lead says “just looking,” use the “Just Looking” tag and restart the FAAP.
  • Here’s an example of what this might look like:

You can see that the current FAAP has sent an email to Mallory asking for location and timeline. Mallory’s response above indicates that she’s not sure on either of those things. Since her reply doesn’t fall into LPMAMA criteria, Mallory shouldn’t be tagged with any LPMAMA related tags. Instead, you should tag Mallory as “[Response: General Communication],” reply back to Mallory to let her know that’s okay (or what you feel is the right response), and restart the FAAP.

5. LPMAMA Criteria
The workflow uses specific LPMAMA criteria (Location, Price, Mortgage, and Timeline) to guide leads through the process. Ensure you collect and tag these details as they are provided.
Example Workflow: If only one LPMAMA criterion is met, the workflow will proceed with specific follow-up tasks to gather the rest of the necessary information.


5. Best Practices

  • Proper Tagging: Always ensure you apply the correct tags based on the lead’s responses to avoid delays and confusion.
  • Monitor Lead Responses: Regularly check your inbox and review tasks to stay on top of lead engagement and next steps.
  • Lead Status Updates: Keep lead statuses up to date for accurate tracking and efficient follow-ups.
  • Leverage Automations: Automations will handle many tasks for you, but it’s important to stay engaged with lead updates to ensure a personal touch.

6. Troubleshooting Common Issues

  • Problem: The workflow doesn’t trigger after lead submission.
    Solution: Ensure you’ve tagged the lead correctly with Buyer and [New] Buyer Lead Workflow tags. Reach out to support if issues persist.

  • Problem: The lead's reply doesn’t fit the expected tags.
    Solution: If the response is not LPMAMA-related, tag the lead as “[Response: General Communication]” and restart the FAAP.

  • Problem: The lead is not progressing through the workflow as expected.
    Solution: Double-check the tags and ensure the correct LPMAMA criteria have been provided. If needed, manually adjust the lead’s status.

7. FAQs

  • Q: How do I manually add a lead to the workflow?
    A: Manually add the lead and ensure the Buyer and [New] Buyer Lead Workflow tags are applied, and assign the appropriate action plan.

  • Q: What happens if a lead doesn’t respond to a FAAP?
    A: Automations will continue to send follow-up tasks for unresponsive leads, and you’ll be notified if the lead is marked as "No Response" after a certain period.

  • Q: Can I customize the FAAPs for my leads?
    A: Yes, you can adjust the action plan settings via the Gear Icon > Action Plans > Action Plan Settings.