How to Use Buyer Lead Workflow, Smart Filters, E-Alerts, and the Agent Leaderboard to Engage Buyers

Table of Contents

1. Buyer Lead Workflow: Automate Lead Nurture
2. Lead Accelerator Smart Filters: Focus on the Right Leads
3. E-Alerts & Market Updates: Keep Buyers Engaged
4. Agent Leaderboard: Track Performance and Build Accountability
5. Daily Workflow in Action
6. Troubleshooting Common Issues
7. FAQs

Why This Matters

Real estate teams thrive when follow-up is fast, engagement is intentional, and accountability is visible. By using Buyer Lead Workflow, Smart Filters, E-Alerts, and the Agent Leaderboard together, your team can:

• Capture and nurture buyer leads without delay
• Identify and focus on the hottest opportunities
• Build a culture of follow-through and accountability
• Keep buyers returning to your site, even if they go quiet

These tools ensure fewer missed leads, stronger engagement, and more closed deals. Follow below to get started.

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Buyer Lead Workflow: Automate Lead Nurture

What It Does
Buyer Lead Workflow automates outreach through emails, texts, tasks, and fully automated action plans (FAAPs). Leads hear from your team right when they’re most engaged, without manual effort.

How Leads Enter the Workflow

• Leads register on your site or are manually added
• Tagged with Buyer and [New] Buyer Lead Workflow to trigger automation
• Enrolled in an FAAP based on lead type (general registration, investors, relocation, etc.)

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Lead Accelerator Smart Filters: Focus on the Right Leads

What It Does
Smart Filters surface the leads most worth your time, allowing you to prioritize follow-up efficiently.

How to Use Smart Filters

• Find uncontacted or recently active leads
• Identify leads who opened emails but didn’t reply
• Filter by favorites or multiple listing views

Best Practices

• Standardize filters for team-wide use
• Save and share filters for repeatable workflows
• Start each day with “Hot Buyer” or “No Contact” filters

💡 Smart Filters integrate seamlessly with Buyer Lead Workflow and E-Alerts to prevent lead leakage.

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E-Alerts & Market Updates: Keep Buyers Engaged

What They Do
E-Alerts send automatic updates when new listings match a buyer’s criteria. They keep buyers returning to your site and re-engaging with your workflow.

How to Use Them

1. Set up saved searches for each buyer
2. Enable E-Alerts for automatic emails

Best Practices

• Put all buyer leads on E-Alerts to keep inviting leads back to your website and increase organic traffic.
• Decrease frequency for leads who are just browsing.
• Combine with Smart Filters to surface warmed-up leads

Benefits

• Keeps your brand top-of-mind even if direct outreach stops
• Reactivates buyers by bringing them back to your site
• Maximizes Buyer Lead Workflow efficiency

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Agent Leaderboard: Track Performance and Build Accountability

What It Does
The Leaderboard motivates agents, makes activity visible, and connects daily actions to results.

How to Use It

• Track calls, texts, and emails delivered
• Measure lead response time and follow-up consistency
• Recognize top performers and identify coaching opportunities

Best Practices

• Celebrate wins in team huddles
• Use data to reinforce response-time expectations
• Pair Leaderboard metrics with coaching for maximum impact

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Daily Workflow in Action

Morning: Work Buyer Lead Workflow Tasks

• Complete automated tasks (texts, emails, calls) based on lead activity

Midday: Check Smart Filters & Assign Alerts

• Start with “Hot Buyer – No Contact in 3 Days” to prioritize calls

• Assign E-Alerts and Market Updates or adjust existing alerts

Afternoon: Review Agent Leaderboard

• Assess progress vs team goals, celebrate wins, and plan improvements

💡 This rhythm ensures no lead is forgotten and actions are tied to visible results.

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Troubleshooting Common Issues

Problem	What to Check
Leads not entering workflow	Ensure Buyer + [New] Buyer Lead Workflow tags are applied
Emails show odd lead sources	Set clear Custom Labels under Manage Lead Sources
Lead stops receiving automation	Apply Remove from [New] Buyer Lead Workflow tag
Smart Filters not surfacing leads	Confirm E-Alerts are enabled; check tags
Overwhelming emails for buyers	Adjust E-Alert frequency or criteria

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FAQs

• Can this workflow be used for seller leads?
  Buyer Lead Workflow is designed for buyers. Use Market Updates or your own custom campaigns for sellers.

• Will automation replace personal outreach?
  No. Automation ensures leads aren’t lost, but personal follow-up drives conversions.

• How often should Smart Filters be updated?
  Review monthly; keep core filters consistent while adapting to market activity.

• Can E-Alerts and Market Updates continue if a lead stops opening emails?
  Yes. They keep your brand visible until you pause or adjust settings.

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

• Are E-Alerts and Market Updates only for buyers?
  E-Alerts are designed for active buyers. Market Updates can be used for sellers tracking home values or buyers watching neighborhoods they want to move into.

• Can I customize these automations?
  While this workflow comes pre-built, you can still run your own custom action plans alongside it.

• What if I need to stop the workflow for a lead?
  Tag them with Remove from [New] Buyer Lead Workflow to stop all automated actions.

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