What Are Lead Accelerator Smart Filters?

Quick Summary

Sierra’s Lead Accelerator Smart Filters give you a powerful shortcut to fill your pipeline. They help you instantly identify your best opportunities and build targeted call lists so your agents spend less time hunting and more time closing.

Why This Matters

Without a clear system, even top agents can waste hours figuring out who to call next. The hottest buyers can slip through the cracks, and past clients might forget your name.

The Lead Accelerator Smart Filters solve this by giving you prebuilt, high-impact filters that:

✅ Identify leads most likely to convert
✅ Turn website activity into appointments
✅ Keep you top of mind with your past clients and sphere

For example, instead of scrolling through hundreds of leads, your team can start the day with the Hot Buyers Now filter and focus immediately on people scheduling showings or saving properties. This translates into more contracts and closings.

Step-by-Step Instructions

1. Understand What’s Included

When you enroll in Sierra’s Accelerator Platform (Sierra Success Hub), these Smart Filters are set up in your Sierra CRM for you. Here’s what each one does:

Filter	Who It Finds	Why Use It
Hot Buyers Now	Leads who saved properties, requested info, or scheduled showings in the last 7 days.	Catch the most active buyers ready to see homes.
Fresh Sign-Ups	Leads who registered on your site in the last 3 days, with no calls logged.	Call new website visitors before they start looking elsewhere.
Listing Curiosity	Leads who opened your last market update email but haven’t talked to an agent in 30 days.	Start listing conversations that lead to home valuations.
Click to Call	Leads who clicked a property from an E-alert in the last 5 days.	Strike while interest is high and book showings fast.
Revisit & Refer	Past clients or SOI not contacted in 90 days.	Reignite relationships and ask for referrals.

2. How to Get These Smart Filters

Join Sierra Success Hub. These Smart Filters are exclusive to clients using Sierra’s Accelerator Platform. If you’re not yet set up, simply submit a Support Ticket and request access to the Sierra Success Hub assets, including the Lead Accelerator Smart Filters.

Once installed, your team can start using them right away to build call lists, follow up, and keep the pipeline moving.

3. Put the Filters to Work

Start your day with Smart Filters. Have agents or ISAs begin each day by working through these filters to connect with the most actionable leads first.

Use filters to drive call blitzes. Run weekly team call sessions focused on just one filter, like Fresh Sign-Ups, to maximize impact.

Pair filters with Action Plans. After calls, add leads to appropriate follow-up Action Plans so your system continues working even when you’re not.

Best Practices

Be consistent. Top teams use these filters daily to make sure no high-value lead gets missed.

Use quick scripts. For example, “Hey [Name], I saw you were looking at homes in [Area]. Anything catch your eye?” for Hot Buyers Now, or “Just checking in on your home goals. Still the same timeline?” for Revisit & Refer.

Follow up with market insights. Especially for Listing Curiosity, use local stats or recent sales to spark listing conversations.

How This Helps Your Business

When your team consistently works these Smart Filters you fill your pipeline with qualified leads, set more appointments with serious buyers, and create consistent opportunities for listing conversations. Your agents stay focused on activities that boost your Agent Leaderboard standings.

All of this helps drive more closings, builds your reputation as the local expert, and saves your team hours every week.

Troubleshooting Common Issues

Issue	How to Fix
Don’t see the Smart Filters?	Make sure you’re enrolled in Sierra Success Hub. If you’re unsure, submit a Support Ticket.
Filters show too few leads?	Broaden your timeline or check your site traffic. Consider running more paid ads or improving your SEO to generate more activity.
Agents not using filters?	Build them into your daily workflow. Set “power hour” sessions where everyone focuses on a specific filter.

FAQs

Q: Can I customize these filters?
A: Yes. Once installed, you can adjust rules or create new Smart Filters tailored to your business priorities.

Q: How are these different from Saved Searches or Lead Lists?
A: Smart Filters are dynamic and update automatically based on lead activity, making them perfect for daily prospecting. Saved Searches are more static and tied to property criteria.

Q: Will this work if my agents mostly use the mobile app?
A: Yes. These Smart Filters can be accessed from your mobile CRM, helping agents prioritize leads on the go.