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

What Is Sierra Success Hub?

Get pre-built tools that save time and boost lead conversion right from day one

Overview

Sierra Success Hub (SSH) is your built-in library of ready-to-use tools inside Sierra. Instead of starting from scratch, SSH gives you pre-configured assets that help your team adopt faster and convert more leads without the guesswork.

Each SSH asset follows a clear naming convention that begins with “SSH,” making it easy to spot and activate.

Why We Built Sierra Success Hub

We get it. Real estate teams are busy. Most don’t have the time or staff to build workflows, filters, and automations from the ground up.

Sierra Success Hub bridges that gap by giving you a proven foundation that:

  • Accelerates adoption – Get workflows up and running in minutes

  • Creates consistency – Everyone works from the same best-practice playbook

  • Saves time – Skip the trial and error of building everything yourself

Real-World Examples

  • A team leader onboarding three new agents uses SSH automations to assign follow-ups, ensuring no lead slips through the cracks

  • A solo agent uses SSH smart filters to build a daily follow-up list without spending hours sorting leads

What’s Included in Sierra Success Hub

SSH provides a growing collection of built-in assets to help you engage leads, streamline workflows, and improve team consistency. These assets include, but are not limited to:

  • Automations – Pre-built workflows that nudge leads forward at the right time

  • Lead Tags – Tags used as triggers to activate specific automations

  • Smart Filters – Saved filters that surface the right leads for follow-up

  • Action Plans & Drip Campaigns– Follow-up sequences designed for different lead types 

  • Website Content Templates – Pre-designed content you can customize for your local market

Some assets listed above may not yet be released. All future assets will be automatically added to the Success Hub for current SSH users as they become available.

These assets are not editable. They are designed to work out-of-the-box with proven configurations that follow best practices. If you'd like to create your own version, you can manually replicate the logic in your own filters, tags, or automations.

Getting Started

Dialer Eligibility

Sierra Success Hub assets are available to clients who have the Dialer enabled in their account.

  • If your Dialer is already enabled, you can request access to SSH assets by submitting a support request:
    👉 Submit a Support Request

  • If your current package does not include the Dialer and you’d like to add it, you can also use the same form to request a Dialer upgrade:
    👉 Request to Add the Dialer

Step 1: Look for SSH in the Asset Name

All Success Hub assets follow a naming convention that begins with SSH (e.g., “SSH - Hot Buyers Now v1.1”)
SSH Smart Filters

SSH Automations

Step 2: Start Using the Assets

  • Activate pre-built automations

  • Use smart filters to prioritize your daily lead follow-up

Step 3: Build on What Works

While SSH assets can't be modified, you can use them as a foundation for creating your own custom versions. Review the logic, then recreate what works for your business needs using your own tags, filters, or automation setups.

✅ Pro Tip: Use SSH assets in your first 90 days to build momentum quickly. Then replicate and evolve them to support your long-term workflows.

Best Practice: Use SSH in Your First 30 Days

Start with SSH assets immediately to save setup time and get quick wins. Teams that activate SSH tools early often see higher lead response rates and faster CRM adoption.

The Bottom Line

Sierra Success Hub is your shortcut to smarter lead engagement. With built-in automations, filters, tags, follow-up sequences, and content templates, it’s the fastest way to adopt Sierra, create consistency, and generate results across your team.

Frequently Asked Questions

Do I need to have the Dialer enabled to use SSH assets?
Yes. SSH assets are only available to clients with the Dialer enabled. You can request access or ask to add the Dialer by submitting a support request.

Can I customize SSH automations or filters?
No. SSH assets are not editable. However, you can manually recreate them as custom assets in your own account if you want to make changes.

Where do I find SSH assets in my account?
SSH assets use a naming convention that starts with “SSH” (e.g., "SSH - New Lead Nurture"). You can find them in your Automations, Smart Filters, or Tag settings.

What happens when I activate an SSH automation?
The automation runs based on the included triggers and actions. For example, tagging a lead with the SSH Lead Tag might send an introductory text and assign a task to the agent.