After the Call – Tagging Your Leads

Sample Tags to Use

Organizing your leads is a very important part of the business. This will allow you to effectively follow up with each and every lead without missing anyone. It will allow you to have a clear and concise idea, of where you are with the lead in the process and what type of lead it is. We have been blessed, to have Beverly of Beverly Business Consulting, provide us with a list of her tags. The tags are posted below. 

Tagging your leads will help you to identify your leads. They’ll also allow you to create very specific audiences based on tags that leads have or tags that they don’t have. By clicking on this little plus sign, you’ll be able to see your tag list, as well as you can add new tags as well. In the tag list, you’ll notice here that we have a letter, sometimes two letters in front of some of these tags to help group them together. As this tag list is in alphabetical order, so it just allows you to have all your financing tags together, your future opportunities, and so on. We’ll include a link to the sample tags below so that you can actually implement and add those tags into your system. Now adding your tags, as you can see, when you hover over them, gives you that quick [inaudible 00:01:01] as to who a lead is. These tags, you would add as part of your call notes.

As you’re making those call notes afterwards, you should be able to add as a minimum, two tags from any conversation. Whether it’s their situation or timeline or their lending situation and so on. From the call notes here, we’re able to see that we’re still waiting on his pre-approval. We’ve got a tag that he needs pre approval. Now, we also know that he’s an investor, as he indicated that he’s looking for an investment property. By tagging him as investor, if we ever come across or gain an investment opportunity, we can easily pull out all of our investors in the CRM system.

To show you how that would work, is you would go and add the filter and you would select tag. In this case, I would choose any, and you just start typing the tag that you wish to add. This one, I want to add the investor tag. Now, applying this filter, I’m now able to see 43 leads in my system where we have indicated that by situation, they are an investor. Now, if we came up with that investment opportunity or landed that listing, rather, we would be able to select all of these leads and perhaps send them a mass email or a mass SMS with a link to that opportunity, or we can call them all, go through this list and contact them one by one.