DAILY WORKFLOW CHECKLIST ------------------------------------------ 1. ⬜ Check Tasks 2. ⬜ Process Manual Actions 3. ⬜ Clear Inbox Messages 4. ⬜ Update Contact Statuses 5. ⬜ Schedule Follow-ups QUICK OVERVIEW Objective Master your Deal Boss inbox to convert conversations into closed deals through efficient processing, proper tagging, and systematic follow-up. Key Concepts - Every conversation represents potential revenue - Systematic processing ensures no opportunities are missed - Proper tagging drives automated follow-up - Stage progression moves leads toward closing Expected Outcomes - Clean, organized inbox - Clear follow-up strategy - Maximized conversion opportunities - Efficient lead processing DETAILED GUIDE Part 1: Essential Tags and When to Use Them Status Tags: • "Status Wrong" - Use when contact confirms wrong number - Number disconnected - Clearly not the intended recipient → Action: System automatically cycles to next available phone number Motivation-Based Tags: • "It's Not You, It's Me" (90-day follow-up) - Use when contact owns property but shows zero motivation - Example: "I'm not interested in selling at all" - Automatically marks phone as correct - Moves contact to Stage 2 pipeline • "Dreamer" (60-day follow-up) - Use when contact has unrealistic expectations - Example: Asking $500k for an $80k property - Indicates correct contact but price alignment needed • "Fisherman" (60-day follow-up) - Use when contact says "just make me an offer" - Shows interest but no real motivation - Requires nurturing and follow-up Part 2: Lead Tags and Pipeline Movement Lead Classification Tags: • "Lead Verified" - Use when contact shows genuine interest - Confirms property ownership - Willing to discuss selling → Moves to Stage 4 pipeline for active follow-up • "Quick and Dirty" - Use for rapid processing - Automatically marks phone as correct - Moves to appropriate pipeline for immediate action Stage-Specific Tags: • "Deal Stalking" (30-day follow-up)