Buyer Workflows
Active?
Active?
Action
Trigger
Notes
New Buyer Nurture
Buyer (01.0) Lead Tags Run
Y
Buyer lead tags in place to launch specific workflows
Tag - launch buyer hot
Tag - launch buyer short-term
Tag - launch buyer long-term
Y
Send Home Search Questionnaire to Buyer
Notify contact when they start the buyer questionnaire but do not complete it
When only part 1 of the Buyer Questionnaire is submitted. Tries to get the contact to submit the more detailed part 2
Runs when part 2 of the Buyer Questionnaire is submitted
Tag - send buyer home search request
Form Buyer Questionnaire Part 1 Submitted
Form Buyer Questionnaire Part 2 Submitted
Y
Nurtures a new Buyer that responded to Facebook ad for free homes list of a target market
Responds to contact clicking Facebook Homes List trigger link
Facebook Lead Gen ad
Trigger Link - Facebook Homes List - South Lyon
mmc - MGLBFB - Lead Buyer From FB (Homes Under 600K)
mmw - Yes they clicked the link
mmw - MGLBFB - Lead Buyer From FB #1
mmw - No they didn't click the link
Y
Nurtures a new Buyer
Pipeline - Buyer (01) Lead Nurture
Form - Contact Us
mmc - Buyer Lead
mmw - Workflow from - Buyer Lead
N
Nurtures a new buyer who requested information about a specific home being marketed on Facebook
Facebook ad for specific home
mmc - A-1) Home Buyer Nurture
mmc - A-2) Home Buyers List Nurture
mmc - BKABuyerLead
mmw - #1-A (Home Buyer Info Form - Add to Home Buyer Nurture - Create Opportunity in New Lead stage - Notify Client)
mmw - #1-B (Home Buyer's List Form - Add to Home Buyer's List Nurture - Create Opportunity in New Lead stage - Notify Client)
Y
Nurtures a new buyer who requested information about a specific home being marketed on Facebook where Facebook form also gathers funding options for purchase
Facebook ad for specific home
mmw - #2-B (Home Buyer's List Nurture Reply - Move - opportunity to Hot Lead stage - Notify Client) copy
N
Nurtures a new Buyer that reached out about a specific location in a Facebook ad
Facebook Ad
mmc - BKABuyerLead
mmw - BKABuyerLead
mmw - MGLB - Lead Buyer Follow Up
Y
Send communications to the contact through different appointment status confirmed, showed, no show, cancelled
Appointment Schedule in Buyer Consultation Calendar
mmc - MGB1a - Buyer Consultation
Y
Nurtures a buyer who is responding to communications but is not currently an active buyer
Adding Contact to Buyer Hot Pipeline
mmc - Buyer Video Drip
mmc - General Buyer Email Campaign
mmw - Workflow from - Buyer Drip
Y
Nurture a buyer over a period of 370 days sends out 18 different emails
Adding Contact to Buyer Short-term Nuture Pipeline
mmc - Buyer Video Drip
mmc - General Buyer Email Campaign
mmw - Workflow from - Buyer Drip
Y
Nurture a buyer over a period of 780 days sends out 21 different emails
Adding Contact to Buyer Long-term Nurture Pipeline
mmc - Buyer Email Drip 2
Manage Contact Replies - Buyer Lead
Y
Manage communication response to Buyer leads that are actively in the Facebook and Long-term workflows
Triggers when replies are received to communications from the Buyer Lead Facebook or Long-term workflows
Active Buyer
Buyer (03.0) Active Tags Run
Y
Buyer lead tags in place to launch specific workflows
Tag - launch buyer active
Y
Nurture buyer who is currently in actively searching for a home
Pipeline - Buyer (03) Active Home Search
mmw - launch active buyer workflow
Y
Respond to appointments scheduled in the Buyer Showing Calendar
Calendar status are new, confirmed, no-show, or cancelled
mmc = Mashore Method Campaign
mmw = Mashore Method Workflow