New lead
A person or opportunity you have identified.
Real Estate Business Builder Kit
People · Strategy · Action · ResultsSection 6 of 9
05 · Your pipeline
Every conversation
needs a next step.
A simple pipeline helps you organize people by readiness and follow up when it makes sense.
Contact made
You have started a conversation.
A: Action
A clear need or near-term move. Follow up promptly and work toward an appointment.
B: Developing
A real possibility with uncertain timing. Agree on a useful next contact.
C: Nurture
Not ready now. Keep in touch at the interval you discussed.
Appointment
A meeting is booked with a defined purpose.
Client
You have agreed to work together.
Contract
An active transaction is under way.
Closed
The transaction is complete.
Keep the pipeline useful
New leads get an early response. Action leads need a clear appointment step. Developing leads need a useful next contact. Nurture leads need a date that matches their timing. Keep a next date for each person.
Move people when their timing changes
- Move from Nurture to Developing when plans become more real.
- Move from Developing to Action when urgency increases.
- Set an appointment when an Action lead is ready to meet.