Ten focused minutes at the start of each day is enough to make sure your most promising leads hear from you first. This playbook walks you through a simple routine using your Dashboard Home, Hot Leads and Suggested Actions.
Why it matters: Most leads are won by the agent who follows up at the right moment, not the one with the most leads. A short daily routine means hot leads get a call while they are still looking, messages get a same-day reply, and no one quietly slips away.
Before You Start
Open your Dashboard Home from . Everything in this routine starts there. If you are new to the Lead Dashboard, read Introduction to the Lead Dashboard first.
The Routine
1
Clear What Is Due
About 2 minutes
Click the Tasks Due Today card. It shows every task due today or overdue. Deal with overdue items first, or edit the due date to a realistic date so your list stays honest.
2
Reply to Messages
About 2 minutes
Click the Recent Messages card to see emails and texts your leads sent you. A lead who has written to you is waiting for an answer. Reply to each one before you start any outbound calls.
3
Call Your Hot Leads
About 4 minutes
Work down the Hot Leads panel, starting at the top. For each lead:
- Click the name to open the preview and glance at why they are hot, for example how many homes they viewed and when they last visited.
- Click Call and log the outcome, even if you only left a message.
- If you want more context first, click View to open their Lead Dashboard and check Property Engagement and Suggested Actions.
A lead with High Engagement Today in Suggested Actions is browsing or has just reached out. Call them first.
4
Fix One Gap
About 2 minutes
Pick one item from Lead Health, such as No Alerts or Never Called, and fix a few leads. Click the number to open the list on Lead Summary, select the leads and use a bulk action such as Set Up Listing Alerts or Assign Campaign. A few leads a day adds up quickly.
Once a Week: Look Wider
Set aside a little more time once a week to look beyond today's hottest leads:
- Open the Activity Center with Date Range set to Last 7 days, and filter by Contact Type: Past Client or Sphere. Anyone browsing homes is worth a friendly call.
- On Lead Summary, check the Leads at Risk and Gone Quiet Work Lists. See Playbook: Re-engaging Leads That Have Gone Quiet.
- Review your deals. See Playbook: Keeping Your Pipeline and Forecast Current.
Put It to Work
Example: Monday Morning
What ten minutes looks like
Your Dashboard Home shows 4 tasks due, 2 new messages and 6 Hot Leads.
- You complete two follow-up calls and move a third to Wednesday.
- You reply to Maria, who asked about HOA fees on a condo, and Tom, who wants to see a house on Saturday.
- You call the top three Hot Leads. One is High Engagement Today after saving two homes last night, and books a showing.
- You open No Alerts in Lead Health, select five buyers and set up listing alerts.
Ten minutes in, the people most likely to buy have heard from you, and five more leads will get new listings from you every day.
Tip: Work through a list without going back and forth. Open a Work List such as Hot Leads or Calls Due Today on Lead Summary, click the first lead, and use Next on the Lead Dashboard to move to the next one.
Frequently Asked Questions
What if I have more Hot Leads than I can call?
Start with leads showing High Engagement Today and leads you have rated 4 or 5 stars. Make sure the rest have an active listing alert and campaign so they keep hearing from you, then call them over the following days.
I am a team leader. Should I follow this routine too?
Yes, for your own leads. To see a team member's day, choose them in Dashboard For on Dashboard Home, and use the Activity Center Unassigned scope to catch active leads that do not have an agent yet.