Brivity has multiple ways to classify the people in your database. This results in a robust and dynamic system that converts your contacts from Lead to Client to a Past Client.
Status tells you how soon someone wants to move, allowing you to prioritize your leads by their urgency; keeping your pipeline flowing! You can ask a question like, "If I were to find you the perfect home today, would you say you're ready to buy it?"
New: A person you have not attempted to contact yet.
Unqualified: Attempted to contact the lead, but have not been able to reach them yet, therefore, their urgency has not yet been qualified.
Hot: Intending to buy/sell in 1-2 months.
Watch: Intending to buy/sell in 3-6 months.
Nurture: Are in two categories:
- In the Leads Index contacts intending to buy/sell in 6-12 months, OR
- In the People Index as contacts you may be Nurturing.
Past Client: These are the people who have been your clients previously!
Inactive: A person interested in buying/selling, but is on hold at the moment for any reason. Reasons might include:
- a job loss
- family emergency
- bad credit.
This is a good list to follow up on in future for changing needs.
Archived: A person you no longer wish/need to contact. Could be on a DNC (Do Not Call) list. All Action Plans automatically stop for people in this status.
Trash: A bad lead with no good contact information (bad phone/ bad email). Nothing could possibly convert this lead.
You can find Active Clients and Past Clients under the Clients section of the People index. A contact will end up in the Client folder on the left because they are applied to an active transaction, or because given the Status of Past Client.