Lead Timeline
| Day / Stage | What Happens | Agent Action |
|---|---|---|
| Day 0 – Lead Capture | A contact fills out a form on your website after clicking a Facebook, Instagram, or Google ad. The lead is automatically entered into BoldTrail and assigned. | No immediate action required—automation begins. |
| Day 0–26 – “Leads 360 Campaign” | The lead receives a balanced series of emails + texts designed to introduce you, share value, and invite conversation. Messaging is light and relationship-oriented. | You may call or text if you wish—automation continues unless the lead replies. |
| If Lead Replies → Active | The system changes their status to Active and removes all automation. | You’ll receive an email + text alert. Log into BoldTrail, review the lead, and begin manual follow-up. |
| If No Reply After 26 Days | The system automatically switches them to Prospect status and begins the Leads 360 – Prospect Nurture Campaign (465 days). | Optional: continue manual outreach. |
| Day 27–491 – Prospect Nurture Campaign | Long-term emails maintain gentle contact: market updates, tips, and home-buying insights. | Leads remain in your database; respond quickly if they re-engage. |
| After 491 Days (optional) | Campaign completes. You can move them into the PH Newsletter Campaign for ongoing communication. | Enrol manually via BoldTrail. |
What If Scenarios / FAQ
1. What if my lead replies?
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Their status automatically updates to Active.
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All campaigns stop immediately.
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You receive both an email and text notifying you to check BoldTrail.
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From this point forward, follow-up is manual—calls, emails, or texts directly from you.
2. What if they never reply?
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The lead stays on the automation path:
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26-day Leads 360 Campaign → then
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465-day Prospect Nurture Campaign.
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They’ll continue receiving branded auto-emails, market updates, and long-term touches.
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You can add them to the Newsletter Campaign to maintain contact indefinitely.
3. What happens if I call or text them right away?
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Reaching out manually is encouraged.
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The automation continues unless they reply to one of the texts.
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If they text back, the system marks them Active and stops automation.
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If you call and have a live conversation, manually pause or remove their campaign in BoldTrail and continue manual follow-up.
4. What if my contact replies, I respond, but then they ghost me?
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Assign them to the Leads 360 – Reply Prompt Campaign.
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This 14-day sequence uses short, conversational messages to re-engage the lead and spark another reply.
5. What if the contact is looking for a rental?
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Kindly reply to thank them and explain that you focus on sales, not rentals.
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Direct them to our property-management division at https://thepropertymanagers.ca for assistance with current rental listings.
Key Takeaways for Agents
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Automation handles initial and long-term nurture—you handle relationships.
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Always monitor BoldTrail alerts for new Active leads.
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Manual outreach is welcome at any time but remember to pause automations if a real conversation begins.
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Every lead is touch-dripped for 491 days unless converted sooner.
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After that, keep them connected through the Newsletter Campaign.