---
title: "How to: Lead Follow-Up"
description: An overview of a lead's journey in a lead campaign.
---
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# How to: Lead Follow-Up
## A brief overview of a consumer's journey through a Lead Gen Program and your suggested action steps.
#### ****
#### **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?**
- Their status automatically updates to **Active**.
- All campaigns stop immediately.
- You receive both an **email and text** notifying you to check **BoldTrail**.
- From this point forward, follow-up is **manual**—calls, emails, or texts directly from you.
##### **2. What if they never reply?**
- The lead stays on the automation path:
- **26-day Leads 360 Campaign** → then
- **465-day Prospect Nurture Campaign**.
- They’ll continue receiving branded auto-emails, market updates, and long-term touches.
- You can add them to the **Newsletter Campaign** to maintain contact indefinitely.
##### **3. What happens if I call or text them right away?**
- Reaching out manually is encouraged.
- The automation **continues** unless they **reply** to one of the texts.
- If they text back, the system marks them **Active** and stops automation.
- 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?**
- Assign them to the **Leads 360 – Reply Prompt Campaign**.
- 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?**
- Kindly reply to thank them and explain that you focus on **sales**, not rentals.
- Direct them to our property-management division at **[https://thepropertymanagers.ca](https://thepropertymanagers.ca)**for assistance with current rental listings.
### **Key Takeaways for Agents**
- Automation handles initial and long-term nurture—**you handle relationships**.
- Always monitor **BoldTrail alerts** for new Active leads.
- Manual outreach is welcome at any time but remember to pause automations if a real conversation begins.
- Every lead is touch-dripped for **491 days** unless converted sooner.
- After that, keep them connected through the **Newsletter Campaign**.
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