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Use this routine to keep leads moving, follow-ups current, and deals progressing toward closing.

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Morning Review

Start at CloseFlow – Real Estate Agent OS and review the live overview in this order:

1. 🔴 Overdue Follow-Ups — recover any missed commitments first.
2. 📞 Follow-Ups Today — prepare every conversation and meeting.
3. ✅ Tasks Due Today — prioritize high-impact work.
4. 🔥 Hot Leads — confirm each lead has a next action.
5. 💼 Active Deals — identify stalled opportunities.
6. 📅 Upcoming Closings — confirm dates, documents, and responsibilities.

Lead Management

Use ‣ to capture every new relationship.

• Set Contact Type, Lead Status, Temperature, and Lead Source.
• Add the next follow-up date immediately.
• Use the buyer or seller template to qualify consistently.

Follow-Up Discipline

Use ‣ for calls, emails, WhatsApp messages, meetings, and viewings.

• Connect the Contact and Deal.
• Record the outcome and important notes.
• Schedule the next action before completing the current follow-up.

Deal Progression