Agent Outreach Pipeline Overview

A brief overview of the Outreach Pipeline and its stages

Updated: December 02, 2024

The Agent Outreach pipeline, it's automations and workflows offer a streamlined approach to managing leads and property information efficiently. 
Watch this video to learn more!

Navigating to the Agent Outreach Pipeline: To access the Agent Outreach Tool, begin by navigating to the "Opportunity" section. It's essential to note you will have a new pipeline called the "Agent Outreach Pipeline," where all leads and property information will be stored upon entry into the platform.

• Email Sent to Listing Agent: An opportunity is generated, tagged as "MLS new," and placed in the "Email Sent to Listing Agent" stage of the pipeline.
• Responsive Listing Agent: An email is sent to the respective agent, encouraging them to refer the client for property management services.  Upon agent response, the opportunity progresses to the "Responsive Listing Agent" stage in the pipeline, signifying engagement.
• Projection Sent: Once a projection sent to the agent, we recommend moving the opportunity card into this category for easier visual tracking. (You can use Vintory's Pro Forma tool to quickly create and send your projection. This is a paid service.)
• Successful Referral