This document provides instructions for real estate agents on how to set up and manage contacts and leads using the eEdge ABC system. It emphasizes adding new contacts quickly by setting up email campaigns, listing alerts, and groups within 3 minutes. It also stresses the importance of following up with leads by calling, texting, and emailing them promptly and checking that the system has their information configured correctly. The goal is to schedule appointments and keep prospects actively engaged with regular communications in order to help close sales.

1. eEdge ABC’seEdge ABC’s

2. Your Dash BoardYour Dash Board
Check this EVERY DAY! You may
have a New Contact: (Lead) or a
New Message: from a prospect.
Upcoming Reminders:
This is a Gold Mine. The system
tells you who to CALL and why. It
spies on your prospects.

3. One time set-upOne time set-up
Set it and forget it:
Campaigns: 8x8 (ALL Buyers/Sellers)
33 Touch (Everyone)
12 Direct (Past Clients)
Groups: Prospect
SOI
Past Clients
Agents
Networking
Vendors

4. Status:Status:
Lead – get it changed to Active ASAP or
they get emails!
Active – actively looking to buy or sell
Inactive – not interacted, or not a client
Retry – was inactive and now active
Hot – “A” buyer or seller
Trash – x and dash
Sold – YEA!

5. Type:Type:
Buyer
Seller
Buyer/Seller
Investor
Renter
Vendor
Agent
Other

6. Phone:
I put in cell if unknown type or have
just one number
Email:
Primary (one eEdge account per
person)
Name:
Use a dot or a dash if unknown

7. Referral InfoReferral Info
“Source”
Lender referred to
Short important notes

8. Emails:Emails:
[x] Check here…….(you must do it
now while entering data, you can’t
do later)
[ ] Include ….. (check ONLY if you
have no idea of price/area)
Welcome……(I insert “source”
and have added to the message)
SAVE

9. Groups:Groups:
Scroll down to the bottom
(IMPORTANT! Don’t forget this step)
[x] Prospect
Add Groups
Add

10. Campaigns:Campaigns:
Click on wheel at top right
Add to campaigns: (yes both!)
[x] 8x8 (Buyer or Seller)
[x] 33 Touch
Add Campaigns

11. Listing Alerts:Listing Alerts:
Click on the same wheel at top right
Add New Listing Alert
Area: (same as the lead)
Nearby Cities: (at least 3)
Property Type: Single Family only (unless
lease or lot/land
Price: 20-50k on each side of lead price
(if under 100k leave 1st
box blank)
Add Alert

12. Seller ProspectSeller Prospect
Market Insider:
Enter Zip
Edit

13. DONE!ONLY 3 minutes! MAX! In that time you
have sent a “Welcome” to your
website email, they are getting listing
alerts everyday, a buyer/seller video
once a week for 8 weeks and the 33
touch drip campaign forever.

14. eEdge ExtraeEdge Extra
Time to make prospecting calls?
Quick Search:
Recently Active
“PICK UP THE PHONE!” and call them,
they have been looking for a home.

15. eEdge ExtraeEdge Extra
Keep prospects “Active” for a 8 weeks,
to match the 8x8 campaign. When
you see someone searching again
after you have changed to “Inactive”
change to “Active” and…..
“PICK UP THE PHONE!” they may now
be ready to buy.

16. eEdge ExtraeEdge Extra
No phone number, no problem!
Pro (you will all have it soon)
Click on Listing-Alerts
Click on the mail box symbol
next to a home they have viewed or
saved and send them an email and
ask for the appointment.

17. eEdge ExtraeEdge Extra
Always change Group to Past Client,
delete Alerts, change Campaign to 12
Direct, Type to SOLD and enter
Purchase Anniversary and New Home
Address after a closing. The system will
remind you of their anniversary.
“PICK UP THE PHONE!” when it does
and ask for a referral.

18. LEAD FOLLOW-UPLEAD FOLLOW-UP
CALL (within 5-10 minutes of receipt)
TEXT (immediately following the call, send
homes search app link)
EMAIL (introduction if you left a message or
“so nice talking to you”…, along with NETRIS
information about the home inquired about
and/or address and date of appointment.
eEDGE (within 24hrs of lead receipt)
CALL (next day, make sure they are getting
the emails and that the alerts are correct
but really it’s to get an appointment.)