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New Leads: Nurture & Convert

Learn how to guide brand-new leads using LO Ninja’s smart workflows—designed to nurture, engage, and convert based on each client’s readiness.

✅ How to Use these Workflows

  1. Find the Workflow
     Go to Marketing > Workflows and search for any of the workflows that you want to use.

  2. Add Contacts to the Workflow
     Go to Contacts > Select Contacts > Add to Workflow
     Choose any of the workflows to add the selected contacts to.

Use one of these smart automation paths to match each lead’s current stage and keep your pipeline moving:

🔁 Not Yet Ready Nurture
 Stay top of mind for 12 months with light real estate and mortgage content. Perfect for clients who aren’t quite ready—yet. Sends occasional tips to help keep you in their thoughts until they’re ready to move forward.

📞 New Referral Follow-Up
 Ideal for new referrals just entering your CRM. This 10-day follow-up sequence provides friendly, consistent outreach to support, educate, and schedule calls—ensuring a smooth pre-approval experience.

🕒 Hold & Follow-Up
 For leads with a purchase date in the future, set a follow-up date and let the automation handle the rest. Triggers updates and reminders aligned with their timeline.