The Lead Conversion Playbook

A disciplined, sequential process for converting scored leads into listing appointments. Follow each step in order. Consistency is the differentiator.

Your Progress

0 of 7 steps completed

Export Your Lead List

Build your foundation · 30 minutes

Begin by downloading your complete lead list as a CSV file from SellScore Pro. This export includes every scored address, the sell score, lead category, estimated home value, and all scoring signals. This becomes the master record you will reference throughout your entire campaign.

Navigate to your Saved Properties dashboard and click Export to Excel.

Review the export: confirm address, score, category (HOT/WARM/COLD), and Zestimate columns are populated.

Save the file with today's date in the filename for version control.

Create a dedicated folder on your desktop or cloud drive for this farm campaign.

Pro Insight

Sort your export by score descending before importing into your CRM. This ensures your highest-probability leads are at the top of every view.

6 More Steps Locked

Upgrade to Pro to unlock the full 7-step Pipeline Playbook — the complete system top producers use to convert scored leads into listings.

All 7 steps of the conversion system

Email drip campaign integration

3-call cadence scripts

CRM pipeline setup guide

Progress tracking saved to your account

Unlimited AI Sell Scores

Campaign Timeline

What a Full Cycle Looks Like

Week 1

Export, import, acquire contacts

Weeks 1–12

Email drip campaign running

Ongoing

Monitor opens, clicks, HomeIQ

On trigger

3-call cadence over 6 weeks