Lead Follow-Up Tracker
Pinnacle Listing System Β· Peter Luo
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Talked / Total
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Address
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Name
Phone
Temp
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Follow-Up Date
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Time
Method
Address
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Name
Phone
Temp / Date
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Lead Detail Card
Full contact & follow-up record
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π Contact & Property
First Name
Last Name
Best Time to Reach
β Select β
Morning (9β12)
Afternoon (12β5)
Evening (5β8)
Weekend
Anytime
Full Address
Unit / Apt
Phone
Email
Language
β
English
Mandarin
Cantonese
Other
Years at Address
Property Type
β
Detached
Semi-Detached
Townhouse
Condo
Other
Attitude Toward You
β
Very Warm
Neutral
Skeptical but Engaged
Rushed
Cold
No Answer
π‘ Lead Temperature
π₯ Hot β Selling within 12 mo.
π‘ Warm β Open / Curious
π΅ Cool β Future possible
βοΈ Cold β Not interested
β Do Not Contact
π¬ Conversation Notes
Moving Plans / Timeframe
Reason for Moving
Objections / Concerns
Topics That Resonated
Personal Details to Remember
Neighbour Referrals Mentioned
π Seller Signals
Curious about home value
Mentioned a timeframe
Asked about the market
Life event (retirement/divorce)
Kids leaving home
Considering downsizing
Owns other properties
Recently renovated
Mentioned a neighbour selling
π Follow-Up Plan
Follow-Up Date
Follow-Up Time
β
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
Contact Method
β
Phone Call
Text
Email
Door Knock Again
Mail / Drop-off
Appointment
Item Promised
Follow-Up Hook
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β Conversation Quality
Rating
β
β
β
β
β
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