BluPrint for Sierra Interactive.

Every lead has exactly one owner at any given moment. The system runs in three clear lanes, so there's never confusion over whose turn it is to make the next move.

• Automation drives (New, Qualify, Watch): The system works unqualified leads at scale with automated text and email plans.
• Your agent drives (Active, Prime): The moment a lead is ready for a real conversation, the automated texts step back completely. Your agent owns the cadence, the conversation, and the close.
• Nobody drives (Archived, Closed, Junk): Past clients, sphere, and bad data get sorted out of the active pipeline so your agents focus only on production.

Automated lead flow. Every lead sorts into the right bucket on its own, based on behavior and how it's communicating. Your agents are protected from data overload because they only take over at the Active stage, which is exactly where the real qualifying conversations happen.

They stay warm automatically, without draining your agents' time. Tag a lead with their buying window and they route into a matched long-term nurture track.

To keep your agents out of the noise, the system scales how sensitive its alerts are. For a 3 to 6 month buyer, triggers are sensitive so an agent can jump in early. For a 12+ month buyer, it waits for a much stronger signal of intent before alerting anyone, keeping your focus where it counts.

Every new lead enters a pre-mapped 90-day lifecycle that blends automation and human follow-up.

• Days 0 to 30, the conversation window: Automated digital touches and agent calls work in tandem to earn a two-way reply.
• Days 31 to 60, behavioral re-engagement: Automation quietly tracks on-site activity and flags quiet-but-active leads the moment they show renewed intent.
• Days 61 to 90 and beyond, database protection: Unresponsive leads drop into a long-term nurture cadence. They stay warm and never get abandoned.

Instantly, and from two directions at once. The moment a lead shows any of the six core buying signals (returning to the site, saving a property, viewing multiple listings, requesting info, clicking listing alerts, or requesting a showing), two things happen within seconds.

• Instant auto-engagement: A behavioral text and email fire out immediately.
• Instant agent routing: The lead jumps to the very top of the agent's call filter for a human follow-up.

Nobody has to sit and watch a dashboard for it to work.

Yes, because their day is already built for them. Smart filters stack their leads in strict priority order, so they just work the list from the top down.

• PLA Active: Call the hottest leads first, the ones on the site right now saving properties or viewing listings.
• PLA New: Reach fresh opportunities in their peak interest window, days 1 to 7.
• Conversations: Follow up with leads already in an open dialogue.
• Nudge needed: Catch active leads going cold, no contact in 3+ days, before they slip.
• Prime check: Review your highest-value opportunities against the 7-day follow-up standard.

The system includes 11 specialized filters built to catch what human memory forgets. From orphaned buyers missing property alerts to leads missing an action plan entirely, it surfaces pipeline gaps automatically, so your leadership team doesn't have to police them by hand.

Getting set up is simple. You give us access to your Sierra account, we deploy our pre-built system directly into it, usually in under 24 hours. There's no migration and nothing for you to install. Once it's live, we walk your agents through the new filters, action plans, and tags so they're comfortable from day one.

No. We build alongside what you already have, not on top of it. Nothing gets deleted or overwritten without your sign-off. Before we deploy, we review your current Smart Plans, tags, and routing so the system layers in cleanly. If something you're running is redundant or working against you, we'll flag it and let you make the call. You stay in control of your account the whole way through.

Absolutely. The templates are yours to edit, so swap in your voice, your market, and your offers. The automation logic lives in the action plans and triggers underneath, so changing the words in a text or email won't break the chain. We'll show you exactly what's safe to edit and what to leave alone, so you can make it sound like you with full confidence.

It doesn't interfere with any of them. If anything, it helps. We build Sierra into your command center and connect those tools into it, so the activity they generate actually gets used instead of sitting in separate dashboards. You get the full value of every tool you're already paying for, all working together inside Sierra.