Past clients, friends, the people who send you business. Working them on a rhythm of their own is built and is not switched on for anybody.
In testingBuilt, and running in our own testing environment. It is switched off for customer accounts, so you cannot use it yet. Built, and running only in our own testing environment. There is no sphere screen on a customer account and no switch you can flip to get one. It is on this site so you can see where it sits, not because you can use it.
Most of an agent's business comes from people who already know them, and most agents work that list worst of all, because there is no inbox reminding you about somebody you sold a house to four years ago. That is the gap this is meant to close.
Bring the list in from a spreadsheet, with Beverly working out which column is which and showing you the mapping before anything is imported.
Sort people into the kinds of relationship you actually have with them rather than one flat list.
A rhythm of touches that fits the relationship, which is a different thing from a lead follow-up and should never sound like one.
Words to use when asking somebody for a referral, which is the part most people find hardest to write.
Why this one is held back hardestA touch across a sphere reaches a lot of people who trust you personally, and nothing sent can be recalled. So it is the one capability where the preview has to list every single person before anything leaves, and until that has been watched working on real lists it stays where it is.
What you can do today insteadA past client who comes back to you is a lead like any other and everything on the Leads pages applies to them. What is missing is the part that goes out to the people who have not come back.