Zillow Action Plans for Follow Up Boss

Part of The Zillow Lead Conversion Playbook

Build and optimize Follow Up Boss action plans specifically for Zillow leads. The 10-day speed-to-lead sequence, lifecycle stage transitions, BANT+M qualification triggers, and AI-powered personalization at each step.

The 10-Day Zillow Sequence Structure

The Zillow-specific action plan follows a proven 10-day cadence. Day 1 delivers three contacts spaced 2 hours apart: immediate SMS (under 5 minutes), personalized email (2 hours), and call task (4 hours). Days 2-5 alternate between property match emails, SMS check-ins, market data emails with Federal Reserve stats, and call attempts. Day 6 is a deliberate rest day to prevent contact fatigue. Days 7-10 resume with new listings, timeline-focused outreach, varied call approaches, and a value proposition summary. Each touchpoint serves a distinct purpose in the qualification journey rather than just repeating the same ask.

Lifecycle Stage Triggers

The Zillow action plan integrates with the 11 lifecycle stages. A new lead starts at Stage 1 (New Inquiry) and the speed-to-lead sequence fires. When the lead responds, they move to Stage 3 (Connected) and the plan shifts from outreach mode to qualification mode — the BANT+M scoring begins. If the lead qualifies (Stage 4), the plan transitions to active nurture with property-focused content. If they reach Stage 6 (Showing), automated messaging pauses to avoid cluttering the showing relationship with canned emails. Each stage transition adjusts the action plan behavior automatically rather than running the same sequence regardless of progress.

BANT+M Qualification Integration

As the Zillow lead progresses through the action plan, each interaction opportunity maps to a BANT+M dimension. The Day 2 property match email is designed to surface Budget signals (price range clicks, property type selections). The Day 3 SMS check-in probes Timeline ('When are you hoping to be settled in a new place?'). The Day 5 call script covers Authority ('Will anyone else be involved in the decision?') and Motivation ('What is driving your move?'). The AI tracks which BANT+M dimensions have been assessed and which remain unknown, automatically adjusting subsequent messages to gather missing qualification data.

AI Personalization vs Static Templates

A traditional Follow Up Boss action plan sends the same email template to every enrolled contact. Ace's AI-powered approach personalizes each message using the contact's actual data. Two contacts enrolled in the same Zillow action plan on the same day receive different emails — one referencing condos in downtown they browsed, the other referencing suburban homes with yards. The AI reads the lead's search criteria, property views, engagement pattern, and any prior conversation context to compose messages that feel individually written. This personalization dramatically improves open and response rates compared to static templates.

Optimizing Plan Performance

Ask the AI to audit your Zillow action plan: 'What is the response rate at each step of my Zillow 10-day sequence?' The AI analyzes which days and channels generate the most engagement and where leads drop off. Common findings: Day 1 SMS gets the highest response rate, mid-sequence emails see declining opens, and Day 8 timeline-focused SMS often re-engages leads who went quiet. Use these insights to adjust your sequence — move high-performing touchpoint types earlier, replace low-performing steps with different approaches, and fine-tune the cadence timing based on your specific lead behavior.

Frequently Asked Questions

Should I create a separate action plan for Zillow leads or use a general new lead plan?

Create a dedicated Zillow plan. Zillow leads have distinct characteristics — they are often earlier in their search journey, may have submitted to multiple agents, and respond best to property-specific content. A general new lead plan designed for referrals or website leads will not perform as well for Zillow's unique lead profile. The 10-day sequence is specifically calibrated for Zillow lead behavior patterns.

How do I handle Zillow Flex leads differently from Premier Agent leads?

Flex leads often have stricter response time requirements from Zillow and may be higher intent since Zillow pre-screens them. You can create a Flex-specific variant of the action plan with a tighter Day 1 cadence (first SMS under 2 minutes instead of 5) and more aggressive qualification pace. The AI can identify lead source details from Follow Up Boss to automatically route Flex vs Premier Agent leads to the appropriate plan variant.

What happens when a lead responds mid-sequence?

When a lead responds to any touchpoint in the sequence, the automated plan should pause and you take over the conversation personally. After your personal interaction, you can either resume the plan at the next step (if the lead needs continued nurture) or graduate them to the next lifecycle stage with a different action plan. The AI helps manage this transition: 'The Rodriguez lead responded to my Day 3 SMS. Pause their Zillow sequence and move them to the Connected stage.'

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