Understanding Mojo's Lead Management System: Lists vs. Groups

Mojo's workflow is built around a clear distinction between calling lists and groups to efficiently manage your leads.

Core Concepts

• Calling Lists: Contain new, uncontacted leads/properties/contacts
• Groups: Used for categorizing qualified contacts or those with existing relationships

How the Workflow Functions

1. New leads start in Calling Lists
2. Once contact is made, move leads to appropriate Groups
3. Default power dialing flow:
   • Property Calling List → Groups (Hot Lead, Dead Lead, etc.)
   • Calling Lists → Groups (Hot Lead, Dead Lead, etc.)
   • Groups → Groups (Moving between existing groups)

Real-World Applications

Expired Listings Management

• New expired listings automatically populate your Properties calling list daily
• Call and qualify these leads
• Sort them into appropriate groups based on timing and interest
• Example: Leads planning to re-list in late summer go to "Late Summer" group

Geographic Prospecting

• Create calling lists for specific neighborhoods (e.g., West Side)
• Call through the list and categorize based on urgency
• Leads moving in 90 days → "Warm Lead" group
• Leads moving in 30 days → "Hot Lead" group

Sphere of Influence (SOI) Management

• Import SOI contacts into a specific group
• Keep SOI data separate from other lead data
• After contact, leads remain in the SOI group with updated notes
• Schedule regular quarterly calls to maintain relationships

Customization

• No limits on group creation
• Create as many groups as needed based on:
  • Urgency
  • Timeframe
  • Months
  • Years
  • Other categories

Keep an eye out for upcoming explainer videos with additional tips in our tips videos section.