How Stephen Took Control of Lead Follow-Up in Surefire

THE CHALLENGE
Stephen needed a faster way to add leads to Surefire and control which lead lifecycle campaign they entered without triggering unwanted automated campaigns.

 

THE SOLUTION: DELLANIE + SUREFIRE
Dellanie helped Stephen create a mobile-friendly internal form to add leads using their name, email, and phone number. A custom status field lets him designate each lead as New Lead or Attempted Contact, directing them into the appropriate lifecycle workflow.

 

THE OUTCOME
Stephen can add leads from anywhere, control their follow-up with one field update, and let Surefire nurture prospects automatically without relying on manual follow-up.

 

WHY IT WORKS
The lifecycle campaign reminds leads to book discovery calls, complete applications, and upload documents, keeping opportunities moving even when Stephen hasn't connected with them initially.
“I’ve had appointments pop up on my calendar with leads I don’t really remember. It’s because they were a lead from three weeks ago that I put ‘attempt to contact’ on, and it just kept following up.” — Stephen Brock

 

THE TAKEAWAY
The right Surefire setup helps you stay consistent, reconnect with leads, and keep opportunities moving without manually managing every follow-up.

 

Want to make your lead follow-up work smarter? Connect with Marketing@tmf.mortgage to explore what's possible in Surefire.