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Combine All Updates Into a High-Performance Daily Routine


Here is a sample 2025 FUB daily workflow for agents:



➡ Morning (9–11 AM)

  • Check Smart Lists

  • Call all hot + active leads

  • Respond to overnight messages

  • Review new lead assignments

  • Update stages + tags



➡ Midday (12–2 PM)

  • Check automations + routing events

  • Respond to emails

  • Review tasks

  • Send CMAs or listing follow-ups

  • Update pipeline notes



➡ Afternoon (3–5 PM)

  • Second calling block

  • Long-term nurtures

  • Follow-up on cold leads

  • Prep for tomorrow’s workflow



➡ Evening (Optional)

  • Mobile check-in for new notifications

  • Quick email or SMS reply

  • Final Smart List review



This routine takes full advantage of all 2025 upgrades.

 
 
 

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