Understanding Warm vs. Hot Leads

💡 What It Is

Every click, open, or reply means your message is landing. The Sales Board automatically labels your leads as Warm or Hot, so you know exactly where to focus your energy.

Think of these statuses as your built-in guide to turning interest into customers.

---

🎯 Warm Leads: Building Momentum

What Makes a Lead Warm?

1 or more link clicks
3 or more email opens

These are prospects who are curious. They’ve shown interest, but they aren’t quite ready to commit yet.

What To Do

• Wait about two days after their activity before following up.
• Send your SMS follow-up template to re-ignite their interest.
• Optionally send a friendly reminder email.
• If you use Instantly, add Warm Leads into your campaign so they keep hearing from you.
• Calling is optional at this stage — most teams stick with SMS/email until the prospect shows stronger intent.

Warm Leads are all about nurturing. A little patience + consistent follow-up keeps you top of mind until they’re ready. This not only mixes up your follow-up, but also puts your company directly in their feed for organic impressions.

---

⚙️ Hot Leads: Strike While It’s Hot

What Makes a Lead Hot?

• 5 or more email opens with at least 1 link click
• 2 or more link clicks, or
• A positive reply (interest in a quote, estimate, or scheduling)

These prospects are leaning in — they’ve signaled that they’re ready to talk business.

What To Do

• Call them right away. If they don’t answer, leave a voicemail.
• Follow up the next day with a text that highlights their interest.
• Keep the energy alive with 1–2 additional texts over the next few days.
• When you engage, discuss their desired service and reinforce the discount or offer you shared in your first SMS outreach.
  
  

 🧩 Pro Tip

Success loves speed. The faster you act on a Hot Lead, the higher your chances of converting them. Top teams follow up within 24–48 hours and consistently see the best results.

 

---

🙋 FAQs