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When Is the Right Time to Delegate Your Lead Follow-Up to an ISA?

Delegating tasks in your real estate business can help you scale and make the most of your time, but there’s one task you should approach with caution: lead follow-up. When should you consider hiring an Inside Sales Agent (ISA) to take this off your plate, and when might it hurt your business?

In the video below, I’ll explain the right—and wrong—time to bring in an ISA for lead conversion. Watch now to get the full breakdown, and then continue reading for more insights on growing your real estate team effectively.

1. Evaluate Your Current Process

Before you hand off lead follow-up to an ISA, it’s crucial to assess your own effectiveness. Are you consistently booking appointments when you take the time to call leads? Or do you find yourself spending 45 minutes with little to no results?

If you’re not converting leads effectively yourself, delegating this task might not solve the problem—it could even make it worse. You’ll need to improve your process first, so you can properly train someone else to succeed.

2. Prioritize Lead Follow-Up in Your Schedule

Leads are the backbone of your business, and follow-up shouldn’t be something you do whenever you find time. Set aside dedicated blocks in your calendar specifically for lead follow-up, and make it a routine.

Once you prioritize this task, you’ll likely see more appointments booked—and you might find yourself enjoying it more as you get better results.

3. Delegate the Right Tasks First

If you’re overwhelmed with tasks, there are other areas of your business you can delegate before lead follow-up. Think about administrative work or tasks that don’t require a real estate license. These activities can be handed off to give you more time for the high-value work of converting leads.

Why delegate the task that directly drives your business when you could offload less critical work first?

4. When to Hire an ISA

When you’ve mastered your lead follow-up process but are overwhelmed by the volume of leads, that’s the right time to consider hiring an ISA. At this point, you should have a clear system in place that can be passed on, ensuring your ISA will be just as effective as you are.

5. The Risk of Poor Delegation

Many agents mistakenly delegate lead follow-up too early, only to see their business slow down. If the person handling your leads isn’t as effective as you are, potential clients will slip through the cracks, and your business will suffer. That’s why it’s essential to only delegate lead follow-up when you’re certain your process is strong—and the person taking over can deliver results.


By following these guidelines, you can delegate tasks effectively and grow your business without sacrificing lead conversion. Ready to optimize your process? Visit Agent Lead to Close to learn how we can help you maximize your leads and train your team for long-term success.

If you haven’t already, be sure to subscribe to Agent Inner Circle for more real estate tips and insights!

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