Complete lead nurture sequences and audience segmentation per Master Blueprint requirements for remarketing automation and personalization
Automatic audience segmentation based on funnel responses and behavior tracking per Blueprint Section 8 requirements.
Immediate action
ACTION: Phone call <5 min
1-3 month timeline
ACTION: Email Day 1 + Call Day 2
Just researching
ACTION: Education email series
Existing homeowners
ACTION: Savings-focused emails
New to homebuying
ACTION: Homebuyer guide series
VA-eligible
ACTION: VA benefits email series
7-touch nurture sequences designed to convert leads across 6-20 brand touchpoints per Neil Patel's optimization framework (Blueprint Section 8).
For leads indicating "Ready Now" with good credit
EMAIL 0: Immediate (Auto-response)
Subject: "Thank You [Name] - We're Reviewing Your Application Now"
Hi [FirstName],
Thank you for completing your mortgage questionnaire! Our team is
reviewing your information right now.
What Happens Next:
• A Nevada mortgage expert will call you within 5 minutes
• We'll discuss your custom loan options
• You'll get pre-approved in as little as 24 hours
Can't wait? Call us now: (702) 696-9900
Best regards,
Valley West Mortgage Team
EMAIL 1: Day 1 (If no contact made)
Subject: "[Name], Let's Get You Pre-Approved Today"
Hi [FirstName],
We tried reaching you earlier about your [LoanType] loan
application. Don't lose momentum - Nevada's housing market moves
fast!
Here's what we found for you:
• Estimated rate: [X.XX]% (based on your credit)
• Monthly payment: ~$[XXX]
• You could save $[XXX] vs renting
[CTA: Schedule Your Call] [CTA: Call Now]
EMAIL 2: Day 3 (Urgency reminder)
Subject: "Last Chance: Your Rate Quote Expires Soon"
Final urgency push with rate lock deadline and success story testimonial
Educational nurture with value-first approach
Day 1: Thank You
Welcome + Process overview
Day 3: Education
"5 Things to Do While You Wait"
Day 7: Social Proof
Success story + testimonial
Day 14: Check-in
"Ready to move forward?"
Day 21: Value Add
Calculator tool / guide download
Day 30+: Monthly
Market updates newsletter
6+ months educational content - build authority and trust
Technical implementation per Blueprint Section 8.3 - Email/CRM Integration
{
"leadId": "uuid",
"timestamp": "ISO8601",
"segment": "hot|warm|nurture|refi|firsttime|veteran",
"leadScore": 0-100,
"answers": {...},
"tcpaConsent": true,
"source": "fhahomeloans.services"
}
CRITICAL REQUIREMENT
All email sequences MUST include unsubscribe links and comply with CAN-SPAM Act. TCPA consent must be verified before any calls/texts. No exceptions per Blueprint compliance requirements.
Savings-focused campaign for existing homeowners
EMAIL 0: Immediate (Auto-response)
Subject: "Your Refinance Savings Estimate is Ready, [Name]"
Hi [FirstName],
Thank you for requesting a refinance analysis! Based on your current
mortgage details, here's what we found:
Your Potential Savings:
• Current Rate: [X.XX]% → New Rate: [Y.YY]%
• Monthly Savings: $[XXX]/month
• Lifetime Savings: $[XX,XXX]
• Break-even: [XX] months
A refinance specialist will call you within 10 minutes to discuss
your custom options.
Can't wait? Call now: (702) 696-9900
Best regards,
FHA Home Loans Refi Team
EMAIL 1: Day 2
Subject: "Still Paying Too Much? Here's How to Save $[XXX]/Month"
Hi [FirstName],
We spoke briefly about your refinance, but I wanted to make sure you
saw these numbers:
If you refinance now, you could put an extra
$[XXX] back in your pocket every month. That's
$[X,XXX] per year!
What Nevada homeowners are doing with their savings:
✓ Paying off credit card debt
✓ Building emergency savings
✓ Home improvements
✓ Vacations & family experiences
[CTA: See My Full Savings Breakdown] [CTA: Schedule Call]
EMAIL 2: Day 5
Subject: "Success Story: How Sarah Saved $47K by Refinancing"
Testimonial-driven email showcasing real Nevada homeowner who refinanced
EMAIL 3: Day 10
Subject: "FHA Streamline: No Appraisal, No Income Docs Required"
Education on FHA Streamline Refinance benefits + CTA
EMAIL 4: Day 15
Subject: "Rates Just Dropped - Perfect Time to Refinance"
Urgency email based on rate fluctuations
EMAIL 5: Day 30+
Subject: "Monthly Nevada Mortgage Rate Update"
Monthly newsletter with rate updates and refi tips
Educational hand-holding for new buyers
EMAIL 0: Immediate
Subject: "Welcome to Homeownership, [Name]! Your Free First-Time Buyer Guide"
Hi [FirstName],
Congratulations on taking the first step toward homeownership!
Buying your first home can feel overwhelming, but we're here to
guide you through every step.
We've created a custom roadmap for you:
✓ FHA loan with just 3.5% down (that's only $[XXX] for a $[XXX]
home!)
✓ Nevada down payment assistance programs
✓ Credit score tips to qualify
✓ Step-by-step timeline
[CTA: Download Your Free First-Time Buyer Guide]
A Nevada homebuyer specialist will call you today to answer any
questions.
Welcome to the journey!
The FHA Home Loans Team
EMAIL 1: Day 3
Subject: "5 Things to Do Right Now to Prepare for Your First Home"
Actionable checklist: review credit, save for down payment, get pre-approved, research neighborhoods, find agent
EMAIL 2: Day 7
Subject: "How Much House Can You Afford in Nevada?"
Affordability calculator + income-to-price guidance
EMAIL 3: Day 14
Subject: "Real Story: How Jessica Bought Her First Nevada Home with 3.5% Down"
Success story testimonial from relatable first-timer
EMAIL 4: Day 21
Subject: "The #1 Mistake First-Time Buyers Make (And How to Avoid It)"
Educational content building trust + authority
EMAIL 5: Day 30
Subject: "Ready to Take the Next Step? Get Pre-Approved in 24 Hours"
Conversion push with easy pre-approval CTA
EMAIL 6: Monthly
Subject: "Your Monthly Nevada Homebuyer Newsletter"
Ongoing education, market trends, success stories
Veteran-focused messaging emphasizing VA benefits
EMAIL 0: Immediate
Subject: "Thank You for Your Service, [Name] - Your VA Loan Benefits Await"
Hi [FirstName],
Thank you for your service to our country. As a veteran, you've
earned one of the best mortgage benefits available: the VA Home
Loan.
Your VA Loan Benefits:
✓ $0 down payment required
✓ No monthly mortgage insurance (PMI)
✓ Lower interest rates than conventional loans
✓ More flexible credit requirements
✓ You could save $[XX,XXX] over the life of your loan
A VA loan specialist (and fellow veteran advocate) will call you
within 10 minutes to verify your eligibility and discuss your
options.
Serving Those Who Served,
The VA Home Loans Team
EMAIL 1: Day 2
Subject: "How to Get Your VA Certificate of Eligibility (COE) in 3 Easy Steps"
Step-by-step guide to obtaining COE + offer to help them get it
EMAIL 2: Day 5
Subject: "VA vs FHA: Why Your VA Benefit is Better (And Saves You $XX,XXX)"
Comparison chart showing VA advantages
EMAIL 3: Day 10
Subject: "Success Story: How Air Force Veteran Mike Bought in Las Vegas with $0 Down"
Veteran testimonial showcasing successful VA loan
EMAIL 4: Day 15
Subject: "Nevada VA Loan Benefits You May Not Know About"
Education on Nevada-specific VA programs and seller concessions
EMAIL 5: Day 21
Subject: "Use Your VA Benefit Before Rates Rise"
Urgency email + CTA to get pre-approved
EMAIL 6: Monthly
Subject: "Nevada Veteran Homebuyer Newsletter"
Monthly updates on VA loan changes, veteran success stories, Nevada military community news
Blueprint Section 8.1 - Pixel Integration & Audience Segmentation by Behavior
Track visitors for Facebook/Instagram retargeting ads per Blueprint 8.1
<!-- Facebook Pixel Code -->
<script>
!function(f,b,e,v,n,t,s)
{if(f.fbq)return;n=f.fbq=function(){n.callMethod?
n.callMethod.apply(n,arguments):n.queue.push(arguments)};
if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';
n.queue=[];t=b.createElement(e);t.async=!0;
t.src=v;s=b.getElementsByTagName(e)[0];
s.parentNode.insertBefore(t,s)}(window,
document,'script',
'https://connect.facebook.net/en_US/fbevents.js');
fbq('init', 'YOUR_PIXEL_ID');
fbq('track', 'PageView');
</script>
Custom Events to Track:
Google Display Network & YouTube remarketing per Blueprint 8.1
<!-- Global site tag (gtag.js) -->
<script async
src="https://www.googletagmanager.com/gtag/js?id=AW-XXXXXXX"></script>
<script>
window.dataLayer = window.dataLayer || [];
function gtag(){dataLayer.push(arguments);}
gtag('js', new Date());
gtag('config', 'AW-XXXXXXX');
</script>
Conversion Actions:
Create custom audiences based on visitor behavior to retarget with tailored messaging
Quiz Abandoners
Started funnel but didn't complete (reached step 3+)
Ad: "Complete your application and see your custom rate"
Calculator Users
Used mortgage/affordability/refi calculator
Ad: "Ready to turn those numbers into reality? Apply now"
Blog Readers (High Intent)
Read 3+ articles or spent 5+ minutes on content
Ad: "Stop researching, start applying - get pre-approved today"
Return Visitors
Visited site 3+ times without converting
Ad: "We've helped 10,000+ Nevada homebuyers - you're next"
FHA Page Visitors
Viewed FHA-specific content
Ad: "Low Credit? FHA loans start at 580 - find out how"
VA Page Visitors
Viewed VA loan content
Ad: "Veterans: Use your $0 down VA benefit now"
Refinance Calculator Users
Used refi calculator specifically
Ad: "Rates are at historic lows - refinance now and save"
Credit Score Article Readers
Read credit-related content
Ad: "Bad credit? We specialize in credit-challenged buyers"
GA4 + Facebook + Google Ads event firing for funnel drop-offs and behavior analysis
// Blueprint Section 8 - Event Tracking // Fire events on quiz
interactions // Quiz Started function trackQuizStart() { gtag('event',
'begin_quiz', { 'event_category': 'engagement', 'event_label':
'funnel_started' }); fbq('track', 'InitiateCheckout'); } // Quiz Step
Completed function trackQuizStep(stepNumber) { gtag('event',
'quiz_step_' + stepNumber, { 'event_category': 'engagement', 'step':
stepNumber }); // Flag abandoners at critical steps if (stepNumber >=
3) { fbq('trackCustom', 'QuizStepHigh', {step: stepNumber}); } } //
Calculator Used function trackCalculatorUsage(calculatorType) {
gtag('event', 'calculator_used', { 'event_category': 'tools',
'calculator_type': calculatorType }); fbq('trackCustom',
'CalculatorUsed', {type: calculatorType}); } // Lead Submitted
function trackLeadSubmission(leadData) { // GA4 Lead Event
gtag('event', 'generate_lead', { 'value': 1000, // Est. lead value
'currency': 'USD', 'lead_type': leadData.segment }); // Facebook Lead
fbq('track', 'Lead', { value: 1000, currency: 'USD', content_name:
leadData.loanType }); // Google Ads Conversion gtag('event',
'conversion', { 'send_to': 'AW-XXXXXX/LeadSubmission', 'value': 1000,
'currency': 'USD' }); } // Phone Click
document.querySelectorAll('a[href^="tel:"]').forEach(link => {
link.addEventListener('click', function() { gtag('event',
'phone_call_click'); fbq('track', 'Contact'); }); });
Blueprint Section 8.5 - Multi-site audience sharing and personalized experiences
Leverage all four sites (FHA, VA, Conventional, Insurance) for unified audience tracking and cross-sell opportunities
FHA Site Visitor → Insurance Cross-Sell
User applies for FHA loan → Retarget with insurance ads on Facebook/Google
"Got a mortgage? Don't forget home insurance - save up to $800/year"
FHA Site → VA Site (If Eligible)
User indicates VA eligibility in funnel → Redirect to VA site or show VA-focused ads
"You qualify for VA benefits - save with $0 down instead"
Conventional Site → FHA Site
User with low credit/down payment → Suggest FHA as better option
"Don't have 20% down? FHA lets you buy with just 3.5%"
All 4 sites use identical tracking pixels:
Facebook Pixel ID: 1234567890
Google Ads Tag: AW-XXXXXX
GA4 Property: G-XXXXXXX
This creates a unified audience pool across all domains. A visitor to FHAHomeLoans.services is automatically added to the same remarketing list as VAHomeLoans.services.
Key Strategy (Blueprint 8.5)
Primary goal: Bring them back to complete the main conversion (loan application). Secondary goal: Cross-sell insurance AFTER loan approval to avoid confusion during primary funnel.
FHA → Insurance
"Just got pre-approved? Protect your new home with Nevada's #1 insurance - get quote"
Insurance → Loan
"Shopping for home insurance but no home yet? We can help you buy - $0 down options"
Any Site → Refi
"Already a homeowner? Check if you can save $XXX/month by refinancing"
Dynamic content based on returning visitors, behavior, and funnel data
// Check if returning visitor const returningVisitor =
localStorage.getItem('fha_visitor'); const lastVisitPage =
localStorage.getItem('last_page'); const quizProgress =
localStorage.getItem('quiz_progress'); if (returningVisitor) { //
Show personalized welcome banner
showWelcomeBackBanner(lastVisitPage, quizProgress); // Pre-fill
form if quiz started if (quizProgress) {
populateFunnelFromStorage(); } } // Track this visit
localStorage.setItem('fha_visitor', 'true');
localStorage.setItem('last_page', window.location.pathname);
// Detect Nevada city/region fetch('https://ipapi.co/json/')
.then(res => res.json()) .then(data => { if (data.region ===
'Nevada') { const city = data.city; // "Las Vegas", "Reno", etc.
// Personalize hero text
document.querySelector('.hero-subtitle').textContent = `Serving
homebuyers in ${city}`; // Show city-specific stats
showCityStats(city); } });
First-Time Visitor:
"Buy a Home with Just 3.5% Down - Fast FHA Approvals in NV"
Returning Visitor (Quiz Abandoned):
"Welcome Back [Name] - Complete Your Application to See Custom Rates"
Returning Visitor (Blog Reader):
"Ready to Stop Researching? Get Pre-Approved in 24 Hours"
Multi-channel strategy to recover leads who started but didn't complete the funnel
If user provided email but didn't complete funnel:
Email 1: 1 hour later
Subject: "[Name], you're one step away from your mortgage quote"
Hey [FirstName],
Noticed you didn't finish - only 1 step left!
[CTA: Complete in 60 Seconds] [Link back to resume]
Email 2: 24 hours later
Subject: "We saved your progress - pick up where you left off"
Reminder with urgency (rates, other buyers moving forward)
Retarget across Facebook, Instagram, YouTube, Google Display:
Facebook/Instagram Ad
"Complete your application and see your custom rate - it only takes 2 minutes"
Image: Clean mockup of funnel completion
YouTube Pre-Roll (15s)
"Still thinking about buying? Nevada homes are selling fast - get pre-approved now"
Google Display Ad
Banner: "Your FHA Loan is Waiting - Complete Application"
// Track quiz abandonment let quizStep = 0; let userEmail = null;
function onQuizStepComplete(step, data) { quizStep = step; // Save
email if provided (usually step 7) if (data.email) { userEmail =
data.email; localStorage.setItem('quiz_email', userEmail);
localStorage.setItem('quiz_step', step); } // Fire event for
remarketing if (step >= 3) { fbq('trackCustom', 'QuizAbandoner',
{step: step, email: userEmail}); gtag('event', 'quiz_dropout',
{step: step}); } } // Exit-intent detection
document.addEventListener('mouseleave', function(e) { if (e.clientY
< 0 && quizStep > 0 && quizStep < 9) { // Show exit popup:
"Wait! Complete your application" showExitIntentPopup(); } });
Blueprint Section 8.7 - Analytics & Conversion Tracking + Lead Quality Scoring
Set up these conversion events in Google Analytics 4 for full funnel visibility
Primary conversion: Funnel completed successfully
gtag('event', 'generate_lead', {
value: 1000,
currency: 'USD',
lead_type: segment,
loan_type: 'FHA'
});
Micro-conversion: User started funnel
gtag('event', 'begin_quiz', {
event_category: 'engagement'
});
quiz_step_3 → Mid-funnel
engagement
calculator_used → Tool engagement
blog_read_complete → Content
consumption
phone_call_click → High-intent
action
scroll_depth_75 → Engagement
metric
Fire ALL conversion pixels on the thank-you page after funnel completion
<!-- Thank You Page: /thank-you --> <script> // Get lead
data from URL params or session const leadData =
getLeadDataFromSession(); // GA4 Lead Conversion gtag('event',
'generate_lead', { value: 1000, currency: 'USD', lead_type:
leadData.segment, loan_type: leadData.loanType }); // Facebook Lead
Event fbq('track', 'Lead', { value: 1000, currency: 'USD',
content_name: leadData.loanType }); // Google Ads Conversion
gtag('event', 'conversion', { send_to: 'AW-XXXXXX/LeadConversion',
value: 1000, currency: 'USD', transaction_id: leadData.leadId }); //
LinkedIn Insight Tag (if using LinkedIn ads) lintrk('track', {
conversion_id: XXXXX }); // Send to CRM webhook
fetch('/api/crm-integration', { method: 'POST', headers:
{'Content-Type': 'application/json'}, body: JSON.stringify(leadData)
}); </script>
Critical Blueprint Requirement
The thank-you page MUST fire all conversion pixels to attribute leads correctly to their source. This ensures Google Ads, Facebook Ads, and GA4 all know which campaigns are driving quality leads.
Automatically score leads based on funnel responses to prioritize follow-up per Blueprint Section 8.3
Intent Urgency
How soon they want to buy/refi
Credit Score
Likelihood of approval
Down Payment Ready
Funds available now
Property Type
Complexity
Real Estate Agent
Already working with agent
ASAP buyer, good credit, funds ready
Action:
⚡ Call within 5 minutes
⚡ Fast-track to senior LO
⚡
Send urgent follow-up email
1-3 month timeline, decent credit
Action:
📧 Email Day 1, Call Day 2
📧 6-touch email sequence
📧
Add to warm lead nurture
Researching, long timeline, building credit
Action:
📚 Educational email series
📚 Monthly newsletter
📚
Drip campaign for 6+ months
function calculateLeadScore(funnelData) { let score = 0; // Intent
urgency (0-30 points) switch(funnelData.timeline) { case 'ASAP': score
+= 30; break; case '1-3_months': score += 20; break; case
'3-6_months': score += 10; break; default: score += 0; } // Credit
score (0-25 points) if (funnelData.creditScore >= 740) score += 25;
else if (funnelData.creditScore >= 700) score += 20; else if
(funnelData.creditScore >= 640) score += 15; else score += 10; // Down
payment ready (0-20 points) if (funnelData.downPaymentReady === 'yes')
score += 20; else if (funnelData.downPaymentReady === 'saving') score
+= 10; else score += 5; // Property type (0-10 points) if
(funnelData.propertyType === 'single_family') score += 10; else if
(funnelData.propertyType === 'condo') score += 8; else score += 6; //
Has real estate agent (0-15 points) if (funnelData.hasAgent === 'yes')
score += 15; else score += 5; // Determine segment based on score let
segment; if (score >= 80) segment = 'hot'; else if (score >= 50)
segment = 'warm'; else segment = 'nurture'; return { score, segment };
} // Usage on funnel submission const leadData = { ...funnelData,
...calculateLeadScore(funnelData), timestamp: new
Date().toISOString(), source: 'fhahomeloans.services' }; // Send to
CRM with score sendToCRM(leadData);
Complete remarketing, personalization & funnel integration requirements verification
Phased rollout to maximize results while maintaining quality
Foundation: Install all tracking pixels and verify firing
Connect CRM/ESP and build email sequences
Launch retargeting ads across platforms
Analyze data, optimize sequences, add cross-sell
KPIs for monitoring Blueprint Section 8 effectiveness
Initial Conversion Rate
Visitors → Leads (funnel completion)
Email Open Rate
Drip campaign engagement
Email Click Rate
CTA clicks from emails
Remarketing CTR
Facebook/Google ad clicks
Abandonment Recovery
% of abandoners who return & convert
Cost Per Lead
Including remarketing spend
Avg Touchpoints
Before conversion (Neil Patel framework)
Lead-to-Close Rate
Hot leads → funded loans
With proper implementation of Blueprint Section 8, expect each dollar spent on remarketing/email to generate $3 in funded loan revenue. Hot leads should close at 35-40%, warm leads at 15-20%, and long-term nurture at 5-10% within 12 months.
Pro Tip: Focus first 30 days on Hot & Warm lead conversion before scaling nurture campaigns. Quick wins build momentum.