April: Lead Generation & Management

Meeting Resources

• April Task Calendar
• April Management Agenda
• Agent Agenda Template
• April PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
• Email Templates

Learning Sprints

Our 15-minute learning sprints are hyper-focused on the skills agents need to succeed in real estate. Present a new lesson each week, or pick and choose the most relevant topic for your team.

5 Ways to Get More Leads

Explore five techniques for generating quality real estate leads.

Find the Right Real Estate Niche

A real estate niche makes you stand out from the crowd and can help you gain new business. This video explores tips for choosing the right niche for you.

Profitable Lead Generation

Not all lead sources are created equal. During this learning sprint, we explore possible lead sources and how to evaluate your ROI.

• Handout: Lead Source ROI Spreadsheet

Value Exchange Mini-Mastermind

An excellent way for agents to build their prospect lists is to offer consumers valuable information in exchange for contact information. During this mini-mastermind, agents will leverage the wisdom in the room to identify topics and resources that would be of value to potential buyers and sellers. Later, agents can create valuable giveaways to exchange for email addresses or phone numbers.

• PowerPoint Presentation
• Facilitator Instructions
• Notes Handout
• Value Exchange Marketing Example 1
• Value Exchange Marketing Example 2

Monthly Goal Setting

Setting goals regularly is linked to improved performance and success. Each month we guide agents through a quick exercise that helps them set and achieve a personal and professional goal.

• Goal Setting Worksheet

Guest Speakers

• Tips for Using Guest Speakers

Spark Your Business

End your meetings on a positive note! Each month we suggest fun pop-bys and other creative ways to Spark Your Business and build brand awareness.

Easter Sunday, April 9, 2023 (Pop By)

Always ready to help your PEEPS! Give past clients a gift bag with assorted colors of Peeps.  Add a clever tag and insert your business card.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

National Pet Day, April 11, 2023 (Pop By)

I am FUR-ever grateful for your referrals. Surprise your pet-loving SOI with a small gift bag with appropriate pet treats or toys. Add the tag to the outside and insert your business card.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

National World Art Day, April 15, 2023 (Postcard Mailing)

Purchase postcards featuring famous or local artwork. On the back, consider writing something relevant, such as, “April 15 – World Art Day – Inspire Your Heart with Art” or “April 15 – World Art Day – Creativity is Contagious!” or “April 15 – World Art Day – We don’t make mistakes, just happy little accidents (Bob Ross).” Add your name and contact information. The goal is that the postcard is so beautiful that the recipient will save it, giving your marketing a longer shelf life.

Check out famous painting postcards on Zazzle for inspiration.

A Look Ahead

May Sales Meetings: Listing Management

In May, we explore practical systems and techniques for effective listing management that instill confidence in sellers. In addition, we identify essential information to include in a dynamite listing presentation.