April: Leads

Help your agents develop effective lead generation and management systems.

Learning Sprints

Our Learning Sprint videos (15 minutes or less) 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. Looking for a different topic? Check out the video library.

Agents will discover proven strategies to increase response rates from online inquiries. This session explores essential techniques, including personalized messaging, prompt follow-ups, and persuasive communication that captures client interest. By applying these methods, agents can strengthen engagement, build trust, and convert more leads into loyal clients.

Agents will learn how to select the right geographic farm, implement effective engagement strategies, and track marketing efforts for measurable success.

Farming for Leads Handout

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

Lead Source ROI Spreadsheet

Agents can boost cold lead conversion by crafting effective follow-up strategies. Participating in a Mastermind session enables them to share best practices, experiences, and innovative ideas collaboratively.

Notes Handout

Monthly Goal Setting

Take control of your future by setting goals.  This simple act keeps you motivated, accountable, and focused.  When we write down goals monthly, setting and, more importantly, achieving goals becomes a habit.

Goal Setting Worksheet

Guest Speakers

Guest speakers share their industry expertise, present new perspectives, and provide useful connections. In addition, a new voice offering instruction adds value to your meetings.

AI or Technology Expert

  • How to use AI-powered tools for content creation, lead analysis, and personalized marketing strategies.

Real Estate Coach

  • Insights into building trust, providing value, and nurturing long-term relationships with leads.

Motivational Speaker

  • Strategies for staying motivated and resilient in the face of challenges in the real estate industry.

Agent or Staff

  • Practical tips on creating efficient workflows and delegating tasks to grow a real estate business.
  • Techniques to enhance client experience, leading to more referrals and repeat business.
  • How to use data to identify high-potential leads and tailor marketing efforts.
  • Best practices and tips on successfully leveraging a farm area (geographic or demographic) to grow a real estate business.

Spark Your Business

End your meeting on a positive note! The Spark Your Business marketing suggestions ensure the last thing agents remember from your meeting is that you gave them a simple tool to improve their business immediately.

POP BY TAG Lemonade you with your next RE referral

National Lemonade Day, May 4, 2025 (pop by)

Lemonade you with your next real estate transaction! Create small gift bags with lemonade mix and some fresh lemons. Attach a clever tag and your business card.

Sample tag available from Etsy seller BigTopCreations. Use code SPARK10 for a 10% discount.

Newsletters Square

Spring Newsletter (email or mail)

Spring is a great time to connect with your database and inform them of the latest developments in your local market. Articles should focus on spring maintenance recommendations, a relevant national trend and its impact on the local market, and upcoming summer events.

Sharing this information will help keep you top-of-mind for potential repeat and referral business.

Always conclude your communication with a call to action, such as, “If you need more information about our market, please feel free to contact me. And, if you know someone looking to buy or sell real estate, I would appreciate your referral.”

niche

Real Estate Niche Announcement (email or mail)

Clients trust experts. You can stand out, build trust, and grow your business if you specialize in a real estate niche, like waterfront properties or historical homes. Share your expertise by crafting a letter highlighting your niche, why it’s your passion, and how it benefits buyers and sellers. Target potential clients in your niche—for example, lakeside homeowners for waterfront properties—and watch your reputation and client base grow!

Spill the Tea

International Tea Day, May 21, 2025 (pop by)

May 21st is International Tea Day. Consider doing a pop-by to a few select past clients and sphere of influence contacts. Put together a small gift bag with an assortment of tea, maybe a travel mug branded with your logo, and honey spoons. Attach a clever tag and slide in 2 or 3 of your business cards. Be prepared for a quick chat with a few local real estate stats and local market information.

Sample tag available from Etsy seller StellinaDreams.

Memoriral Day Flag

Memorial Day Marketing, May 27, 2024 

  • Line the parade route or pass out flags at a local parade (be sure to wear branded apparel while doing this)
  • Create a branded Kick-Off to Summer Events Calendar
    • Farmers’ Markets
    • Firework Displays
    • Festivals
    • Arts & Crafts Shows
    • Sidewalk Sales
    • Concerts

A Look Ahead

May: Listings

This May, agents will enhance their listing expertise and strengthen their management and monitoring strategies. They’ll master effective conversations with sellers about unrepresented buyers and BA compensation while refining scripts to confidently engage buyers and uphold their fiduciary duties.

Sales Meeting Toolkits