April: Leads

Help your agents develop effective lead generation and management systems.

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.

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

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

Find the Right Niche Worksheet

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.

Agents can boost business by targeting specific areas, cultivating relationships, and becoming the neighborhood’s go-to real estate expert. This learning sprint covers easy-to-implement ideas for real estate farming.

Farming for Leads 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.

Product Experts/Representatives

  • Social media advertising
  • Building an effective real estate website
  • Utilizing CRM systems for lead management
  • Using technology for lead tracking
  • How to analyze data to improve lead generation strategies

Agent or Staff

  • Open houses and events as lead generation tools
  • Hosting community events to attract potential clients
  • Compliance with fair housing laws
  • Best practices for ethical lead generation
  • Attending workshops and conferences

Chamber of Commerce

  • Joining professional associations for networking opportunities
  • Benefits of becoming a member of the local Chamber

Local Business Owner

  • Strategies for generating leads.
  • Value Exchange Marketing ideas and results
  • Partnerships with local businesses for referrals

Google or Social Media Expert

  • Optimizing Google My Business
  • Local keyword strategies
  • Getting positive online reviews
  • Specific platform strategies (e.g., Instagram, Facebook, LinkedIn)

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 5, 2024 (pop by)

Lemonade you with your next real estate transaction! Create small gift bag 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 clients stay and 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.”


Real Estate Niche Announcement (email or mail)

Consumers prefer professionals they perceive as experts. If you focus on a specific real estate niche, create an announcement (email or mail) highlighting your specialty. In your letter, mention your area of specialization, the reason behind your passion, and how your knowledge and expertise will benefit buyers and sellers.

POP BY TAG Special-Tea

International Tea Day, May 21, 2024 (pop by)

You and your referrals are my Special-Tea. Surprise your past clients and SOI with small gift bags containing assorted teas, branded mugs, and honey spoons. Attach a clever tag and a few business cards.

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

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

May content will focus on practical systems and techniques for effective listing management and instilling seller confidence. Learning Sprints will help agents elevate their listing presentations, streamline tracking, and create processes for the entire listing lifecycle.

Sales Meeting Toolkits