
Prospecting
Help agents master prospecting, maintain a steady stream of customers, and avoid income peaks and valleys.
- Meeting Planning Resources
- Learning Sprints
- Guest Speaker Suggestions
- Spark Your Business Marketing Ideas
- For ready-to-use video meetings, click here.
Meeting Planning Resources
- March PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
- March Google Slides Presentation
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.
Reconnect with Past Clients
Reconnect with past clients and unlock new opportunities by simply picking up the phone! A personal call allows agents to strengthen relationships, stay top-of-mind, and uncover potential referrals or repeat business.
Agent Role-Play: First-Time Home Buyers Objection Handling
In this interactive training session, agents will be encouraged to think about who makes up first-time homebuyers and better understand effective communication techniques for addressing concerns and building trust.
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.
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.
Real Estate Coach
- How to boost conversion rates.
- Activities that get an agent in front of more potential clients.
Home Inspector / Mortgage Rep
- Best practices for cross-promoting each other’s service, resulting in potential new clients.
Local Business Owner (Think outside the box; what other occupations depend on attracting new clients?)
- Strategies for attracting new customers.
- Social Media prospecting posts—what type of posts work best?
Agent or Staff
- Leveraging Every Door Direct Mail® to reach potential clients.
- How being a Subject Matter Expert (real estate niche agent) has impacted prospecting activities.
- Methods and strategies for identifying and attracting new clients. Examples: door-knocking, direct mail, and online lead generation
- The importance of networking in generating leads and referrals.
- How farming has improved prospecting results.
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.
Photos with the Easter Bunny (Client Appreciation Event)
Hosting client appreciation events, like a photo opportunity with the Easter Bunny at your real estate office, is a fun and engaging way to stay top of mind with past clients. It provides a memorable experience for families, strengthens relationships, and keeps you at the forefront when they or someone they know needs a real estate agent. Events like this create social media buzz as attendees share their photos, giving your brand extra visibility.
Example Invitation: Etsy Seller Tidy Lady Printables
National Pet Day, April 11, 2025 (Pop By)
On National Pet Day, give your past clients a reason to smile with a fun-pet-themed pop-by! Treats or a small toy for their pet show you care and keep you top-of-mind in a meaningful way. Staying connected with past clients is key to repeat and referral business. A well-timed pop-by can spark conversations, create social media buzz, and remind clients why you’re their go-to real estate expert!
Example Gift Tag: Etsy Seller Planned Perfect Design
National World Art Day, April 15, 2025 (Mailing)
Staying in touch with past clients through various means such as email, social media, direct mail, and personal calls keeps you top-of-mind and strengthens long-term relationships. For something unique, consider sending an artistic postcard to celebrate National World Art Day on April 15, offering a creative, unexpected way to stay connected and stand out from typical real estate communications.
Example Postcards: Etsy Seller Bloma Mercantile
Local Market Update (Mail or Email)
Communities are constantly changing and evolving. Now would be an excellent time to reach out to your database contacts and share with them what’s happening in your local market. Include information about new companies, stores, or restaurants recently opened in the area and new construction subdivisions and projects. You might tie in with national trends like the number of new construction starts and inventory availability. Sharing this with your clients will help keep them up-to-date on what’s happening in their local market. Always close your communication with a call to action, such as, “Please call me if you want additional information on our market. And if you know of someone looking to buy or sell real estate, I would appreciate the referral.”
Example Template: Etsy seller RealEstateSimplicity
A Look Ahead
April: Leads
This April, agents will learn actionable strategies to boost lead generation. They will discover how to establish and nurture a thriving geographic farm, gain insights into the ROI of various lead generation methods, and optimize their networking and referral systems for maximum impact.