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    Back in the dinosaur days of real estate, a simple Rolodex, populated with the contact information of people in an agent’s sphere, ruled the day in most real estate businesses. 

    As technology advanced from those tiny 2.25-inch x 4-inch Rolodex cards, agents demanded more bells and whistles, which resulted in today’s sophisticated Customer Relationship Management platforms. 

    With the market in flux, it’s a good time for the less-than-busy agent to get to know their CRM and reacquaint themselves with the gold mine it is.

    How about starting a drip campaign to drum up some business?

    One of the best ways to grow your business and stay top of mind with your network is by reaching out to each person consistently over time.

    Many agents swear by their drip campaigns, sending either automated emails or direct mail out to selected contacts in their CRM. However, how frequently you contact these people sits on a fine line between reaching out and spamming. 

    Some experts claim that dripping on these folks once a week is going to eventually get your marketing materials tossed in the trash or blocked from delivery to your contacts entirely – especially if they don’t plan on moving for a year or so. 

    A monthly email is more appropriate – even longer is fine. Just making consistent contact without annoying people is what’s most important.

    You have one chance to lure these recipients into reading your drip campaign, which occurs with your first attempt. 


    The Content Card Series is shown above. To see more designs, Click HERE.


    Depending on your database’s size, you may have to create several focused campaigns. Some of the categories to think about include quick (the operative word here) information for:

    • Homebuyers
    • Sellers
    • Condo buyers
    • FHA or VA buyers

    To stay top-of-mind with past clients, think about sending information on their interests:

    • Gardening
    • Interior decorating and design trends
    • Green living
    • Food
    • Birthday, anniversary, new baby, and other greetings

    The Content Card Series offers many of the topics listed above. Whatever you choose to send, make it count. Wow, them – make the recipients look forward to the next one.

    Face-to-Face

    Sometimes a face-to-face encounter is called for. Many successful agents plan client-appreciation events periodically throughout the year or one splashy annual event.

    One California agent uses her CRM to classify her clients according to how big their sphere of influence is. Those with a huge network of contacts she calls her “A” group and those are the ones she tends to go a bit above and beyond to maintain the relationships. 

    Her preferred method is to never miss their birthday by issuing a lunch invitation for birthday week. Pricey? Perhaps, but memorable and tax-deductible as well.

    Follow up with industry colleagues

    Stick all those people you do business with on a regular basis into your CRM too. Begin building relationships with them by attending networking events or even holding your own for title company representatives, escrow people, lenders, contractors, plumbers, home inspectors, and electricians.

    Client retention is business promotion at its subtlest, and your CRM is the most valuable tool you have right now. 

    While letting people know you value them, you plant a seed that will hopefully blossom into a big, fat pipeline full of referrals.

    Be sure to check out the CRM that we offer to our customers FOR FREE. It allows you to grab contacts from various customer lists, target them with specific marketing meant just for them, and keep historical notes and personal data (i.e., birthdays, family members, home anniversary dates, etc.).

    To check out our FREE Contact Manager, Click HERE.


    PLUS: When you have time…below are some marketing tools to help support your success.

    1. Put Your Real Estate Business a Step Above with Your Own Branded Magazine

    Homes & Life Magazine is a customizable magazine with rich, full-color content and a sharp, professional aesthetic. It includes compelling, direct response-driven articles written by real estate industry experts combined with engaging lifestyle content. Send out Homes & Life Magazine in Just Minutes – No Minimums Required. Or we’ll ship it to you.

    Homes & Life Magazine is the ultimate “Coffee Table Lingerer”! …and it costs less than sending a greeting card!Click Here


    2. The Free 12-Month Done-For-You Strategic Marketing Plan

    The Real Estate Marketing Planner is a powerful 12-Month-Guide that strategically defines what marketing to do and when. Four key market segments include niche Markets, geographic farming, sphere of influence, and past clients. – Click Here

    3. The BusinessBase, SOI building system

    The most effective thing you can do to build a real estate business is to become more visible, more likable, and remembered more often. The BusinessBASE™ not only checks these boxes but is also a business-building machine. In two easy steps, you can begin to build a robust sphere of influence that will provide you a lifetime of repeat business and referrals. – Click Here

    4. The Free Interactive Real Estate Business Plan

    The Free Interactive Real Estate Business Plan allows you to enter your business goals for this year and get a breakdown of how many prospects, listings, closing, and so on are needed to reach your goals.  – Click Here

    5. The Become a Listing Legend Free eBook 

    This image has an empty alt attribute; its file name is Become-A-Listing-Legend-3D-Book-White-274x300.jpg

    Ready to take a vertical leap in your real estate career? If you’re looking for inspiration…and the tools and methods to dominate a market and go to the top in real estate…you’ll find them in this free book. – Click Here


      THE 2023 REAL ESTATE MARKETING PLANNER IS HERE!

      We Just Checked One Important Item Off Your 2023 TO-DO List!

      Creating a Strategic Real Estate Marketing Plan for 2023 – DONE

      With the 2023 Real Estate Marketing Planner, you get:

      • A Weekly breakdown of targeted real estate marketing actions to complete.
      • A monthly calendar color-coded to match weekly action items.
      • Weekly targeted campaign postcard suggestions with clickable links for easy ordering.
      • Monthly holiday mail-by-dates for sending postcards standard class to save money.
      • A monthly list of fun activities to reference when contacting your Sphere of Influence.
      • Monthly holiday observances.
      • Suggested Contact Manager tags for targeted mailing.

      To download your FREE 2023 Real Estate Marketing Planner click HERE!


      PLUS: When you have time…below are some marketing tools to help support your success.

      1. Put Your Real Estate Business a Step Above with Your Own Branded Magazine

      Homes & Life Magazine is a customizable magazine with rich, full-color content and a sharp, professional aesthetic. It includes compelling, direct response-driven articles written by real estate industry experts and engaging lifestyle content. Send out Homes & Life Magazine in Just Minutes – No Minimums Required. Or we’ll ship it to you.

      Homes & Life Magazine is the ultimate “Coffee Table Lingerer”! …and it costs less than sending a greeting card!Click Here


      2. The BusinessBase, SOI building system

      The most effective thing you can do to build a real estate business is to become more visible, more likable, and remembered more often. The BusinessBASE™ not only checks these boxes but is also a business-building machine. In two easy steps, you can build a robust sphere of influence that will provide you a lifetime of repeat business and referrals. – Click Here

      3. The Free Interactive Real Estate Business Plan

      The Free Interactive Real Estate Business Plan allows you to enter your business goals for this year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.  – Click Here

      4. The Become a Listing Legend Free eBook 

      This image has an empty alt attribute; its file name is Become-A-Listing-Legend-3D-Book-White-274x300.jpg

      Ready to take a vertical leap in your real estate career? If you’re looking for inspiration…and the tools and methods to dominate a market and go to the top in real estate…you’ll find them in this free book. – Click Here

      5. The Take a Listing Today Podcast

      Watch the ProspectsPLUS!, Take a Listing Today Podcast for actionable content to help you get more listings. – Click Here


        The one thing few new real estate agents are prepared for is to hit the ground running the minute they hand over their license to a broker.

        Sure, you’ll find lots of information on how to get a license, but zilch about how to productively use that time when you aren’t taking classes or studying for the exam any longer.

        That’s time wasted, and commission checks pushed further into the future.

        Let’s take a look at some of the best ways to prepare yourself to enter the world of real estate, ready to take it on.

        Research and shop for a CRM

        Customer relation management (CRM) will be an ongoing and critical aspect of your business. To make it easier and more efficient, you’ll need CRM software.

        Some of the larger brokerages offer in-house CRM software, but most don’t.

        We offer a free Contact Manager on prospectsplus.com that helps turn your mailing lists into micro-targeted marketing machines. To learn more about how to use this relationship-building customer tool, Click Here.

        Surfing the internet to find reviews of real estate CRMs, I found a couple of sites that might help you get a better picture of CRM options available (for a fee):

        Once you have chosen your CRM and learned how to use it, start loading it with the names, addresses, email addresses, phone numbers, and any other information you know about everyone you know.

        Yup, everyone that is old enough to buy or sell a home.

        Getting this task out of the way up front will streamline your entry into the real estate business, and you’ll be forever grateful that you did it.


        The Photo Introduction Series is shown above. To learn more, Click Here.


        Your first direct mail campaign

        Take all those addresses in your CRM and send each one an announcement of your pending licensure.

        A text-only, simple postcard isn’t going to cut it now that you’re on the threshold of owning your own business. Send out a Photo Introduction postcard and properly introduce yourself to these VIPs who are going to prove invaluable to the growth of your real estate business over the coming years.

        Set up a Facebook business page

        Yes, there are other social media platforms, and some that you may prefer over Facebook. But Facebook is hands down, the best of them for marketing your real estate business.

        So, start with Facebook and work on the others later.

        This is a task you can actually begin on your personal page. Post the image included in your direct mail campaign for starters. Then, when you get your Facebook business page set up, invite your personal page friends to join you there.

        Start engaging with others by visiting their pages and responding to their posts.

        Join Facebook groups. They don’t have to be real estate-related. As long as you’re active and engaging, the groups will help build your follower list.

        You can do a lot to hit the ground running before your license arrives at your broker’s office. Get going. I wish you much success!


        PLUS: When you have time…below are some marketing tools to help support your success.

        1. Put Your Real Estate Business a Step Above with Your Own Branded Magazine

        Homes & Life Magazine is a customizable magazine with rich, full-color content and a sharp, professional aesthetic. It includes compelling, direct response-driven articles written by real estate industry experts combined with engaging lifestyle content. Send out Homes & Life Magazine in Just Minutes – No Minimums Required. Or we’ll ship it to you.

        Homes & Life Magazine is the ultimate “Coffee Table Lingerer”! …and it costs less than sending a greeting card!Click Here


        2. The Free 12-Month Done-For-You Strategic Marketing Plan

        The Real Estate Marketing Planner is a powerful 12-Month-Guide that strategically defines what marketing to do and when. Four key market segments include niche Markets, geographic farming, sphere of influence, and past clients. – Click Here

        3. The BusinessBase, SOI building system

        The most effective thing you can do to build a real estate business is to become more visible, more likable, and remembered more often. The BusinessBASE™ not only checks all of these boxes but is also a business-building machine. In two easy steps, you can begin to build a robust sphere of influence that will provide you a lifetime of repeat business and referrals. – Click Here

        4. The Free Interactive Real Estate Business Plan

        The Free Interactive Real Estate Business Plan allows you to enter your business goals for this year and get a breakdown of how many prospects, listings, closing, and so on are needed to reach your goals.  – Click Here

        5. The Become a Listing Legend Free eBook 

        This image has an empty alt attribute; its file name is Become-A-Listing-Legend-3D-Book-White-274x300.jpg

        Ready to take a vertical leap in your real estate career? If you’re looking for inspiration…and the tools and methods to dominate a market and go to the top in real estate…you’ll find them in this free book. – Click Here

        6. The Take a Listing Today Podcast

        Watch the ProspectsPLUS!, Take a Listing Today Podcast for actionable content to help you get more listings. – Click Here


          A Real Estate Referral List!

          Nearly half of homebuyers surveyed (49%) by the NAR said that the third most important benefit that a real estate agent can provide is “. . .a better list of service providers,” such as a home inspector and other services. (NAR 2022 Home Buyers and Sellers Generational Trends)

          While homebuyers consider this a benefit, the industry understands it as “value-added.”

          Who would’ve thought that something as simple as a list of vendors could be a treasured service? 

          No, it’s not a new service, but it’s become an in-demand one and a way for agents to set themselves apart while offering value to your services.

          It beats a closing gift

          A real estate vendor referral service is the gift that keeps on giving. If set up properly, it brings your brand before their eyes multiple times into the future. It can also benefit you by giving you “touch” opportunities down the line.


          Content Card Series is shown above. To see more, click Here.


          How to put together a real estate vendor referral service list

          Whether you call them vendors or affiliates, the people on your list should be many and varied. Oh, and highly vetted, which we’ll discuss later.

          Let’s take a look at some of the vendors you might want to include on your list:

          • Accountant
          • Appliance repair/installation
          • Carpet cleaner
          • Countertop Company
          • Electrician
          • Flooring installer
          • Garage door installer/repair tech
          • General contractor
          • Handyman
          • Handyman/woman 
          • Home inspector
          • Home warranty company
          • House cleaner
          • Insurance agent
          • Interior designer
          • Landscaper
          • Lenders/mortgage broker
          • Moving accessories
          • Moving company
          • Painter
          • Pest inspector
          • Pet pooper scooper
          • Plumber/HVAC technician
          • Pool Service
          • Popcorn ceiling removal
          • Professional home organizer
          • Property Manager
          • Real estate attorney
          • Roofer
          • Septic Company
          • Stager
          • Tile contractor
          • Title company
          • Trash hauling 
          • Well inspector
          • Window washer

          Luxury agents might want to include:

          • Architect
          • Audio/visual services
          • Engineer
          • Home security systems technician
          • Home watch/Housesitting services 
          • Landscape architect
          • Trust attorney
          Vendor list research

          If you’re just starting a real estate vendor referral service, you’ll need to do some research in your quest to figure out who to include. Start at yelp.com, read reviews, and jot down the names of those you want to interview.

          Join your neighborhood at NextDoor.com. One of the main topics of conversation on the platform is “Who do you recommend for [insert the service].”

          In fact, if you enter any service into the search bar at the top of the page, you’ll find every conversation having to do with it. 

          Finally, ask for recommendations for your real estate vendor referral service from colleagues, family members, and friends.

          Once you’ve compiled a list of names, move on to the Better Business Bureau to check for complaints. 

          Then, ensure that the vendors you’ll interview are licensed and bonded by consulting the appropriate state licensing board’s website.

          This step is very important. “… the Realtor is not responsible for the work of a properly licensed contractor, or pest inspector for that matter. When a Realtor calls a licensed professional, they are doing so only in their capacity as a representative of their client,” according to Tim Jones at DailyRepublic.com.

          Still, consider putting a disclaimer, in writing, on your website.

          Now, you’re ready to interview each candidate. Don’t forget to ask for references. Get the references’ phone numbers and contact each one.

          There’s more to the compilation of this list than meets the eye. Avoiding RESPA violations is tricky, and we’ll cover that in Part II, so be sure to check back soon.


          PLUS: When you have time…below are some marketing tools to help support your success.

          1. Put Your Real Estate Business a Step Above with Your Own Branded Magazine

          Homes & Life Magazine is a customizable magazine with rich, full-color content and a sharp, professional aesthetic. It includes compelling, direct response-driven articles written by real estate industry experts combined with engaging lifestyle content. Send out Homes & Life Magazine in Just Minutes – No Minimums Required. Or we’ll ship it to you.

          Homes & Life Magazine is the ultimate “Coffee Table Lingerer”! …and it costs less than sending a greeting card!Click Here


          2. The Free 12-Month Done-For-You Strategic Marketing Plan

          The Real Estate Marketing Planner is a powerful 12-Month-Guide that strategically defines what marketing to do and when. Four key market segments include niche Markets, geographic farming, sphere of influence, and past clients. – Click Here

          3. The BusinessBase, SOI building system

          The most effective thing you can do to build a real estate business is to become more visible, more likable, and remembered more often. The BusinessBASE™ not only checks all of these boxes but is also a business-building machine. In two easy steps, you can begin to build a robust sphere of influence that will provide you a lifetime of repeat business and referrals. – Click Here

          4. The Free Interactive Real Estate Business Plan

          The Free Interactive Real Estate Business Plan allows you to enter your business goals for this year and get a breakdown of how many prospects, listings, closing, and so on are needed to reach your goals.  – Click Here

          5. The Become a Listing Legend Free eBook 

          This image has an empty alt attribute; its file name is Become-A-Listing-Legend-3D-Book-White-274x300.jpg

          Ready to take a vertical leap in your real estate career? If you’re looking for inspiration…and the tools and methods to dominate a market and go to the top in real estate…you’ll find them in this free book. – Click Here

          6. The Take a Listing Today Podcast

          Watch the ProspectsPLUS!, Take a Listing Today Podcast for actionable content to help you get more listings. – Click Here