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Relationship Marketing Insights with REALTOR Maggie Dokic

By Julie Escobar

Through every conceivable type of market, one thing has always held true in our industry:  it’s a people business.  Call it what you will, mdokicsq-1sphere of influence or book of business, it is the process of staying connected and nurturing those relationships that will garner agents the highest potential for new business and referrals year after year and allow them to stay out of the “where is my next commission coming from” cycle.

To talk about why this is so important, I sat down with long-time ProspectsPLUS! Customer Maggie Dokic to find out what she’s learned through the years.

This is an excerpt from our interview:

Q:  Maggie, can you first tell our readers a little about yourself?

A: I’m a broker owner of a small real estate brokerage in Miami. I am technically a “competing” broker but only because I do sell to my own clients, not because I compete with my agents for business. We all lead generate and create our own business.

Q:  You’ve grown your team and your business considerably through the years, what do you think are the key components to building a solid book of business?

A: Fostering relationships with those who know you and staying in touch with past clients. It’s a known fact that it costs considerably more to get one new client than it does to stay in touch with one you already have. It makes financial sense to do so, plus it’s a natural extension of my personality to stay in touch with past clients!

Q: How important is marketing for you in terms of staying competitive and driving new leads?

A: Whether you’re marketing yourself or your brand, it’s important to ALWAYS be marketing. If you’re not?  Someone else is.

Q:  What ProspectsPLUS! marketing tools are you a big fan of and why?

A: I love the Just Listed postcards and how quickly they can be ordered. I’ve also really been wanting to try the new Market Dominator mailing. It looks amazing. I’ve had a challenging year this year due to personal responsibilities which have prevented me from expanding my real estate business. But it’s on my radar and as soon as my schedule settles down a bit, I’ll be looking into it further.md-nov

Q:  How often do you stay in touch with your sphere of influence?

A: On average it’s at least once a month with a scheduled email, but in reality probably more than that because much of my sphere I see in person either at church or personal events. And a large portion of my sphere is also connected on social media such as Facebook so I connect there as well.

Q:  What activities in your marketplace do you do consistently to support your marketing efforts?

A: Facebook ads for our new listings, open houses, and just listed/just sold postcards.  They all work to drive extra traffic to our site and phone calls.

Q:  Do you have a niche that you specialize in?

A: I’m a firm believer that it’s best to be a specialist and not a generalist. It dilutes your efforts if you try to be all things to all people. That said, my only niche is probably geographical in that I won’t go all over the county for business. I prefer to refer it to one of my agents or a colleague if it’s “too far” for me. Also I do not do commercial real estate, although I have agents who do. I personally prefer to concentrate on residential real estate only.

Q:  What advice do you have for fellow agents eager to create a strong foundation and career longevity?luxury cards

A: Real estate is about lead generation. If you don’t generate new business, you can’t expect to make it through the long haul. Pick at least three lead generating systems and stick to them. For example: Just Listed/Just Sold postcards are a great way to market you, your brand, and your listings.  Staying in touch with your sphere should definitely be another must-do.  ProspectsPLUS.com provides a whole spectrum of marketing tools to stay top of mind with your sphere, without breaking the budget.  And once you’ve sent those mailers?  Pick up the PHONE. It’s the least expensive, and most effective thing you can do. It’s a lot easier calling someone you know rather than a FSBO who doesn’t know you and is likely annoyed at all the agents calling her! Not to say FSBOs aren’t a good source of new business – they are!   

I would also say to focus on one thing at a time and don’t be a secret agent. This is Real Estate 101. Reach out to those who know you and like you, and let them know you’re in the business (or remind them you’re still in the business). People prefer to work with someone they know, like and trust and that’s where you gain the upper hand. Make sure your contacts know you are there for them. And be genuine in your approach. My monthly mailings remind them I’m in real estate. My phone calls, texts, Facebook posts and note cards are short, sweet, about building the relationship – and NOT about real estate are always appreciated. When you do all of these things – when they are ready to list or sell or know someone who is, I know they will remember I’m the real estate professional for them.

Q: You’ve also used a lot of Every Door Direct Mail™ while growing your business – what made you make communitynewsnovthumbsfront4that decision?

A: The cost of EDDM made me realize it was a smart business decision. Knowing that I could reach about three times the number of people for the same cost was a no-brainer. We once mailed to 1,002 homes and the day after the mailers were delivered I received my first call from a homeowner considering selling.

Q:  How can readers reach you if they’d like to send a referral your way?

A: We’re available at www.SpecialMiamiHomes.com and info@SpecialMiamiHomes.com.

Thank you so much Maggie.  We appreciation your generosity in sharing your experience!  You’re terrific and we wish you all the very best.

Want to learn more about driving your business forward, staying top of mind, and growing your referral base? Head over to our Master Marketing Schedule for a steady stream of tools, tips, techniques and ideas.

Need help getting started? Contact our team at 866-405-3638.  

 

    Because growing your business shouldn’t mean working yourself into the ground.

    If you’ve ever ended the day feeling busy but not productive, you’re not alone. Many agents confuse activity with momentum. The truth is, you don’t need 10-hour days to fill your pipeline—you need 3 focused hours built around consistency, value, and connection.

    This plan helps you create meaningful outreach, build visibility, and generate real listing opportunities without burnout.


    The 3-Hour Workday Prospecting Plan
    🕐 Hour 1: Connection & Personal Outreach

    Your first hour sets the tone for the day—real conversations with real people.

    Goal: Build relationships, not just contact counts.

    Action Steps:

    • Pick 10–15 homeowners from your farm or sphere.

    • Send personalized messages or texts like:

    “Hi {{first_name}}, I just wanted to wish you a great start to the season! If you’ve been curious how home values are trending in {{city}}, I’d be happy to share a quick local snapshot.”

    or

    “Hey {{first_name}}, with the new year around the corner, I’m putting together short market updates for neighbors in {{neighborhood}}—would you like one?”

    Scheduled Farm Campaign shown above. Learn More.

    Pro Tip: Use your CRM or spreadsheet to mark who responds and note when to follow up next week.


    🕑 Hour 2: Marketing That Works While You Don’t

    This is your automation hour—where systems do the heavy lifting.

    Goal: Stay visible every month without daily effort.

    Action Steps:

    • Launch or schedule your Farm Campaign so postcards go out automatically.

    • Pick one of these high-performing campaigns:

      • Holiday Market Update Postcards

      • Home Value Series

      • Listing Inventory Builder

    • Add QR codes linking to your online home-value tool or free guide.

    • Use the same messaging across email or social for brand consistency.

    📈 Agents who combine automated mailings with personal outreach average 2–3× more homeowner responses than agents relying on one channel alone (RealOffice360, 2024).

    Sample postcard copy:

    Headline: “Thinking About Moving in 2025? Let’s Find Out What Your Home Could Sell For.”
    Body: “Home values in {{neighborhood}} are shifting fast. I’d love to send you a quick, no-pressure market update customized for your address. Just scan the QR code to get started.”


    🕒 Hour 3: Review, Reflect & Refocus

    The final hour is where you measure results and set up tomorrow’s wins.

    Goal: Track progress and optimize effort.

    Action Steps:

    • Log who engaged or replied to your outreach.

    • Record how many postcards or emails went out this week.

    • Schedule your next call, text, or touchpoint for each contact.

    • Adjust your messaging based on what worked best.

    Pro Tip: Track one metric—meaningful conversations per week. That number predicts your listings far better than hours spent.


    🧾 Your 3-Hour Workday Prospecting Worksheet
    Time Task What to Track Notes
    9:00–10:00 AM Personal outreach (calls, texts, handwritten notes) # of meaningful contacts made Schedule follow-ups
    10:00–11:00 AM Launch/maintain marketing campaigns Campaigns active, postcards sent Align with blog/email themes
    11:00–12:00 PM CRM review & goal tracking # of engaged leads, follow-ups booked Plan next-day outreach

    Daily Reminder:
    ✔️ Focus on quality conversations over quantity
    ✔️ Stay visible through automated mailings
    ✔️ Track results to compound success


    You don’t need marathon prospecting sessions—you need a repeatable rhythm.
    Three focused hours a day can build more momentum than three unfocused days a week.

    If you’d like an easier way to stay consistent, schedule a Farm Campaign or Sphere of Influence Mailing through ProspectsPLUS!. We’ll handle the monthly outreach so you can focus on what matters most: conversations, closings, and your clients.

    🎯 Set Up Your Automated Farm Campaign →

    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 Free 2025 Q4 Real Estate Marketing Guide

    Kickstart 2025 with our Quarterly Real Estate Marketing Guide to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! – Click Here

    3. The Free Interactive 6-Month Real Estate Business Plan
    The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

      Why Past Clients Are Your Best Referral Source

      As the year comes to a close, many agents shift focus to wrapping up deals. But some of the most valuable business opportunities are waiting in your sphere of influence (SOI)—the past clients, friends, and neighbors who already know, like, and trust you.

      According to NAR, 36% of sellers find their agent through a referral from friends or family, and 67% of repeat business comes from SOI relationships. With gatherings, holiday conversations, and family visits, the final months of the year are prime time for referrals.


      Step 1: Personal Check-Ins

      Start with simple, personal outreach. A quick call or text to past clients can both strengthen relationships and spark natural referral conversations.

      Sample script:
      “Hi [Name], just wanted to wish you and your family a wonderful holiday season! If you hear of anyone thinking about moving in the new year, I’d love to help them the way I helped you.”

      These touches show you care and subtly remind clients you welcome referrals.


      Step 2: Tangible Marketing Touches

      Consistency is key. While phone calls are personal, you also need visible, professional touches that keep your name in front of your SOI. This is where postcards shine—tangible, memorable, and shareable.

      Our Referral Postcard Series is designed to do the asking for you with messages like:

      • “I’m never too busy for your referrals.”

      • “A referral from you is the highest compliment I can receive.”

      These postcards spark conversations that naturally lead to introductions—without feeling pushy.


      Step 3: Structured Cadence

      To maximize impact, build a simple campaign rhythm:

      • 1 personal call or text per past client before year-end.

      • 1 postcard drop (referral-focused) to reinforce your message.

      • 1 social media post thanking clients for referrals, which shows gratitude and reminds your network you value introductions.

      This three-step cadence keeps you top-of-mind and positions you as the go-to agent as soon as real estate comes up in conversation.


      Step 4: Express Gratitude

      Referrals grow when clients feel appreciated. A small gift, handwritten note, or public thank-you goes a long way in showing you don’t take their trust for granted.


      Ready to Spark Referrals Before Year’s End?

      Your past clients already trust you—now’s the time to remind them you’re ready to serve their friends and family too.

      👉 Explore our Referral Postcard Series today and make it easy to stay top-of-mind when clients are gathered with loved ones.

      Get Referral Postcards Now →


      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 Free 2025 Quarterly Real Estate Marketing Guide

      Kickstart each quarter with the Quarterly Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! –Click Here

       

      3. The Free Interactive 6-Month Real Estate Business Plan

      The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

        Market Slowdown Doesn’t Stop the Best

        Mortgage rates are hovering near 7%, and U.S. existing-home sales just hit their slowest pace since 2009. But while many agents pull back, the top 10% are doubling down—and closing faster than ever.

        Offer Creative Financing Solutions

        Elite agents aren’t waiting for lower rates. They’re offering buyers tools like rate buydowns, seller concessions, and assumable mortgages to keep deals moving.

        Get Hyperlocal and Stay Visible

        With a 31.5% increase in inventory year-over-year, generic marketing won’t cut it. Top agents position themselves as neighborhood experts through hyperlocal insights and direct mail.

        Sphere of Influence postcards are shown above. To see more, Click Here.

        Rework Your Database Outreach

        The best agents know: listings come from relationships, not just leads. They’re combing their CRMs for aging contacts, past clients, and warm leads to re-engage.

        Sell Value, Not Just Property

        Top agents use every touchpoint—listing appointments, social media, mailers—to reframe the narrative. “Yes, rates are high—but here’s how we preserve your equity and timing.”

        The following are five action steps you can take to help bring in new listings in a high-interest rate market.

        Action Step: Set up a 3-email reactivation campaign titled “Is This Your Year to Move?” with a CTA to book a 15-minute check-in.

        Action Step: Launch a monthly postcard or newsletter with ZIP-specific market stats, homeowner tips, and a personal market take.

        Action Step: Partner with a local lender and build a “Smart Buyer Toolkit” that includes rate options, affordability calculators, and monthly cost comparisons.

        Action Step: Update your listing presentation and marketing materials to highlight buyer demand, negotiation strategies, and cost-saving tactics.

        Action Step: Audit your current listing strategy—are you adapting to today’s buyer fears and financial concerns?

        When others retreat, leaders adapt. Don’t let interest rates become an excuse—let them become your edge.


        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 Free 2025 Quarterly Real Estate Marketing Guide

        Kickstart each quarter with the Quarterly Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! –Click Here

        3. The Free Interactive 6-Month Real Estate Business Plan

        The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

          When listing their home, most homeowners don’t choose the agent with the flashiest business card—they choose the one who is already marketing in their neighborhood.

          Why? Because familiarity builds trust, and trust gets listings.

          Here are three compelling reasons homeowners consistently choose the agent who markets first—and how you can become that agent.

          1. Visibility Builds Credibility

          Homeowners feel more confident hiring someone they’ve “seen around.” A postcard, newsletter, or door hanger—received consistently—plants the idea that you’re active and thriving.

          Action Step: Send at least one branded marketing piece monthly to your geographic farm or sphere of influence. The Market Dominator Trifold is the ideal stand-out piece.

          2. Early Marketing Establishes Authority

          When you’re the first to educate a homeowner—whether about market trends, home value, or selling tips—you become the authority they turn to.

          Action Step: Utilize our direct response reports, such as “From Prep to Sale” or 5 Fastest Ways to Build Home Equity,” as valuable educational resources and distribute them via direct mail or email opt-ins.

          3. Trust is Built Over Time, Not Overnight

          Most people don’t decide to sell overnight—and they don’t choose their agent overnight, either. The agent who shows up first and stays consistent earns the most mindshare when it’s finally time to list.

          Action Step: Start a 90-day marketing plan that includes postcards, follow-up calls, and social proof like Just Listed/Just Sold results. Download our Q2 Real Estate Marketing Guide for weekly suggestions and action steps throughout the second quarter of this year.

          The first agent to show up is often the first agent called. Start marketing now—before your competition does—and be the name homeowners remember when it matters most.


          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 Free 2025 Q1 Real Estate Marketing Guide

          Kickstart the second quarter of 2025 with our 2nd Quarter Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! –Click Here

           

            Top-producing agents know that marketing a listing isn’t just about selling one home—it’s about generating momentum.

            Every listing you promote becomes a magnet for future deals when done right. In fact, with the right approach, a single listing can lead to three or more new opportunities: a buyer lead, a nearby homeowner thinking of selling, and a referral.

            Lead #1: The Active Buyer

            Buyer inquiries from listing promotions often lead to new client relationships. Even if the original home isn’t the right fit, many buyers are still in the market—and your marketing becomes their first impression of your brand.

            To turn these inquiries into long-term clients, agents should respond quickly and professionally to every lead—speed matters. Be prepared with alternative property suggestions and invite buyers to personalized home tours.

            The Just Listed Color Series is shown above. To see more, Click Here.

            Use open house sign-ins to grow your database and follow up with a thank-you text or email. Stay connected with valuable touchpoints like local market updates or new listing alerts to keep the relationship warm and top-of-mind.

            Lead #2: The Watching Neighbor

            Curious neighbors are always watching. Open houses, Just Listed/Just Sold postcards, and yard signs position you as the active, visible expert in the neighborhood. That visibility often results in listing appointments from nearby homeowners who are “thinking about selling.”

            Agents should take a proactive approach to cultivating these opportunities. They can personally invite neighbors to open houses with a quick knock-and-drop flyer or follow up with “Sorry We Missed You” postcards.

            Use door hangers or neighborhood market update mailers to stay top-of-mind. After the sale, a well-timed Just Sold postcard reinforces your success and builds credibility. The more touchpoints you create, the more likely neighbors will think of you when it’s time to sell.

            Lead #3: The Silent Referrer

            A well-marketed listing powerfully demonstrates your professionalism and consistency—qualities that resonate with your entire sphere of influence. When past clients and prospects see your high-quality, branded marketing in action, it reinforces their trust in you, which often leads to referrals.

            To strengthen that connection, send your Just Listed and Just Sold postcards to your sphere—not just the neighborhood—so they can see your success in motion.

            Multiply Your ROI

            Your marketing ROI multiplies when you treat each listing as a lead-generation tool. It’s not just about selling one home; it’s about building your pipeline.


            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 Free 2025 Q1 Real Estate Marketing Guide

            Kickstart the second quarter of 2025 with our 2nd Quarter Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! –Click Here

             

             

            3. The Free Interactive 6-Month Real Estate Business Plan

            The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

              Success in real estate doesn’t happen overnight—it results from consistent effort, relationship-building, and innovative marketing.

              The most successful agents don’t rely on luck; they follow proven systems that keep them top-of-mind, nurture their leads, and generate repeat business.

              In a competitive industry, those who stay consistent create a steady pipeline of referrals and long-term clients.

              How to Stay Consistent & Grow Your Real Estate Business

              Follow Up Regularly80% of sales happen after at least five follow-ups, yet most agents stop at one or two.

              Don’t let warm leads go cold—stay in touch through calls, texts, emails, and direct mail. A friendly check-in can turn a hesitant prospect into your next transaction.

              Create a Marketing Schedule – Agents who succeed in any market stick to a schedule.

              The Looking For Listings Campaign is shown above. To see more, Click Here.

              Plan your direct mail, social media, and email campaigns in advance to maintain a steady presence and ensure you’re reaching your audience before they’re ready to buy or sell.

              Engage Your Sphere of Influence66% of real estate business comes from referrals, yet many agents neglect their past clients.

              To stay connected, send thank-you cards, home anniversary postcards, and market updates. Your past clients are your greatest marketing asset—nurture those relationships!

              Provide Value to Homeowners – Position yourself as the go-to resource for market insights.

              Share home value reports, market trends, seasonal homeowner tips, and real estate advice that builds credibility and keeps your name in front of clients.

              Stay Active in Your Community – Real estate is built on trust and visibility.

              Attend local events, sponsor community initiatives, and host homebuyer or seller workshops. When people see you actively involved, they’ll think of you when they need an agent.

              Pro Tip: Automate for Success

              The key to consistency is automation. Set up a scheduled postcard campaign to stay engaged without the stress of last-minute marketing.


              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 Free 2025 Q1 Real Estate Marketing Guide

              Kickstart 2025 with our First Quarter Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! –Click Here

               

               

              3. The Free Interactive 6-Month Real Estate Business Plan

              The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

                January is the ideal time to kick-start your real estate business for the year. While winter might seem like a slower season, strategic marketing efforts can help you generate leads, build connections, and position yourself for success.

                Use this winter marketing checklist to make the most of January and maximize your leads.

                1. Update Your Online Presence
                Start the year fresh by updating your website and social media profiles. Highlight current listings, update market data, and add seasonal content to engage your audience.

                2. Leverage Direct Mail Scheduled Campaigns
                Reach out to your farm area with a scheduled postcard campaign. Include helpful homeowner tips with the Content Card scheduled campaign and stay connected to your community month after month without effort.

                Avoidable Pitfalls Scheduled Campaign is shown above.

                3. Create Valuable Content
                Share blogs, newsletters, or videos featuring winter home maintenance information, market trends, and community updates. Providing value builds trust and keeps your name in front of potential clients.

                4. Host a Winter Giveaway or Event
                Engage your audience by organizing a winter-themed giveaway or sponsoring a local event. A free consultation, a home staging guide, or a gift card can attract attention and encourage leads to connect with you.

                5. Follow Up with Past Clients and Prospects
                Reach out to your sphere of influence with personalized messages. A quick call, email, or postcard wishing them a Happy New Year can rekindle relationships and generate referrals.

                6. Plan for Spring Early
                Begin strategizing for the spring market by identifying potential sellers and building your pipeline. The work you do now will pay off in the busy months ahead.

                With this checklist, you’ll set yourself up for a productive January and position your real estate business for a strong year.


                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 Free 2025 Q1 Real Estate Marketing Guide

                Kickstart 2025 with our First Quarter Real Estate Marketing Guide, designed to help you achieve your real estate business goals. Packed with tools like a goal-setting sheet, monthly insights, tailored task lists, and marketing recommendations, this free guide is your ultimate resource for success—download it today for FREE! – Click Here

                3. The Free Interactive 6-Month Real Estate Business Plan

                The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

                  As the year draws to a close, real estate agents must start organizing their finances to maximize tax savings and ensure a smooth filing process.

                  Here are five tax tips to help you prepare and reduce potential liabilities:

                  1. Track Your Deductions: Account for all deductible expenses throughout the year. This includes marketing costs, office supplies, vehicle expenses, client gifts, and continuing education fees.

                  Use an expense-tracking app to keep all receipts and records in one place, making it easier to file when the time comes.

                  2. Maximize Retirement Contributions: Contributing to a Simplified Employee Pension (SEP) IRA or other self-employed retirement plans can help lower your taxable income while boosting your retirement savings.

                  Before the year’s end, ensure you’ve made the maximum allowable contributions to take full advantage of this deduction.

                  The Holiday Scheduled Campaign is shown above. To learn more, Click Here.

                  3. Review Your Home Office Deduction: You may be eligible for a home office deduction if you work from home.

                  This includes a portion of your rent or mortgage, utilities, and insurance. Ensure that your home office meets IRS criteria—it must be used exclusively and regularly for your business.

                  4. Prepay Business Expenses: Consider paying for next year’s expenses now.

                  This could include office supplies, marketing materials, or even professional memberships. By paying these expenses in advance, you can reduce your taxable income for the current year.

                  5. Consult with a Tax Professional: Tax laws are complex and frequently change. Consulting with a tax professional who works with independent contractors or real estate professionals can help identify deductions and credits you may otherwise miss.

                  By proactively managing your tax strategy, you can confidently close out the year and set yourself up for financial success in the new year.


                  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 Free 6-Month Done-For-You Strategic Marketing Plan

                  The Real Estate Marketing Planner is a powerful 6-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 Free Interactive 6-Month Real Estate Business Plan

                  The Free Interactive 6-Month Real Estate Business Plan allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

                    As the year winds down, real estate agents often find themselves uniquely positioned to reflect on the past months. Evaluating your wins and lessons learned is not just beneficial—it’s essential for growth and future success. Taking the time to assess your achievements and areas for improvement helps refine your strategy, set more precise goals, and build a more sustainable business.

                    Celebrate Your Wins

                    The Tri-fold Market Dominator is shown above. To learn more, Click Here.

                    Start by recognizing your successes. Whether you closed a record number of transactions, expanded your network, or mastered a new marketing tool, every win counts. Reflect on what you did well and identify the factors contributing to your success. Did a specific marketing campaign resonate particularly well? Were you more active in community events? Pinpoint these positive drivers and plan to replicate or scale them next year.

                    Identify Lessons Learned

                    The real estate market is dynamic and full of challenges. Reflect on the tough deals that didn’t close, marketing tactics that fell flat, or client relationships that could have been stronger. Be honest with yourself: what could you have done differently? Identifying these areas will help you make informed changes, such as investing in new skills or technology or adjusting your communication approach with clients.

                    Adjust Your Strategy

                    Use your reflections to recalibrate. Note what you’ve learned and how it can shape your approach for the upcoming year. Set specific, actionable goals that build on your wins and address your growth areas. This strategic planning ensures that you’re not just reacting to market changes but proactively positioning yourself for success.

                    Reflecting on your year as a real estate agent enables you to grow, improve, and thrive. Celebrate your wins, learn from your challenges, and enter the following year with a refreshed outlook and clear strategy.


                    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 Free 6-Month Done-For-You Strategic Marketing Plan

                    The Real Estate Marketing Planner is a powerful 6-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 Free Interactive 6-Month Real Estate Business Review

                    The Free Interactive 6-Month Real Estate Business Review allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

                      Homeowners constantly seek insights into their property’s value and market trends. By sending postcards featuring local market statistics, you establish yourself as the go-to expert in your community.

                      This positions you as a knowledgeable resource, making it more likely that homeowners will turn to you for real estate services.

                      Build Trust and Engage Your Audience

                      Providing local market data builds trust. Homeowners appreciate receiving valuable, relevant information rather than promotional material.

                      When they see accurate statistics from an agent, it reinforces your credibility and showcases your commitment to transparency.

                      The Local Real Estate Stats Series is shown above. To learn more, Click Here.

                      Over time, this trust grows, and you become the agent they think of first when they need professional advice or services.

                      Generate Leads and Stay Top-of-Mind

                      Consistently sending out postcards with market insights keeps you on the radar of potential clients. Even if homeowners aren’t ready to sell now, your consistent engagement means they’ll remember you when the time comes to list.

                      Including a clear call-to-action on these postcards, such as a free consultation offer or a link to sign up for a detailed market report, can stimulate new leads and inquiries.

                      Easy and Effective Marketing

                      Unlike digital marketing, postcards are tangible, eye-catching, and don’t get lost in an inbox.

                      Recipients are likely to glance at or even read a well-designed postcard, especially when it contains compelling, relevant information about their neighborhood. This means your message is more likely to be seen and remembered.

                      Sending postcards with local market statistics is an effective way to position yourself as a knowledgeable expert, foster trust, and generate leads.

                      This simple strategy ensures you remain top-of-mind with homeowners and builds the foundation for future business.


                      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 Free 6-Month Done-For-You Strategic Marketing Plan

                      The Real Estate Marketing Planner is a powerful 6-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 Free Interactive 6-Month Real Estate Business Review

                      The Free Interactive 6-Month Real Estate Business Review allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here

                        Building trust and recognition within your community is essential for long-term success as a real estate professional.

                        One simple yet powerful way to establish and reinforce your presence is to send 100 holiday postcards to homes within a 10-mile radius of where you live.

                        Here are four ways this strategic outreach can stimulate new leads and listings:

                        1. Personal Touch Builds Trust Holiday postcards are more than just marketing materials; they are a genuine way to connect with your community.

                        Wishing your neighbors warm holiday greetings positions you as a friendly, relatable figure rather than just another agent. This approach fosters goodwill, reminding them that a knowledgeable and approachable real estate expert is nearby.

                        2. Introduce Yourself as the Local Expert Many homeowners may not know that a real estate professional lives just down the street. By sending a holiday card, you introduce yourself and share that you’re not just a neighbor but an expert ready to assist with real estate needs.

                        This subtle introduction plants the seed for future interactions and encourages neighbors to reach out when they need guidance on buying or selling.

                        The Holiday Scheduled Campaign is shown above. To learn more, Click Here.

                        3. Stand Out from the Competition In the digital age, physical mail still holds an exceptional value.

                        A well-designed holiday postcard with a friendly photo and a personalized note helps you stand out from the flood of online advertisements.

                        When homeowners see your face and read your greeting, it’s a memorable touch that makes you their top-of-mind contact for real estate needs.

                        4. A Soft Way to Market Services Including a simple line, such as “Your neighborhood real estate expert wishing you a wonderful holiday season!” ensures that recipients know what you do without feeling like they’re being marketed to.

                        This non-intrusive approach invites curiosity and opens the door for conversations about their future real estate plans.

                        Sending 100-holiday postcards to your surrounding neighborhood is a practical, personable, and strategic way to build connections, establish credibility, and stimulate leads.

                        This simple investment in seasonal outreach could yield long-term relationships, referrals, and new listings, making it a win-win for your business.


                        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 Free 6-Month Done-For-You Strategic Marketing Plan

                        The Real Estate Marketing Planner is a powerful 6-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 Free Interactive 6-Month Real Estate Business Review

                        The Free Interactive 6-Month Real Estate Business Review allows you to enter your business goals for the remainder of the year and get a breakdown of how many prospects, listings, closings, and so on are needed to reach your goals.   – Click Here