#prospecting
Open House Plan — Invite, Host and Follow Up
Plan an open house from start to finish: invitations, a sign-in approach, what to say at the door, safety steps and follow-up messages for every kind of visitor.
New Lead Follow-Up — Answer Online Inquiries Fast and Well
Answer a new online lead quickly with a helpful first reply, then plan a two-week follow-up that respects their consent and doesn't give up too early or nag.
Expired and FSBO Outreach — Respectful Scripts That Follow the Rules
Reach out to owners of expired listings and for-sale-by-owner homes with helpful letters and scripts, a do-not-call check, and a short follow-up plan.
Cold Call Opener — The First 30 Seconds and Where to Go Next
Prepare a cold call: an honest opener, a reason for calling, questions to earn a conversation, answers to the first brush-offs, and a voicemail.
Account Research Brief — Know the Company Before You Reach Out
Turn what you've found about a target account into a one-page brief: what they do, likely priorities, who to contact, a reason to reach out now and the questions to ask.
Lead Qualification — Score Inbound Leads Against Your Ideal Customer
Check a batch of leads against your ideal customer profile: a fit score with reasons for each, what's missing, and which ones to call first.
LinkedIn Outreach — A Connection Note and Messages That Aren't a Pitch
Write a LinkedIn connection note and a short message sequence that starts a real conversation before any pitch, with a light ask at the end.