Best Practices, Marketing & Productivity Ideas

  1. Develop your Niche or Target Market – Specialize!
  2. Leverage a solid CRM as the core of your business management
  3. Use an IDX website with all MLS listings, easy
  4. Get a Home Valuation Tool that sends automatic report updates
  5. Get and share a personalized home search app with prospects and clients
  6. Use a Pre-Listing Package
  7. Upgrade your Listing and marketing Presentation
  8. Get iREP Certified ( and leverage iBuyer Market
  9. Time Block 1-2 hours per day for lead generation and followup
  10. Send a local, monthly newsletter to your database and leads
  11. Own your Online Presence – Zillow, Realtor, Yelp, Google Maps, etc.
  12. Get more client reviews!
  13. Spotlight a local business each month and promote on social & newsletter
  14. Get a new headshot and refresh your bio on all profiles online
  15. Publish a blog – post content at least monthly – share on social media
  16. Volunteer – give back to a charity or community group
  17. Join or start a networking or mastermind group
  18. Put a call to action in your voicemail message: “Search all homes for sale..
  19. Refresh all of your social media sites – branded cover images
  20. Wear your brand! Get branded shirts and/or wear your nametag!
  21. Add Call to action links in your email signature to your sites, social
  22. Get an accountability partner or hire a coach!
  23. Hold more effective open houses
  24. Build an agent referral network and send a monthly newsletter
  25. Practice role playing and scripts at least 3 times per week
  26. Run ads on Facebook and Instagram
  27. Create keyword specific Google ads
  28. Use customized yard and open house signs
  29. Conduct a professional buyer consultation and a buyer handbook
  30. Hire an assistant or Virtual assistant ( for marketing, etc.)

Ideas for Your Database / Sphere of Influence

  1. Home Anniversary Card Email and/or Call
  2. Birthday Card, Email and/or Call
  3. Annual Home Valuation
  4. Closing Statement (send a copy of the closing statement to everyone who closed on a property with you this past year)
  5. Send a Monthly Newsletter
  6. Holiday Cards
  7. Market/ Neighborhood Updates
  8. Personal Notes
  9. Pop-By’s
  10. Calls/Lunches for A+ and A Clients
  11. Use SendOut Cards
  12. Signature client closing gift
  13. Ask for referrals!
  • Oh by the way … Who do you know…
  • Reward your referrals
    • Movie Tickets, Gift Cards, Car wash, Gas cards
  • Add referral language in your email signature, letters, mailers
  1. Cross Endorsement Program
  • Series of cross-promotional endorsements between you and other business
  • Each endorsement must include a benefit to recipient (coupon, discount)
  • Local Business Spotlight
  • Promote in your monthly newsletter
  1. Create a Referral Directory
  • Send a letter to your database to see if they have a business or a service to promote
  • Follow-up with a phone call to discuss
  • Create a Directory (Hard Copy and/or Online)
  1. Educational Seminars
  • Real Estate Portfolio/Investing
  • Home Selling & Buying Process
  • Local Market Update
  • Protecting Your Assets, Trust, Wills, Financial Planner
  • Credit Repair and Credit Scores
  1. Quarterly Thank You mailers or In-person delivery
  • Batteries for smoke detectors
  • Gift cert for house cleaning
  • Book with a personal note
  • Gift Basket with local products
  1. Client Appreciation Week

Consider implementing a week of Client Appreciation. Plan and coordinate something special either mailed, emailed, or texted every day for a week.

  1. Client Appreciation Event Ideas
  • Holiday Party
  • Rent out a theater – weeknight
  • Fundraising events
  • Host a local event (sports, super bowl, etc.)
  • Donation in the client’s name
  • Newer restaurant, pub – co-promotion
  • Rent a Food truck
  • Host a Private Wine Tasting
  • Small dinner party at your home
  • Happy Hour event at a local venue
  • Take everyone to a baseball game
  • Early Halloween party with canned food donations
  • Summer BBQ at your office, home or local park
  • Bowling Alley party
  • Create a family fun fair with face painting, games, etc.
  • Host a blood drive
  • Host a block party for a neighborhood that you work or live in
  • Host a game night
  • Host a Wine & Painting Event


  1. End of Year Holiday Connections
  • Gratitude call, text, or mailer
  • Pop-by with a gift (Pie before Thanksgiving, Champagne before New Year’s Day)
  • Client Appreciation Event
    • Holiday party
    • Cookie Exchange
    • Pie Party
    • Host a watch party for sporting event (local teams, college bowls, super bowl)
  • Happy Holiday – New Year card, text, call



  • Use your camera on your mobile phone to record a video
  • Go Live! Facebook, Instagram, Twitter, LinkedIn, YouTube all have live options
  1. About Me/Our Team – Introduce Yourself and Your Services
  2. Buyer Focused Services
  3. Pre-Listing Package
  4. Your Listing Marketing Plan
  5. Seller Tips Series
  6. Buyer Tips Series
  1. Local market updates
  2. Neighborhood tours
  3. Local Business Spotlight
  4. Open House invitation
  5. Live open house tour
  6. Behind the scenes at a home inspection or walkthrough
  7. Client testimonial & interview
  8. Market update for your farm
  9. New business or restaurant opening
  10. Community spotlight (parks, recreation, museums, entertainment, sports)
  11. 10 cool things to do for families in your city
  12. Your top 5 restaurant recommendations
  13. The best coffee shops in town
  14. Favorite shopping spots
  15. Interview a lender about financing programs/ trends
  16. Interview a title or escrow officer
  17. Interview a home inspector
  18. Interview a home warranty rep – why you need one
  19. Interview a home stager
  20. Your top 5 home selling tips
  21. Your top 5 home buying tips
  22. Q & A session with a buyer or seller
  23. Tips for investors/buying investment properties
  24. Explain the short sale process
  25. Discuss the value of upgrades and renovations to a home
  26. 10 Reasons to Live in Your City
  27. Promote an upcoming community event, festival, concert
  28. Holiday – specific tips and ideas
  29. Resources for real estate (zoning, utilities, crime statistics, relo, schools)
  30. Local sports teams news and events
  31. New home builder updates or home tour
  32. Home Maintenance Tips
  33. Home Staging Tips
  34. Real Estate Industry news
  35. 5 Day Trips/Staycations in your city
  36. Best places to hike in your area
  37. Top questions to ask your lender
  38. Top 5 things to enhance your curb appeal
  39. Explain the escrow and closing process
  40. Discuss typical closing costs for buyers and sellers
  41. Answer common questions you get from your clients
  42. Share a topic you are passionate about (social media, negotiation, etc.)
  43. Back to school tips
  44. School information and resources


Need even more ideas to consider…

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