Business Planning Guides
2023 Business Plan
Easy-to-use worksheets and calculators that will help you work through your annual planning and hit your commission goal next year.
- Transaction and lead goal worksheets
- Marketing planning guide & samples
- Tools to help track your progress
- Tax deduction worksheets
- And more!
2023 Marketing Plan
Use this free real estate marketing plan to identify the marketing channels, tools, and strategies that will allow you to achieve your 2023 goals.
- Marketing toolkit & worksheets
- 2023 marketing musts
- How to create a unique value proposition
- And more!
Scripts & Templates
40 Text Message Templates
While calling is usually preferable for communicating with prospects, there are situations where texting them is necessary. Use these 40 text templates to help you follow up with & convert more of your leads.
30 Real Estate Email Scripts
Use these 30 customizable email scripts to engage your leads! They were created by a team of professional real estate trainers and email marketing experts, and are designed to help you get more clients.
Real Estate Call Scripts
If you find phone prospecting difficult, use our call scripts to help you land new clients in a variety of situations, like contacting online leads without scaring them away and persuading FSBOs to list with you.
Paid Online Lead Follow-Up Scripts
If you struggle to even make contact with paid online leads—like those from listing portals and social media ads—these 60 free scripts will help you get responses and convert them into clients.
Holiday Season Email Scripts
Get customized winter and holiday season-themed email scripts for converting your leads into clients in a wide range of situations, from contacting cold leads to making first contact with new leads.
Lead Generation & Conversion Guides
Guide to Lead Generation
Learn how to get more leads, tap into lucrative new lead channels, and improve your lead conversion rate.
- Proven ways to generate more referrals
- Search engine & social media lead generation
- Lead nurturing techniques
- Dangerous lead generation myths
- And more!
Guide to Lead Follow-Up
Generating new leads for your real estate business is only half the battle. It’s equally important to properly follow up with your leads and nurture them until they’re ready to become your clients.
Download this guide to get tips on how to follow up without scaring leads way, effectively nurture leads with email marketing, how to keep leads coming back to your website, and more!
Guide to Home Sellers
Learn how to improve your ability to generate seller leads, turn them into clients, and quickly sell their homes. This 28-page guide will teach you how to…
- Generate more seller leads
- Turn listings into sold homes
- Impress during listing presentations
- Make your seller clients happy
- And more!
Guide to Social Media
Social media is an integral part of everyday life for many people, so it’s a valuable method for lead generation and client engagement. But without a plan, it’s easy to fall into inefficient or even business-killing social media practices without even realizing it.
Whether you’re just getting started with social media or use it on a regular basis, get this guide to learn success strategies which will help you grow your business.
Oldies but Goodies: Dated But Effective Lead Gen Techniques
In real estate, “old” never means “bad.” As many highly-experienced and successful agents will tell you, old-school lead generation techniques can offer agents inexpensive and lucrative ways to get new clients. Download this guide to learn tried-and-true methods for getting more buyer and seller leads.
Email Marketing & Automation
Email marketing and automation tools save time and bring in more new and repeat clients. Across the country, they help the most successful agents in the business dominate their local markets—and they can help you, too.
Get this free guide to learn about email marketing and automation best practices and tools, from lead segmentation to drip campaigns. You’ll greatly improve your lead nurturing and get more new and repeat clients!
Ultimate 10-Day Action Plan to Convert Leads
Without a lead follow-up strategy, you’re leaving clients—and commission income—on the table. Get this guide to find scripts, templates, and more to help convert your leads into clients!
Objection Handling Scripts
Whether you’re battling pricing or commission obstacles, your competition, timing objections, or knowledge roadblocks, these scripts will help you clear your path to close by overcoming these obstacles like a pro.
Commission Cloning Handbook
From prompting current clients to provide quality referrals to engaging with past clients until they’re ready to transact again, yesterday’s buyers and sellers can be turned into big commission checks tomorrow.
Fall Lead Generation Guide
From season-specific sources of referrals to novel networking event ideas, learn 13 fall lead generation strategies that top-performing agents use to stay on track to hit their annual commission income goal.
Winter Warm Up Guide
It can be tough for agents to keep their businesses hot during the winter. Download this guide to learn proven methods for finding new buyer and seller clients during the off-season, plus tips on how to get them transaction-ready.
Ultimate Guide to Lead Generation & Conversion
With this free guide, you’ll learn how to generate additional leads throughout the rest of the year—and convert more leads into clients. It contains all this and more:
- Email and Facebook message templates for lead follow-up
- The year’s best sources of leads
- 10-day action plan for converting new leads into clients
- Lead follow-up best practices
Guide to Maximizing Your ROI on Old Leads
Learn how to maximize the amount of new clients you get from the leads you pay for and work so hard to generate with:
- The nine-word email that compels responses from stale leads
- Re-engaging seller leads using buyer clients
- Creating new opportunities by strategically starting to close the door on old leads
- The CRM features you need to maximize ROI on old leads
Email Marketing Guide
Email is perhaps the best tool in your digital marketing toolbox—it’s effective, universal, and a direct line of communication with your leads. Download this free guide today to learn about all this and more:
- 3-point email follow-up strategy for converting more leads
- Email messaging for every stage of the buying journey
- 18 effective calls to action to use today
- How to “segment” leads to increase conversion rates
Guide to Facebook Ads
Any agent—even newcomers to social media advertising—can use Facebook Ads to get more clients. This guide contains everything you need to make successful Facebook Ads, including:
- 10 Facebook ad templates
- 24 professionally-designed images
- Step-by-step instructions
- Tips for crafting effective target audiences
SEO Ranking Factors: How to Rank Higher in Google
Learn how to move your website to the top of Google and drive more visitors to your business’s website for free. The more traffic your website receives, the more leads it generates for you!
9 Ways to Turn Open Houses Into Lead-Generating Machines
Learn how to drum up more business from open houses with:
- Scripts for open house invites & follow-ups which drum up new business
- Strategies for increasing sign-ins and turning every visitor into an opportunity
- Facebook advertising tips for promoting open houses
- And more!
Facebook Lead Ads Guide
Facebook Lead Ads consistently help agents quickly generate new leads at a low cost per lead. This guide contains detailed, step-by-step instructions on how to create, track, and optimize successful Facebook Lead Ad campaigns.
Guide to Winning More Listings
Agents with many seller clients stay in the industry the longest. This guide contains scripts for engaging sellers (from FSBOs to expired listings to sellers in hot markets), sources of new seller leads you can tap into today, and more.
Guide to Asking for (and Getting) More Referrals
Learn how to generate more referral leads from your network using the strategies of top agents and sales coaches, like a 4-step strategy for finding quality referrals (with scripts!).
Lights, Camera, Action: Guide to Making Your Own Videos
Online video gives agents excellent opportunities to create new leads and re-engage past clients. It lets you easily showcase your skills and experience, broadcast listing walkthroughs, and share housing market updates.
But you don’t need to be Steven Spielberg to create high-quality videos. With this guide, you’ll learn how to generate more business by making your own.
Guide to the Facebook News Feed Changes
Significant changes to Facebook’s news feed algorithm have deprioritized posts from business pages. It will now be substantially more difficult for agents to find new clients using Facebook.
In addition to describing the news feed changes and how they will affect your business, this guide shares practical strategies for keeping Facebook as a lucrative source of new clients.
Social Media Advertising Guide
Get practical insights into advertising on Facebook, LinkedIn, Instagram, Twitter, Nextdoor, and other major social networks. It includes:
- Detailed, step-by-step instructions for creating successful social media ads
- Advantages and limitations of every social network—where should your budget be spent?
- Tips for measuring and maximizing social media ad ROI
- Digital advertising best practices from marketing experts
Content Marketing Helpers
How to Sell Your Home: A Simple Guide to the Complex Selling Process
Share this guide with your seller leads and win more listings. It contains practical tips and insights for sellers and emphasizes the importance of working with a real estate agent.
Road to Homeownership:
Guide for Buyers
Share this guide and accompanying infographic with your buyer leads today to help you convert them into clients tomorrow. These free resources provide valuable tips and insight for buyers, while emphasizing the importance of working with a real estate agent.
Content Marketing Handbook
Learn how to convert more leads into clients with the Content Marketing Handbook. You’ll discover:
- How content can help you attract leads and turn them into clients
- Your 3-step content marketing plan that supports your business and goals
- A distribution channel cheat sheet so you know what to share and where
4 Hazards of Selling Your Home Without an Agent
Get in front of potential sellers as they consider their next move! This guide is specifically designed to help you market your business and engage home owners.
You’ll also get a script for engaging FSBOs by positioning yourself as an invaluable asset in the home selling process, which will help convert them into clients!
A Buyers Guide to Surviving Multiple Offers
Making a successful offer in this market can be a challenge. You know this, but do your leads and clients? Share this free resource to educate them on how to survive multiple-offer situations. You’ll help them get the result they’re ultimately looking for—the house they want at a price they can afford—and position yourself as a trustworthy expert.