BUILD ON OUR PAST for your future.
Decades ago, we set out with a mission to provide unmatched service, and today, that same dedication drives us to consistently lead the state in annual home transactions. This success is a direct result of the hard work and commitment from everyone on our team. You are an essential part of upholding our tradition of excellence, family values and community connections. Together, we continue to build the legacy of trust that has made us Michigan’s trusted choice for homebuyers and sellers.
As we look ahead to the coming year, we encourage you to take full advantage of the tools and resources available to you. Now is the perfect time to strategically plan your approach—consider your intentions, assess your vision, review your plan. Focus on deepening connections with your current sphere of influence while also expanding your reach. Consider building and consistently using a strong brand identity to help stand out. Make a commitment to follow through on best practices and processes. By doing so, you’ll set yourself up for success, strengthen your business, and continue to deliver exceptional results for your clients.
We’re here to support you every step of the way!
2026 HOUSING MARKET forecast.
In the world of real estate, every day can bring something unexpected, but having a well-crafted plan—backed by data and strategy—creates confidence, builds credibility, and significantly increases the likelihood of success.
HOME PRICE PREDICTIONS
Most analysts expect modest growth to continue in 2026 as affordability pressures persist, though regional variations will be significant.
• Fannie Mae projects national price growth in the 2–3% range.
• The Mortgage Bankers Association anticipates slightly below 3% appreciation as inventory levels rise.
• The National Association of Realtors foresees 2% gains nationally, with stronger growth in affordable Midwest markets compared to coastal metros.
MORTGAGE RATE PREDICTIONS
The consensus is for a gradual easing of rates as inflation cools, and the Fed maintains a cautious stance.
• Forecasts suggest 30-year fixed rates averaging 5.5%–5.9% in 2026.
• Internal estimates recommend planning around 5.75%–6.25%, as volatility remains likely during the first half of the year.
INVENTORY PREDICTIONS
Supply is expected to improve, driven by:
• Reduced “lock-in effect” as more homeowners list due to stabilized rates.
• Ongoing new construction, particularly in entry-level price points, helping to relieve pressure.
• A gradual increase in listings from aging baby boomers (“Silver Tsunami”), which may bring more moderate price growth opportunities.
PRACTITIONER CHANGES
The brokerage environment will continue to evolve post-commission changes. Competitive Realtors will:
• Offer consultative, data-driven services tailored to client goals.
• Increase transparency in costs and compensation.
• Leverage technology and targeted marketing strategies to stand out.
As we move through 2026, watch your inbox for our in-house research team’s market updates to stay in-the-know and make any adjustments necessary through the year.
BEYOND 2026…
Longer-term demographic and economic shifts will shape the decade ahead:
• As more seniors exit homeownership, first-time buyers will find more accessible opportunities.
• Institutional investors may continue expanding their footprint in single-family rentals, influencing affordability.
• Technological adoption—AI in real estate marketing, transaction management, and property valuations— will separate brokerages that adapt from those that fall behind.
WHAT ARE your 2026 INTENTIONS?
Take some time to reflect thoughtfully on your past year—consider what worked well and where there’s room for growth. This reflection will not only help you stay aligned with your goals but also ensure that you continue to build on your strengths and adapt to new opportunities.
COMMITMENT
Interested, committed, or obsessed? Remember that a plan without action is just words. Write a message to yourself affirming your commitment to executing this plan.
ACCOUNTABILITY
What additional accountability do you need to ensure a successful 2026?
MISSION STATEMENT
A mission statement articulates the purpose of your business and your means of reaching it. It should be a simple sentence or a phrase. The public needs to see it. And you need to focus on it. Example: “My mission is to guide clients through the buying and selling process with personalized service, integrity, and expertise, ensuring a smooth and confident real estate experience.”
UNIQUE SELLING PROPOSITION (USP)
What differentiates you from everyone else? Why should clients choose you?
Example: “I provide data-driven insights and personalized service, using cutting-edge technology to ensure fast, efficient sales and tailored client experiences.”
STRENGTHS
Ex: Creating engaging, informative videos for social media
WEAKNESSES
Ex: Non-standardized, inefficient transaction management
OPPORTUNITIES
Ex: The agent who dominates the area adjacent my geo-farm is retiring, so that area has good farming potential
THREATS
Ex: The competition just opened an office to better serve the area that includes my geo-farm
OPPORTUNITY MAPPING
A SWOT (strength, weakness, opportunity, threat) analysis complements your vision. Your vision tells you where you’re going. A SWOT analysis helps describe where you are. With a clear assessment of where you stand, the more effectively you can plan and build a bridge to your future. Write as many points to be thorough.
A CRM (client relationship management tool) is essential for managing client relationships, streamlining tasks, and improving efficiency. It centralizes client information, automates followups, tracks leads, and provides data-driven insights. By organizing communication and ensuring a consistent client experience, a CRM helps boost client retention, increase referrals, and ultimately grow your business.
Take advantage of OnePlace Connect–a CRM that is free to our family members.
Do you log in daily, weekly or occasionally? Be honest with yourself. Can you log in more often to review and categorize contacts, confirm they are on a plan to keep in touch, and reach out to one contact per day? Make it a habit to log in on the same day, at the same time.
How many leads/clients/contacts are in your current database? Do you have additional contacts you can you add into your database or a way to build on it?
How many of those clients consider you to be their Realtor?
CLIENT CONVERSION
It’s important to have a clear process for turning leads into clients, followed by a system of standard procedures. Without this, details get missed, leading to unhappy clients and wasted time. A well-structured workflow helps keep things on track and improves your business efficiency.
What is the first step you take when a client reaches out to engage in your services?
Buyer:
Seller:
Does your client have homework to complete after your first meeting?
Buyer:
Seller:
What item of value do you leave with your client?
Buyer:
Seller:
Do you leave the meeting with clear next steps and contact points to continue the real estate process? What are those next steps?
The goal of business operations is to create a repeatable and memorable experience that buyers and sellers will love. A well-structured process is key to turning one-time transactions into lifelong clients. This process should be adaptable to market conditions but consistently applied to ensure reliable results. The system should flow seamlessly, much like a well-designed diagram, where each step leads to the next, ensuring both efficiency and customer satisfaction.
Describe your step-by-step home buyer process from initial buyer agreement to close.
Describe your step-by-step home seller process from initial listing agreement to close.
What improvements can be made to these steps? your BUSINESS OPERATIONS.
life AFTER THE SALE.
To build a successful real estate business, it’s crucial to transition from being just a real estate agent at closing to becoming a trusted real estate advisor. This requires a system that consistently delivers value to clients, ensuring they always see your brand and message. By maintaining this relationship and positioning yourself as their go-to expert, you’ll create lifelong clients who adore you, naturally refer you to others, and are eager to work with you again.
Describe your current post-close program, including all touch points.
What unique value propositions do you provide to your clients consistently after closing?
Do you teach your buyers how to be great homeowners after closing?
Do you update your buyers on their investment after closing? Do you update them on the market? How often?
Agents receive an email to enroll in Halo’s 5-year Follow-up Connections Program whenever their buyer closes on a home.
build YOUR CONTACTS.
Growing your real estate network isn’t just about collecting names and numbers. It’s about creating genuine connections. By becoming an active presence in your community, you can build trust, stay top of mind, and develop meaningful relationships that naturally lead to future business.
GET INVOLVED LOCALLY.
Sponsoring and attending community events is a great way to meet and connect with potential clients in a relaxed, personal setting. Whether it’s a neighborhood picnic, charity drive, youth sports or adult recreational team sponsorship, participating in local activities shows your commitment to the community, and provides opportunities to engage with leads and prospects to create lasting impressions that enhance your professional image.
FORM STRATEGIC PARTNERSHIPS.
Networking with local businesses, financial advisors, or home improvement retailers opens doors to new audiences. Display your business cards at partner locations, co-host events, or share each other’s services on social media. These partnerships help you reach people who are already engaged and likely to need your expertise.
SHARE YOUR EXPERTISE.
Creating a local real estate newsletter, hosting informational workshops, or even setting up a booth at your local farmer’s market to offer insights on market trends, sustainable living, or home improvement tips. Connect with senior community organizations to host sessions on topics like downsizing, accessibility updates, or transitioning to smaller homes. These opportunities allow you to provide value while positioning yourself as a knowledgeable professional.
CONNECT WITH NEWCOMERS.
A warm welcome can go a long way. Consider creating neighborhood welcome packages with local information and a personal note. It’s a simple gesture that can turn new residents into future clients and advocates.
What are you currently doing for lead generation? What ways can you expand your network?
Lead Source Listings Buyers Listings Buyers
One-offs
TOTAL % of Business 2025 ACTUALS
TOTAL SALES VOLUME
TOTAL GCI
AVERAGE HOME VALUE
AVERAGE GCI
Listings Buyers
Buyers
THE IMPORTANCE OF
brand identity.
Brand identity plays a critical role in establishing credibility, trust, and personal connection with potential clients. In the highly competitive real estate market, a well-developed brand identity helps stand out, attract clients, and communicate your unique value proposition.
Branding involves crafting an image that reflects your personality, expertise, and professionalism. Clients need to feel a connection and a strong personal brand identity helps to build that trust.
VISUAL STYLE
Style of images (formal, friendly, or dynamic) becomes a key part of brand identity, as it influences how approachable and trustworthy you appear to potential clients.
TONE OF VOICE
The tone of voice used in marketing materials, whether in social media posts, emails, or property descriptions, should be consistent brand identity. For example, a luxury Realtor might have a more formal, elegant tone, while a Realtor focusing on first-time homebuyers might adopt a friendlier, more approachable tone.
MARKETING MATERIALS
Flyers, brochures, business cards, and other physical marketing tools should reflect a consistent look and feel. This includes colors, fonts, and messaging that align with the overall brand identity and convey professionalism, reliability, and local expertise.
REPUTATION AND TRUST
Brand identity is heavily tied to your reputation. Client testimonials, reviews, and word-of-mouth recommendations are vital in shaping how potential clients view you. Showcasing these reviews helps reinforce the trustworthiness of the brand.
SOCIAL MEDIA AND CONTENT
Use social media platforms like Instagram, Facebook, and LinkedIn to reinforce your brand identity through content. This might include virtual property tours, behind-the-scenes glimpses of your work, educational posts about the market, and success stories. The content should be consistent in style, tone, and messaging to reflect your brand.
CUSTOMER EXPERIENCE
Providing exceptional customer service, being responsive, transparent, and offering personalized attention will strengthen your identity and reputation. Clients should feel you truly understand their needs and create tailored solutions for them.
To help our agents create a professional and consistent brand image, there are libraries of ready-to-use templates in a variety of styles from DIY to third-party vendors that are easily accessible for your usage.
Below are company provided samples.
MARKETING WITH
social media.
Social media has become an essential tool for real estate agents looking to connect with potential clients and build their brand. By leveraging social media effectively, agents can not only increase their visibility but also foster trust and credibility, ultimately helping them close more deals. In today’s digital age, staying active and consistent on social media is an important factor to staying ahead of the competition.
social PLATFORMS.
WHY BEST FOR KEY FEATURES
Instagram is highly visual, making it perfect for showcasing property listings, virtual tours, and behind-thescenes real estate content.
Facebook remains a dominant platform for reaching a broad demographic, especially homeowners and buyers in the 35+ age group.
LinkedIn helps Realtors establish credibility and connect with other professionals in the real estate industry, as well as potential high-end clients.
YouTube is the second largest search engine, making it a powerful tool for longform content like property walkthroughs and real estate tips.
TikTok’s short, engaging video format has gained popularity, especially among younger home buyers and sellers.
While not as visual, X (formally known as Twitter) is great for real-time updates and connecting with local communities and industry experts.
Nextdoor is a hyper-local network that connects neighbors and communities, ideal for promoting listings and open houses.
High-quality photos and videos of properties, client testimonials, and engaging stories.
Creating a business page, sharing listings, running targeted ads, and engaging in community groups.
Networking, sharing market insights, and posting professional achievements or real estate advice.
Use Instagram Stories for quick updates. Reels for property tours between 15 and 90 seconds, and posts for longer videos.
Utilize Facebook Marketplace for listing properties and Facebook Live for virtual open houses and Q&A sessions.
Post regular industry updates and join LinkedIn Groups related to real estate.
Hosting virtual tours, how-to guides for buyers and sellers, and market update videos.
Create a branded YouTube channel and optimize video descriptions for SEO.
Creative property showcases, quick tips, and trends in real estate.
Use trending hashtags and short, snappy property tours.
Sharing market trends, tips, and engaging with other real estate professionals.
Use hashtags and X Chats for conversations around real estate.
Sharing local market insights and connecting with neighborhood communities.
Engage in local discussions and promote neighborhoodspecific events.
instagram EXAMPLES.
Instagram is a powerful tool for Realtors to connect with potential clients in a visually engaging way. Its broad reach and interactive features allow you to build trust, foster relationships, and stay top-of-mind with your audience. Plus, it’s a great platform for showing the human side of your business, helping you stand out in a competitive market.
Check out each creator’s instagram handle. Give them a follow!
MICHELLE DOHERTY
DMV | D.C, Maryland, Virginia
AUTHENTICITY, TRUST, AND COMMUNITY & INDUSTRY SERVICE
Michelle Doherty’s brand identity as a Realtor is built around authenticity, trust, and community and industry service. She combines her professional expertise with a personal touch, using social media to connect with clients and share her journey. Recognized in Realtor Magazine’s 30 Under 30, Michelle emphasizes personalized service and strong community involvement, making her a trusted advisor in the real estate market.
@michdoh
KATE WRIGHT
Atlanta, GA
PROFESSIONALISM, PERSONALIZED SERVICE, AND EXTENSIVE LOCAL EXPERTISE
Kate Wright’s brand identity as a Realtor in Atlanta is built around her reputation for professionalism, personalized service, and extensive local expertise. She emphasizes high-end real estate services and building strong relationships with her clients. Her deep knowledge of the Atlanta market and commitment to going above and beyond for clients have earned her recognition as a “Reputable Agent”, a distinction held by fewer than 8% of agents. This reflects her standing as a trusted advisor, both with clients and within the industry, making her highly sought after in the competitive Atlanta real estate market.
@katesellsatl
MEGAN WALTERS
Columbia, MO
RELATABLE, ENGAGING, PROFESSIONAL, AUTHENTIC, DRIVEN
Megan Walters, a top Columbia, Missouri Realtor, leverages Instagram to showcase her expertise and connect with her audience. Her feed blends professional insights with personal stories, sharing client success stories and behind-the-scenes looks at growing her team. This transparency humanizes her brand and builds trust. Megan actively engages followers through events and industry discussions, highlighting her commitment to trends and community. Through this mix of content, she strengthens her brand, fosters relationships, and drives her real estate business.
@meganwalters
Washington, D.C.
COMMUNITY-DRIVEN, WEALTHBUILDING FOCUSED, CREATIVE
Harrison Beacher is known for his community-driven approach to real estate, with over $250 million in transactions. He focuses on wealthbuilding and social media strategies while leading in roles like 2022 GCAAR President. His personable, creative style blends expertise with a commitment to the local community.
@hlbeach
San Diego, CA
TRUST, COMMUNITY INVOLVEMENT AND CLIENTFOCUSED EXPERIENCES
Amanda Lee’s success in the San Diego real estate market is built on her social media presence. She builds her personal brand by placing her clients, her family and her knowledge at the forefront of her content. She doesn’t only highlight her achievements, but the success of her clients like their businesses. She actively participates in real estate related podcasts and posts clips of them to interact with crossover audiences expanding her potential client base.
@amandameilee
HARRISON BEACHER
AMANDA LEE
BUYER &
SELLER
presentations.
Consistent, thoughtful messaging in your presentations reassures clients and fosters a strong partnership, showing them you’re not just a service provider, but a trusted guide through one of life’s most important transactions.
Company-provided template
SELLER PRESENTATION CONTENTS
About you–Resume/Bio
Real estate expertise
Process expectations
Marketing strategy
Pricing strategy
Checklists
We recommend creating a separate booklet with CMA information that is not left with the potential seller.
Presentations are available on OnePlace Connect and our Canva library accessible through OurOnePlace.com. The CMA and Buyer Tour are available on OnePlace Connect.
Presentations are available on OnePlace Connect and our Canva library accessible through OurOnePlace.com. The CMA and Buyer Tour are available on OnePlace Connect.
BUYER PRESENTATION CONTENTS
About you–Resume/Bio
Real estate expertise
Process expectations
Mortgage, title, insurance information
We recommend creating a separate booklet of the buyer tour.
ADDITIONAL RESOURCES
Seller Disclosure
Lead-Based Paint Hazards booklet
BUILD your BRAND IDENTITY.
WHAT ARE THE TOP 3 THINGS THAT YOU WANT PEOPLE TO SAY OR FEEL ABOUT YOU?
Personally
Professionally
WHAT YOU LIKE
Colors
Style
WORDS THAT DESCRIBE YOUR BRAND: (kickstart your ideas: trustworthy, professional, driven, experienced, reliable, approachable, dedicated, knowledgeable, timely, innovative, authentic, friendly, stylish, sophisticated, community-focused, passionate, client-centered, responsive, energetic, efficient, honest, fun, detail-oriented, reliable, insightful, committed, friendly, strategic, transparent, resourceful, dynamic, fresh, joyful, relaxed, hardworking, classic, curious, resourceful, calm, caring, dependable, loyal, social, supportive)
MARKETING needs.
HAVE NEED WANT IT IT IT PRIORITY
Biography
Resume
Mission Statement
Value Proposition ...........
Tagline ..............................
Elevator Speech .............
Tone & Voice Style
Call-to-Action
Testimonials
Asking for Business
URL
Social Handles ................
Hashtags ..........................
Visual Style
Color Style
Typographic Style
Photographic Style
Personal Logo
Brokerage Logo .............
Email Signature .............. HAVE NEED WANT IT IT IT PRIORITY
Business Cards
Letterhead
Notecards
Envelopes ........................
Folders ..............................
Thank You Gifts ..............
Client Gifts
Birthday Cards
Anniversary Cards
Pens
Branded Apparel
Email Templates .............
Videos ...............................
Landing Pages
Review Pages
Direct Mail Postcards
EDDM Postcards
Email Newsletters
Print Newsletters ............
Yard Sign ..........................
LISTING PROMOTION checklist.
Here’s a comprehensive checklist to ensure all aspects of marketing a listing are covered. This will help maximize exposure and attract the most potential buyers.
PROPERTY PREPARATION
Conduct a walkthrough to identify any necessary repairs or updates
Recommend professional staging or provide guidance for DIY staging
Schedule a deep clean of the home (interior and exterior)
Ensure curb appeal is optimized (porch and front door décor, landscaping, paint touchups, etc.)
ADVANCED PROPERTY PREPARATION
Virtual Staging: Use virtual staging for empty homes to showcase potential layouts.
3D Matterport Tour: Offer a fully interactive 3D virtual tour for immersive online viewings.
Augmented Reality (AR): Use AR apps to allow buyers to visualize changes or customizations to the property (e.g., furniture placement, wall colors).
Smart Home Enhancements: Highlight any smart home technologies and offer consultations for adding value to listings.
photography and video services are available through our family’s approved partners. go to ouroneplace.com > listing resources & marketing > photography and tour videos
PHOTOGRAPHY & VISUALS
Hire a professional photographer for highquality photos
Schedule drone photography for aerial views (if applicable)
Create a virtual tour of the property (360-degree or video walkthrough)
Take twilight or seasonal shots to showcase the home’s look
Ensure staging and lighting are perfect before the photoshoot
ADVANCED VISUALS & CONTENT CREATION
Cinematic Property Videos: A professionally edited video with cinematic quality, aerial shots, lifestyle features, & neighborhood footage.
Property Teaser Trailer: A short teaser video (15-30 seconds) for social media and ad campaigns to build excitement pre-launch.
Behind-the-Scenes Content: Share BTS content during property preparation (e.g., staging, drone filming) to build a storyline around the listing.
Interactive Floor Plans: Provide interactive floor plans that allow users to click through each room and see measurements and features.
SIGNAGE
Signage is available through our family’s approved partners. go to ouroneplace.com > my stuff > signage
Install “For Sale” sign on the property
Add flyers or brochures to the sign with property details
Use directional signs in the neighborhood to guide potential buyers to the listing
Include a QR code on a sign rider for instant access to the listing page
LISTING ON MLS & REAL ESTATE PLATFORMS
Write a compelling listing description highlighting key features and benefits. Try ChatGPT!
Include high-quality photos and virtual tour links on all platforms
Upload property details to MLS (Multiple Listing Service)
Agents receive an email for every new listing, price reduction or open house with links to OnePlace Connect marketing materials with just one click – watch your inbox!
INTERNET EXPOSURE
We circulate your listing on the 50+ partners on our extensive online network to ensure your house has the maximum marketing exposure.
PUBLICATIONS: Barron’s, Country Life, Financial Times, Mansion Global, MLive, Real Estate Book, Wall Street Journal + local community publications BOARDS: Multiple Listing Services, Michigan Realtors, Ann Arbor Area Board of Realtors, Northern Great Lakes Realtors MLS + more ADDITIONAL WEBSITES: Leading Real Estate Companies of the World, Luxury Portfolio International, each of our Family of Companies websites, YouTube + more
PROPERTY-SPECIFIC WEBPAGE
Each listed property gets its own website with the option of up to 100 photos, home floor plans and 360° virtual walkthroughs, at no additional cost to you.
Advertise your listing webpage on your social media, include on flyers and brochures, attach to your emails, or send in a text message. Generate a link for any property by using your native OnePlace agent website and attaching a forward slash and the MLS number.
go to ouroneplace.com > listing resources & marketing > got it! > listing microsites
NETWORKING & AGENT OUTREACH
Notify your Realtor network of the new listing via email and social media go to ouroneplace.com > listing resources & marketing > listing marketing > sneak preview email & agent2agent email
Schedule a broker open house to give local agents a preview of the property
Build relationships with local businesses and referral partners
OPEN HOUSES & SHOWINGS
Schedule an open house and promote it online, via email, and in print
Our open houses are promoted on our brokerage websites as well as a variety of others.
Host a virtual open house or live stream walkthrough for remote buyers
Place directional signs leading to the open house on event day
go to ouroneplace.com > my stuff > signage
Offer exclusive showings to local real estate agents and buyers
Collect feedback from open house attendees to improve marketing go to ouroneplace.com > listing resources & marketing > listing marketing > open house details and attendees
PROMOTE IT.
SOCIAL MEDIA MARKETING
Create posts/stories with Agent Icon, our Canva library and OnePlace Connect
Post listing on all social media platforms (Facebook, Instagram, LinkedIn, etc.)
Ask 5 Friends and Seller to share the post on their social media platforms
Place targeted Facebook/Instragram ads to reach relevant buyers
Go to ouroneplace.com > listing resources & marketing > listing marketing > RealForce Listing Ads
Use Instagram Stories, Reels, and Facebook Live to showcase the property
Share posts in local real estate and community groups on social media
Post teaser images or videos leading up to the open house or listing launch
Include popular real estate hashtags to increase discoverability
EMAIL MARKETING
Post listing within 24-48 hours on MLS–Reverse prospect to create urgency within the marketplace
Share the coming soon listing with our family of companies
Go to ouroneplace.com > listing resources & marketing > listing marketing > sneak preview email
Send an email blast to your contact database about the new listing
Go to ouroneplace.com > listing resources & marketing > listing marketing > just listed email
Share the listing with your Realtor network via email
Go to ouroneplace.com > listing resources & marketing > listing marketing > agent2agent email
Create a targeted email campaign for specific buyer demographics
Company-provided templates Agent2Agent email
ONLINE ADVERTISING
Place targeted online and social ad to reach relevant buyers
Go to ouroneplace.com > listing resources & marketing > listing marketing > Boost Listing Ads
Create a Google Ads campaign targeting relevant keywords and local searches
Set up pay-per-click (PPC) ads to direct traffic to the listing or a dedicated landing page
Run retargeting ads to keep the property visible to those who have viewed it online
Boost posts on social media to extend the reach of organic posts
PRINT MARKETING & DIRECT MAIL
Flyers and postcards are available on OnePlace
Connect and our Canva library accessible through OurOnePlace.com. For more postcard options, go to OurOnePlace.com > listing resources & marketing > just listed postcards
Customize and print flyers or brochures for distribution at open houses and showings
Distribute property flyers in high traffic areas (local businesses, cafes, community boards)
Include QR codes on print materials to link directly to the property URL or virtual tour
Send “Just Listed” postcards to local homeowners
Place ads in local newspapers or real estate magazines
PUBLIC RELATIONS & COMMUNITY ENGAGEMENT
Engage with local community groups, sharing listing details or inviting them to the open house
Company-provided template Boost Listing Ad and RealForce Listing Ad
ADVANCED METHODS.
ADVANCED SOCIAL MEDIA OPTIMIZATION
Instagram Reels and TikTok Tours: Create engaging short-form video content showcasing property, using trending formats and music to reach a wider audience.
Instagram Guides: Create a guide featuring your listed property along with other local listings or neighborhood insights.
Pinterest Property Board: Create a Pinterest board for the property, including images, staging tips, and home improvement ideas.
Facebook Pixel Tracking: Set up Facebook Pixel on your website to track and optimize ad performance based on buyer behavior.
Collaborate with Influencers: Partner with local lifestyle or home décor influencers to showcase listing in exchange for crosspromotion.
ADVANCED DIGITAL MARKETING TACTICS
SEO-Optimized Blog Post: Write a blog post about property or neighborhood, optimizing for local SEO to attract organic search traffic.
Geotargeted Ads: Run geotargeted ads on platforms like Google Ads and Facebook Ads, targeting specific ZIP codes, neighborhoods, and regions.
Retargeting Campaigns: Set up campaigns to show ads to users who have previously viewed the listing or visited your website.
Dynamic Property Ads: Create ads that change based on user behavior, showing them homes similar to the one they viewed.
YouTube Advertising: Run YouTube ads featuring your property video, targeting local buyers and investors.
LinkedIn Ads: Use LinkedIn Ads to reach high-net-worth individuals, professionals, or corporate investment buyers.
ADVANCED PRINT & TRADITIONAL MARKETING
Luxury Property Magazine Placement: Place full-page ads in high end luxury real estate magazines to reach affluent buyers.
go to ouroneplace.com > market yourself > luxury portfolio international > advertising
Targeted Direct Mail Campaigns: Use data analytics to send direct mail to specific highincome households or investors based on demographic and behavioral data.
ADVANCED NETWORKING & OUTREACH
Private Virtual Showings for High-Value Clients: Offer private virtual tours for highnet-worth clients or investors before listing publicly.
Investor Outreach: Contact your network of investors and real estate investment groups directly, highlighting ROI potential or rental income opportunities.
Exclusive Email Campaigns: Send “Coming Soon” email campaigns to a curated list of past clients, investors, and top-performing agents.
Collaborate with Local Businesses: Partner with local businesses (e.g., furniture stores, interior designers) to cross-promote the property.
ADVANCED LEAD GENERATION
Webinar or Live Q&A: Host a live Q&A session or webinar about the property for serious buyers, highlighting its key features and answering questions in real-time.
Lead Magnets: Offer downloadable guides (e.g., neighborhood guides, market reports) on the listing page to capture email addresses.
MONITOR & CLOSE.
MONITORING & ADJUSTING
Track listing views and engagement on real estate platforms and social media
Use Google Analytics to monitor traffic on the property’s landing page
Send weekly performance reports to the seller, including feedback from potential buyers
Adjust pricing, ads, or marketing strategy based on the level of interest and market feedback
CLOSING THE DEAL
Handle inquiries and schedule showings promptly
Manage and negotiate offers professionally
Continue providing marketing support until the property is sold
Communicate consistently with both seller and buyer agents throughout the process
ADVANCED POST-SALE MARKETING & FOLLOW-UP
Property Case Study: Create a case study of the sale process (how fast it sold, strategies used) to share with future sellers as a success story.
Thank You Campaign: Send personalized thank-you notes and gifts to buyers and sellers after closing to strengthen the relationship and encourage referrals.
Client Testimonials and Referrals: Capture video or written testimonials from the seller and ask for referrals for future listings.
Survey Clients: Conduct a survey to gather feedback on the sales process to improve future listings and marketing strategies. go to ouroneplace.com > listing resources & marketing > sold it! > testimonial and review dashboard
EMAIL recommendations.
Send personal emails throughout the buying and selling process for common communication touchpoints—such as initial introductions, listing updates, or closing reminders. These emails help maintain professionalism, delivering clear, timely messages to clients at every stage allowing customization as needed for a personal touch, while still benefiting from the streamlined approach, ensuring clients feel valued and well-informed.
SELLER EMAILS
Initial Consultation & Listing Agreement
Listing Live on the Market
Showings & Feedback
Offer Received
Negotiation of Offers
Offer Accepted & Entering Due Diligence
Home Inspection
Appraisal
Final Walkthrough
Closing Day & Key Exchange
Post-Move Follow-Up
BUYER EMAILS
Initial Consultation & Pre-Approval
Personalized Property Search
Offer Preparation & Contract Review
Offer Acceptance or Counteroffer
Earnest Money Deposit
Home Inspection
Appraisal
Loan Approval Process
Final Walkthrough
Closing Day & Key Exchange
Post-Move Follow-Up
Subject: Your Home is Now Listed on the Market!
Hi [Seller’s Name],
I’m excited to let you know that your home is officially live on the market! Your property has been listed on the Multiple Listing Service (MLS) and other major real estate websites. Here is the link to your online listing: [Insert Link].
I’ll also be promoting your home through [describe your marketing strategies, such as social media campaigns, email outreach to potential buyers, and virtual tours]. This exposure will ensure that your home reaches as many qualified buyers as possible.
What’s next?
Now that your home is live, we’ll start scheduling showings. I’ll keep you updated on any feedback we receive from buyers and agents. Once we start receiving offers, I’ll present them to you and help guide you through the negotiation process. I’ll be in touch soon with updates!
Best regards,
[Your Name]
[Your Contact Information]
PERSONALIZED PROPERTY SEARCH EMAIL
Subject: Personalized Property Search Set Up for You!
Hi [Buyer’s Name],
I’ve set up a personalized property search tailored specifically to your criteria! This means you’ll start receiving new listings that match your preferences directly to your email inbox. This search includes homes that fit the specifications we discussed, such as [list key features like price range, location, number of bedrooms/bathrooms, etc.].
The personalized search will ensure that you’re the first to know when a home that matches your criteria hits the market, so keep an eye on your email for new properties. If any of the listings stand out, just let me know, and I’ll schedule a showing at your convenience. What’s next?
As we start looking at homes, I’ll be checking in for your feedback on the properties we view. Based on your input, we can adjust your search criteria to fine-tune the listings you receive. Once you find a home you love, we’ll move forward with making an offer and negotiating terms. I’ll guide you every step of the way!
Looking forward to helping you find the perfect home!
Best regards,
[Your Name]
[Your Contact Information]
DEVELOP A PLAN FOR after the sale.
Staying in touch with clients on a regular basis is key for building lasting relationships and staying top of mind. By checking in, sharing market updates, or offering helpful advice, Realtors show clients they care beyond the transaction and positions you as a trusted expert they can rely on over time. This builds trust, encourages repeat business, and increases referrals, helping to strengthen your professional network over time.
Automated follow-up programs available from our approved vendors. go to ouroneplace.com > market yourself > continuity follow-up programs > choose Halo/CPI or quantum digital (subscription)
OnePlace Connect offers sports, holiday and newsletter email campaigns. DIY gift tag options are on our Canva library.
CLIENT CONNECTIONS
SAMPLE PLAN TO REACH OUT TO YOUR SPHERE MONTHLY IN 2026
JANUARY
Send a local event calendar for the year, including festivals, farmers’ markets, and charity runs.
MAY
Organize a client appreciation picnic or outdoor event in a local park.
SEPTEMBER
Host a back-to-school donation drive for supplies to support local schools.
FEBRUARY
Host or participate in a community charity drive (food or clothing donation) and invite clients to contribute.
JUNE
Promote or host a summer block party and include clients and community members.
OCTOBER
Send invitations to a fall-themed event, such as a pumpkin patch or corn maze trip.
MARCH
Send a “Support Local” guide featuring your favorite local businesses, restaurants, and shops.
JULY
Share local 4th of July celebration details or organize a fireworkwatching event.
NOVEMBER
Share a list of community Thanksgiving volunteer opportunities.
APRIL
Sponsor or promote a neighborhood cleanup day and invite clients to join.
AUGUST
Highlight end-ofsummer festivals or outdoor movie nights in the community.
DECEMBER
Host a holiday toy or food drive and offer to collect donations from clients.
CLIENT CONNECTIONS
CLIENT TOUCH POINT IDEAS THROUGHOUT THE YEAR
FUN & PERSONAL TOUCHES
January: Send personalized Happy New Year cards with a small calendar or magnet.
February: Send Valentine’s Day cards with a message like “Love where you live!”
March: Email a fun St. Patrick’s Day greeting or host a “Luck of the Irish” giveaway.
April: Share a spring cleaning checklist or organization tips.
June: Send personalized notes with iced coffee gift cards.
July: Share a BBQ recipe or guide to hosting the ultimate summer gathering.
August: Plan a “Summer Fun” giveaway ex: outdoor games).
October: Host a Halloween home-decorating contest or send a fun “spooky” e-card.
November: Send handwritten notes expressing gratitude for their business and friendship.
December: Share personalized holiday cards with a small gift, like a locally sourced ornament.
REAL ESTATE RESOURCES
January: Share a guide on financial planning for homebuyers, with budgeting tips and mortgage options.
March: Provide a checklist for homeowners on preparing their homes for spring, including cleaning and maintenance tips.
May: Send a home valuation tool link, encouraging clients to see how much their property is worth.
July: Offer a summer home maintenance checklist, including tasks for keeping homes cool and energy-efficient.
September: Send a guide for preparing homes for the fall market, focusing on small updates and staging tips.
November: Share a “How to Winterize Your Home” checklist to help homeowners prepare for colder weather.
December: Email a home safety guide for the holidays, covering security tips and fire safety.
CLIENT APPRECIATION & REFERRAL PROGRAMS
Quarterly: Send a client referral reward offer or promote your referral program with a giveaway (e.g., gift cards or local experiences).
March: Host a “Client Appreciation” event (ex: a virtual happy hour or wine tasting.
June: Organize a summer referral contest, with prizes for clients who refer new leads or connections.
October: Host a client appreciation fall festival or gathering, offering seasonal treats and games.
December: Send thank-you gifts to top clients or those who have referred others, including personalized notes.
EDUCATIONAL CONTENT & WORKSHOPS
February: Host a virtual first-time homebuyer workshop, sharing tips and insights on securing a mortgage and finding the right home.
April: Send a guide on how to navigate multiple offers in a competitive market.
June: Offer a webinar on DIY home improvements that increase value, along with budget-friendly renovation ideas.
August: Provide a “Downsizing Tips” guide for older clients or those moving from larger homes.
October: Host a real estate investment seminar, focusing on how to start investing in rental properties or vacation homes.
November: Share tips on selling during the holiday season, including the pros and cons and how to stage a home for winter.
SEASONAL & HOLIDAY THEMES
January: Share a guide to New Year’s resolutions related to homeownership, such as financial goals or renovation plans.
February: Email a winter maintenance checklist for keeping homes safe during colder months.
April: Send an Easter or springthemed greeting with gardening tips or home décor ideas.
June: Provide a summer vacation safety guide for homeowners who will be away, with tips on securing the home.
September: Send an autumn home décor guide, with tips on cozy design updates.
December: Share holiday home-selling tips, including ideas for festive but minimalist decorations that appeal to buyers.
SEASONAL POP-BY GIFTS
Spring (April): Drop off small potted plants or seed packets with a note saying “Thank you for helping my business grow!”
Summer (June): Deliver sunscreen or lemonade kits with a tag like “Stay cool this summer!”
Fall (October): Share mini pumpkin spice candles or treats with “Fall in love with your home” tags.
Winter (December): Gift holiday cookies or hot cocoa kits with “Wishing you a warm and cozy holiday season” notes.
QUARTERLY OR MONTHLY REAL ESTATE MARKET UPDATES
Monthly Real Estate Newsletter: Include local market stats, recent transactions, upcoming events, and home tips
Seasonal Home Trends: Focus on emerging design trends, color palettes, and smart home technologies.
BUSINESS marketing plan.
Choose from the following list the marketing activities you will implement or continue from your previous activities.
TOP 50 CONTACTS
Monthly email
Quarterly email
Call once a month
SPHERE OF INFLUENCE
Continual monthly contact system
Personal phone call 4x per year
Birthdays and anniversaries
One letter a month
PROSPECTING
Geographic farming
For sale by owner
Expired listings
Out-of-town buyers and agents
First time home buyers
Social networking
Referral networks and clubs
Relocation resources
WEBSITE
Maintain destination website
Add more than six photos of each listing
Publish open house weekly
Publish featured properties
Use personalized auto-responders
Publish open house weekly
Utilize vanity and content site
Utilize stealth sites
(CMA’s FSBO Branding here is minor)
E-MARKETING
Consciously collect email addresses
Return email in timely fashion
Have multiple URLs
Include eSignature with call to action
Give away something of value
Capture email for drip campaigns
Use brokerage-provided email address go to OurOnePlace.com > Support >
Email Alias Request
Include eSignature with call to action
OTHER
Read four business books this year
Attend minimum of four seminars this year
Attend national conventions such as NAR
Foster relationships and mentor with agents who are where you want to be (financially, lifestyle, etc.)
MARKETING & LEAD GEN budget.
How will you allocate your marketing budget across these channels?
MARKETING BUDGET
What is your approximate budget for marketing this year
STRATEGIC PLANNING
Create action items with clear objectives/timelines and assign to appropriate marketing channel.