Explore Real Estate with Lucas Root.
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CRM IMPLEMENTATION CHEKLIST
A reliable CRM helps you keep relationships alive and deals flowing. With the right system in place, you’ll never lose track of leads, tasks, or follow-up reminders again—unlocking real estate success with consistency and focus.
EMAIL PERSONALIZATION CHEAT SHEET
Personalized communication is the engine that drives engagement. By tailoring email subject lines, openings, and calls to action, you can transform a generic interaction into a meaningful conversation—reinforcing the multi-channel strategies we discussed earlier. Personalization shows your leads you understand their specific needs, building deeper trust and rapport.
CLIENT RETENTION PLANNER
In real estate, staying on your clients’ minds is a powerful way to grow your business. According to the 90/10 principle, the top 10% of agents maintain close, ongoing relationships with their past clients and, in turn, generate up to 90% of the best referrals. This “Client Retention Planner” is designed to help you be part of that top 10%. By keeping your follow- ups structured and personal, you ensure that your name remains on your clients’ lips whenever real estate opportunities arise.
30-DAY TRIP CAMPAIGN TEMPLATE
Consistent, thoughtful communication over the course of 30 days can make all the difference in converting leads to clients. According to Bank of America’s findings on multi-touch marketing, leads respond best when they receive multiple, value-driven touchpoints over time. Below is an example 30-day sequence you can copy, paste, and adapt to your own style.