{"id":29932,"date":"2022-04-28T07:00:54","date_gmt":"2022-04-28T14:00:54","guid":{"rendered":"https:\/\/www.xpressdocs.com\/s\/?p=29932"},"modified":"2025-06-26T13:20:21","modified_gmt":"2025-06-26T20:20:21","slug":"marketing-tasks-for-real-estate-agents","status":"publish","type":"post","link":"https:\/\/www.xpressdocs.com\/s\/blog\/marketing-tasks-for-real-estate-agents\/","title":{"rendered":"New Real Estate Agents &#8211; Essential Marketing Tasks to Tackle"},"content":{"rendered":"<p><span style=\"font-size: 14pt;\">So, you\u2019re a new real estate agent. You have a lot to look forward to. But newness can also feel uncomfortable and overwhelming. We get it.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Since the first step is usually the roughest, we want to help make it as pain-free as possible. So we\u2019ve put together a list of tasks to get you started. Think of these as the fundamentals for real estate agents, the foundation on which you can continue to grow your business.<\/span><\/p>\n<h3><span style=\"font-size: 14pt;\"><strong>Start with an Honest Vision and Values Statement<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Before you do anything actionable, it helps to start with a statement that clarifies where you want to go and how you intend to get there and provides motivation that will keep you moving.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">While you might be tempted to brush off this step, assuming it\u2019s fluffy and unimportant, remember that the real estate industry is all about relationships. Real ones, based on trust and understanding. If you don\u2019t dissect your purpose and strategy, you can easily find yourself fumbling around in a fast-moving market that will not wait for you to catch your bearings.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">As far as the format for your statement, there are no hard and fast rules. Some people like bullet points while others prefer a small paragraph. We recommend keeping the language simple and easy to follow, whichever route you choose.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Here\u2019s an example of a unique mission statement:<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 We strive to help families create a meaningful legacy for generations to come, which is why we donate a portion of our profits to local charities that help families escape abuse, combat homelessness, and overcome addiction.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Here\u2019s one that gets right to the point:<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Our first goal is to have satisfied clients. We also want to be recognized in the real estate community as having agents with excellence and integrity.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Some people also choose to add more tangible goals to their statements, like:<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 We want to become the No. 1 ranked team by volume in Dallas-Fort Worth by 2025.<\/span><\/p>\n<h3><span style=\"font-size: 14pt;\"><strong>Find Your People<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Once you understand your mission and values more clearly, you\u2019ll want to attract potential customers who align with those principles.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">To market to your ideal clients, you\u2019ll need to <a href=\"https:\/\/www.xpressdocs.com\/s\/blog\/3-easy-steps-to-incorporate-buyer-personas-into-your-real-estate-marketing-strategy-with-free-template\/\">understand and speak directly to them<\/a>. This part requires a bit of research.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">It helps to break down your people by demographics, like median age, education level, and median income. Your search can also include <a href=\"https:\/\/blog.hubspot.com\/insiders\/marketing-psychographics\" target=\"_blank\" rel=\"noopener\">psychographics<\/a>, or qualities that explain who people are (religion, politics, hobbies or interests). You can find demographic and psychographic information from polls, state or city data, and voter registration data.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Understanding your people will prove invaluable when creating marketing content and messaging. Because today\u2019s consumers want you to <a href=\"https:\/\/www.xpressdocs.com\/s\/blog\/the-psychology-behind-why-personalized-marketing-works\/\">speak to them as individuals<\/a>. Doing so will not only help your response rates but will start building personal relationships that will keep your real estate business thriving.\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-size: 14pt;\"><strong>Analyze Top Real Estate Agents in Your Area<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">One of the savviest marketing tricks for any business\u2014find others who do what you do, and study their methods.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">So, make sure you have several free hours, make a strong cup of coffee, and get your snoop on.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Read websites, scour through social media posts, and see what interesting content top agents are creating these days. You\u2019ll find everything from blogs and webinars to live videos. Because successful agents have one trait in common. They hustle.<\/span><\/p>\n<h3><span style=\"font-size: 14pt;\"><strong>Create a Mobile-Friendly Website<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">You had to see this one coming. Your agent website is essential, the digital business card that clients and prospects need to see.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">To really <a href=\"https:\/\/www.engati.com\/blog\/improving-mobile-engagement\" target=\"_blank\" rel=\"noopener\">engage mobile visitors<\/a>, it should combine visually appealing elements and necessary information. If you really want to overachieve, add interactive videos and search filters, as well.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Also, remember to include a section that tells prospects about YOU. Done right, this detail will set you apart from other agents in your area and explain why people should choose you as their handy guide.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Because in reality, there are a zillion real estate agents vying for business. When you have a unique selling proposition, you make the choice much easier. Maybe you specialize in first-time homebuyers or luxury homes. If you\u2019ve grown up in the city where you work, that can serve as a selling point, too. It makes you an expert on things to do around town and up-and-coming areas. Someone moving from out of state might benefit from your insider tips. \u00a0<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Oh, and don\u2019t forget to make it all mobile-optimized. Here are some quick tips to ensure people can easily scan your website from their handheld devices:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\">Use a mobile responsive template. The major providers (like WordPress or Squarespace) should offer several \u2018responsive themes.\u2019<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Make text scannable and concise (no one wants to scroll endlessly).<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Compress images using an online tool (hint: it reduces the file size without compromising quality).<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Use large <a href=\"https:\/\/blog.hubspot.com\/marketing\/call-to-action-examples\" target=\"_blank\" rel=\"noopener\">calls-to-action<\/a> and buttons.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-size: 14pt;\"><strong>Get Organized<br \/>\n<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Any experienced agent will tell you organization means everything. You need a system for <a href=\"https:\/\/www.xpressdocs.com\/s\/automated-prospect-marketing\/\">tracking prospects<\/a>, engaging existing clients, and making sure both turn into repeat business.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">In the beginning, you\u2019ll probably have a spreadsheet or free online tool. Once your business starts to grow, however, you might need something more powerful, like Customer Relationship Management software, or CRM.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/www.xpressdocs.com\/s\/blog\/maximize-your-crm\/\">A quality CRM platform<\/a> can become the backbone of your thriving real estate operation.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">In the early stages, your CRM will keep names, addresses, and other necessary information organized. Once you\u2019ve established other processes, however, this handy software can help you continuously reach out to all your contacts. It will even help you automate client messaging, so you can spend more time growing your business and less time addressing envelopes.<\/span><\/p>\n<h3><span style=\"font-size: 14pt;\"><strong>Set Up Business Social Media Accounts<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Of course, one of the first places potential clients will try and find you is on social media, so having business profiles will add to your credibility. These platforms will also provide more opportunities for you to connect with your people.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">As you get going, consider a few best practices:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\"><strong>Prioritize local content:<\/strong> People in your area will most likely find you based on local tags and key words, so don\u2019t be afraid to show off your insider knowledge.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Offer, then ask:<\/strong> It\u2019s always prudent to offer someone value before making a hard sell. Free content (tips &amp; tricks, market advice, local service companies) shared on your website and social media is a great way to build trust before asking for business.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Post videos:<\/strong> When you embrace tech trends, it shows prospects that you can keep up in a wild market. And videos are having quite the moment.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Keep it brief:<\/strong> Don\u2019t lose your audience with lengthy monologues. Keep posts between 10-20 seconds and you\u2019ll have a better chance of making an impact.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Encourage tags:<\/strong> Everyone loves a good testimonial, and in the social media world, that comes from clients tagging you in their posts. So don\u2019t be afraid to ask!<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-size: 14pt;\"><strong>Craft a Welcome Email<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Do not underestimate the power of a well-crafted welcome email. As the first impression for potential clients, it serves as an invaluable opportunity to introduce yourself and get the conversation rolling.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">Note: We strongly recommend only emailing those who have agreed to communicate with you. Otherwise, it can feel invasive and off-putting.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">When writing this first message, it helps to:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\">Keep it brief (who you are, how you can help)<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Include a call to action (set up an appointment, follow on social, etc.)<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Make it personal (always)<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-size: 14pt;\"><strong>Get Listed<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Since referrals are an agent\u2019s best friend, you\u2019ll want to make sure clients can review your services online. Top sites for real estate include but are not limited to Zillow, Google, Realtor.com, and Facebook. To get started:<\/span><\/p>\n<ol>\n<li><span style=\"font-size: 14pt;\">Create your listing, including as many details as possible and aiming for consistency across sites (website, address, available hours, phone number).<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/blog.hubspot.com\/service\/get-customer-reviews\" target=\"_blank\" rel=\"noopener\">Encourage reviews<\/a>.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Keep the listing updated (if things change, remember to let the internet know).<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-size: 14pt;\"><strong>Design Your 12-Month Real Estate Marketing Plan<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">As a real estate agent, you\u2019ll need to pull from a heavy stockpile of self-motivation. In this business, your accomplishments start and end with YOU.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">To stay on track for long-term success, we recommend a 12-month marketing game plan. You\u2019ll want to revisit your plan at least once each year, maybe more depending on trends and your unique situation.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">It will act as your strategic roadmap, steering your forward with proven marketing methods. Yes, being an agent and a marketer will take some effort. But don\u2019t worry\u2014<a href=\"https:\/\/www.xpressdocs.com\/s\/by-industry\/real-estate\/\">we can help with the heavy lifting<\/a> along the way. Here are the basic elements of a workable real estate marketing plan:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\"><strong>Goals: <\/strong>It doesn\u2019t matter how big or small you want to aim, but writing down clear, achievable goals will help you determine the right tactics. Maybe you want to get at least ten new clients in six months or close $1.5 million in sales for the year. Whatever your objectives, own them. Then design a content and messaging plan that will help you get there.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Content Marketing: <\/strong>Remember, adding value in the form of free content will help you attract potential clients and highlight your expertise. If you\u2019re not sure where to begin, aim small, like one blog post per month. When you feel more comfortable, add to it.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Direct Mail: <\/strong>Print marketing is huge for real estate agents. It\u2019s the perfect medium for quick information and beautiful images. Plus, when you <a href=\"https:\/\/www.xpressdocs.com\/s\/mailing-list-services\/\">add a mailing list option<\/a>, you can target a neighborhood, zip code, or entire city. Use flyers, brochures, and postcards to highlight your services to potential buyers\/sellers and reach out to loyal clients.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Email Marketing: <\/strong>Email can be a great addition to your content marketing plan. Once you get your recipient list going, you can send personalized market updates, attach monthly newsletters, or let folks know about an upcoming open house.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Social Media Marketing: <\/strong>Like blog posts, you can start small with social media and build as you go. To grow an audience organically, you\u2019ll eventually want to post at least three to five times per week.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-size: 14pt;\"><strong>One More Thing<\/strong><\/span><\/h3>\n<p><span style=\"font-size: 14pt;\">Marketing your new real estate business doesn\u2019t have to take over your life. Yes, the industry is wild, but experts exist to guide you along the way.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">For more tips and tricks, check out our <a href=\"https:\/\/www.xpressdocs.com\/s\/guide\/real-estate-marketing-guide\/\">Real Estate Marketing Guide<\/a> (spoiler: we create a new one each year, so you\u2019re always in the know). And we have lots of <a href=\"https:\/\/www.xpressdocs.com\/s\/blog\/\">handy blogs<\/a> and downloadable resources to help you with content, direct mail, and marketing automation.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>So, you\u2019re a new real estate agent. You have a lot to look forward to. But newness can also feel (&#8230;)<\/p>\n","protected":false},"author":14,"featured_media":29937,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[177,319,8,265],"tags":[322,121,327,326,118,119],"class_list":["post-29932","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kb","category-real-estate","category-social-media","category-tips","tag-digital-marketing","tag-marketing-strategy","tag-marketing-tips","tag-personalized-marketing","tag-real-estate","tag-social-media-2"],"_links":{"self":[{"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/posts\/29932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/comments?post=29932"}],"version-history":[{"count":10,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/posts\/29932\/revisions"}],"predecessor-version":[{"id":30525,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/posts\/29932\/revisions\/30525"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/media\/29937"}],"wp:attachment":[{"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/media?parent=29932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/categories?post=29932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xpressdocs.com\/s\/wp-json\/wp\/v2\/tags?post=29932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}