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Leads

Where new clients come from

Which sources are paying off, and the marketing, social and event plans that bring in the next ones.

Lead sources

Weighted commission by source
SourceClientsHot leadsClosedPipeline valueWeighted commission

Recent door knocks

All leads

Marketing plans

  • Twice a year, Mar + SepMailers: Willow Park, Lake Bonavista, Oakridge

    Long-tenure bungalow owners from the Realtor Farm lists. Market snapshot postcard plus a “what’s my home worth” offer.

  • MonthlyCommunity market report

    One-page sold and active numbers per farm community, by email and door drop.

  • Every listingOpen house program

    Weekend open houses with neighbour invites the Thursday before. Sign-in sheet feeds the hot-lead list.

  • QuarterlyPast-client referral touch

    Home anniversary cards, a quarterly check-in call, and a thank-you gift for every referral.

  • OngoingGoogle Business Profile + reviews

    Ask every closed client for a review; post listings and market updates to the profile weekly.

Social media

Open calendar

Coming up

    Events and ideas

    • July, Stampede weekStampede pancake breakfast

      Community breakfast in a farm community park. Branded tent, sign-up for the market report.

    • DecemberClient appreciation party

      Past clients bring a friend. The biggest single referral night of the year.

    • Spring + fallFirst-time buyer seminar

      With a mortgage broker and a lawyer. Evening session, recorded for social.

    • OctoberHalloween hot chocolate station

      Set up on a busy trick-or-treat street in Lake Bonavista or Willow Park.

    • MayCommunity garage sale sponsor

      Supply signs and a map for a farm community’s sale weekend.

    • IdeaDownsizer workshop

      For the long-tenure bungalow owners in the farm: what selling, moving and the next home look like.

    Door knock

    Saves as a new hot lead with the lead type Door knock, dated today. Open it later from Leads to add more.