The New Real Estate Agent Checklist: Simple Steps to Build Your Brand

So, you’re a new real estate agent. If we had to take a wild guess, you’re probably feeling just a tad bit overwhelmed right now. Trust us, you’re not alone!

The hardest part of getting started is knowing exactly where to start. When it comes to building your business plan and marketing strategy, you may be struggling with prioritizing what’s most important.

The trick is this: start small and work your way up. Rome wasn’t built in a day, and your new real estate business won’t be either.

By knocking out the items on this checklist, you’ll be well on your way to creating a marketing plan that wins.

Stay On Top of the Housing Market

The real estate market can change as quickly as the weather, and your clients look to you to answer their questions.

There are always rumors and speculation about where the market could be headed. It’s up to you to provide basic insights backed by experts and facts to clear the air and help your clients make the most informed decision.

Make sure your weekly routine includes staying on top of what’s happening in real estate. If you haven’t done so already, sign up to receive your daily KCM Blog via email so you don’t miss a headline. This will keep your mind fresh with the latest housing market news, and give you the hyper-relevant content you need to share with your buyers or sellers throughout the day.

And don’t forget to watch your Monthly Market Report. This is the piece of your KCM Membership that truly helps you become the expert in the industry and you might want to incorporate one of the ideas under Download & Share the Slides into your marketing campaigns.

Get a CRM

Those three letters are one of a real estate agent’s most important allies in getting listings.

A CRM will help you efficiently and productively manage your business with minimal wasted time, while improving the personalization of your communications.

Check out this example on how to add your Buyer and Seller Guides to a lead email in your CRM.

If you’re not ready to commit to a paid service, we recommend creating one the old fashioned way: in a spreadsheet. You can also easily copy and paste your KCM content into different email platforms such as Outlook and Gmail.

Any agent will tell you that organization is key to success, and keeping your CRM neat and tidy will help you keep track of all your leads

Set Up Business Instagram & Facebook Accounts

These days, one of the first places potential clients are going to try and find you is on social media. Not only does having a business profile add to your credibility, it also gives you more opportunities for connecting with leads, creating ads, and getting engagement.

We walk you through how to do it in the video below:

Get 2 Posts Up On Social Every Week

Now that you have your social media profiles set up, it’s time to start posting.

If you’re not sure where to start, or are kind of intimidated (totally understandable), just start with small goals. Posting a couple of times per week is enough to build a social social presence without all of the pressure. And remember, this doesn’t include listings!

Post a local market update, community highlight, a new graph, a motivation quote – there is no limit to your feed!

While you’re at it, take a look at this article on the Importance of a Social Media Calendar. This will help keep you on track and your posting motivation high.

Create a Welcome Email

The average welcome email generates 4x more open rates and 5x more clicks than regular email marketing campaigns.

As the first impression for most of your leads, this is a great opportunity to introduce yourself and start the conversation.

They should be brief, friendly, and cover these bases:

Set expectations for frequency (weekly, bi-weekly, monthly)
Incite some sort of action (set up an appointment, follow on social, etc.)
Be personalized

Remember, your welcome email should be short, sweet, and to the point! If you’re looking for more real estate agent email marketing tips, check out this article on 12 Ways to Grow Your Contact List.

Create a Cloud File Storage System

The early days of being an agent are the best time to create systems that will keep you organized for years to come, and cloud storage plays a huge part in that.

Whether you’re using Apple, Google, or Dropbox, remember, this is where you’ll be storing a lot of your paperwork so make sure to build out a secure system that’s easy to navigate and you feel comfortable using.

Get a Listing Presentation Ready

A listing presentation is one of the most important tools an agent can have, and it’s never too early to start working on yours.

Your listing presentation should be professional, personalized, and spare no detail about your incredible marketing plan for selling their home.

Use high quality visuals, market data and show, rather than tell, that you’re the best agent for the job.

As a KCM Member, you have access to this Listing Presentation Template and can easily customize it to fit your branding.

Sign Up for a Virtual Conference

We know…you just finished your real estate courses and probably don’t want to hop right back into school.

But there are tons of different virtual conferences and courses that will help you learn the ins and outs of real estate. Want to learn more about marketing? Need help with your scripts? There’s a learning opportunity for just about everything.

To start you off, you can check out your Recent Webinars section that covers everything from How to Be the Knowledge Broker on Social Media to Three Steps to Becoming a Listing Machine.

Bottom Line

When it comes to real estate, your marketing will take you far but your branding will take your further.

Spending these early months on building your brand and connecting with your local community will not only help you get more listings, it will help you build meaningful relationships that last a lifetime.

Now that you have some tools and resources to help get you started you’ll be able to focus on what matters most: your clients.

We’re happy to answer any specific questions you have that can help you get started as a new agent. We can’t claim to be experts, but our team is happy to help as much as we can.

Just reach out to us at support@keepingcurrentmatters.com if we can help!

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