June 16, 2026 – Today we talked LEADS

Watch the full 28 min video here

Talk About it Tuesday 2026-06-16 LEADS

Key Outcomes

The team aligned on a grassroots lead generation approach centered on Title Toolbox, consistent social media presence, and sphere-of-influence tactics — rejecting paid lead platforms as costly and unreliable. Key marketing initiatives were identified around neighborhood signs, and agent-branded sold posts.

Decisions Made

  • Reject paid lead services: Third-party lead vendors charge high referral fees (40–50%) and sell the same leads to multiple agents simultaneously — not worth pursuing.
  • Title Toolbox as primary prospecting tool: Free through the Shaheen Law Firm gateway; provides ownership data, purchase price, mortgage balance, and estimated equity.
  • Social media strategy: All content to direct traffic back to the company website; use singular, local, agent-branded posts (neighborhood sign + agent face + sold tag) optimized for an 8-second attention window.
  • No outside social media/editorial contractors: Budget constraints and quality control concerns make in-house execution preferable.
  • Neighborhood sign photo campaign: Agents to photograph & email us signs in their working areas for use on Nextdoor and Facebook; folder named “Agent, Property, Neighbourhood” in Dropbox for Brokers use.

Lead Tactics Discussed

  • Heir list prospecting (Mary & Ed): Pulling recorded heir lists from the courthouse → cross-referencing in RealList → mailing colorful invitation-style cards; ~80 cards sent, 1 response (on par with industry average of 1/100).
  • AI follow-up tool — “Courtesy AI”: Automates texts, emails, and voicemail drops for cold leads; Mary sharing inbound leads with a loan officer for pre-qualification outreach.
  • Multi-channel outreach: Call → voicemail → text → email sequence; persistence across all channels recommended since leads communicate differently.
  • Magnet business cards: Placed on client refrigerators as a passive, ongoing touchpoint.

Content & Sphere Marketing

  • Anniversary posts: Revisit past closings by month/year to remind sphere of agent experience and generate engagement.
  • Year-end HUD/closing disclosure: Sending clients their closing statement in Q4 serves as a tax resource and a memorable touchpoint.
  • Hashtag: Add #shoplocal to posts; reinforces independent, community-rooted brand identity.
  • AI-generated content caution: AI posts risk inaccuracies (wrong property features, distorted agent photos, brand errors) — human review required before publishing. (Video forthcoming about this.)

Pending Confirmation

  • Title Toolbox access for Ed, Andre, and Lamont — Jeremy Williams (Shaheen Law Firm) to send hold-harmless form and login link. (see attachment below)

Action Items

  • Christopher: Send Title Toolbox instructional video series (short-burst format); resend YouTube demo link to all agents.
  • Christopher: Submit Title Toolbox access requests for Ed, Andre, and Lamont to Jeremy Williams.
  • Christopher: Publish agent + neighborhood sign posts to Nextdoor and Facebook; compile all sold properties by agent/area from REIN & our website.
  • All agents: Photograph neighborhood entrance signs in working areas; email photos to Amber/Christopher.
  • All agents: Sign and return Title Toolbox hold-harmless form via InstaNet to Jeremy Williams. Attached here: (download to Instanet, fill in and sign, return to JWilliams@ShaheenLaw.com
Title Toolbox Indemnity and Hold Harmless AgreementDownload

Thanks for checking in. We’ll see you next week. As always, if you’d know someone that would like to be added to the weekly Friday invitation to each Tuesday meeting, have them contact me. Info@familyfirstrealtyinc.com

Thanks, Amber, Christine & Chris