Elite AgentPROSPECTING + LISTING

How to triple your lead generation using your CRM contacts + automations

Top agents are tripling their leads by leveraging CRM smart contact lists, purpose-driven calls, and automated follow-ups. This systematic approach targets homeowners near recent sales and listings with timely, relevant outreach across multiple channels.

If you’re serious about winning in todayโ€™s market, you need to STOP guessing who to call and START being surgical with your prospecting.

Hereโ€™s the system top agents are using to triple their leads consistently:

STEP 1: Use Smart Contact Lists in Your CRM

Your CRM isnโ€™t a storage unit. Itโ€™s your goldmine.

Access dynamic call lists based on listing and sale activity in your target areas:

  • Homeowners near recent sales (theyโ€™re thinking about equity).
  • Owners near new listings (curiosity is at an all-time high).
  • People in neighborhoods where average days on market are dropping (momentum creates FOMO).

Pro Tip: Your @realty CRM auto-updates these lists WEEKLY based on portal data feeds.

STEP 2: Call With a Purpose โ€” Offer Value, Not a Hard Sell

When you pick up the phone, you’re not “checking in” โ€” you’re delivering VALUE.

Script it like this:

“Hi [First Name], this is [Your Name] with [Your Agency]. I just wanted to let you know a home near you at [Address] sold for [$X]  it’s creating a lot of activity in the neighborhood. Have you had any thoughts about selling or curious what your home might be worth today?”

Why this works: Relevance + Timeliness = Higher Engagement.

People care about THEIR HOME and THEIR EQUITY โ€” use the news to start the conversation.

STEP 3: Layer Automated Email and SMS Follow-Ups

The fortune is NOT in the first call. It’s in the multi-channel follow-up after.

Hereโ€™s the sequence you need:

  • Day 0: Call โž” Voicemail (if no answer) โž” Immediate SMS:

    ย “Hey [First Name], just left you a message! Big news about homes near you โ€” quick call when you can! – [Your Name]”
  • Day 1: Email:
    • Subject: “Update: Home Sales Near You You Should Know About”
    • Content: Quick note + link to a market report or CMA offer.
  • Day 3: Another SMS:
    ย “Still seeing a lot of action in your area โ€” could impact your home value. Curious? Letโ€™s chat! ๐Ÿ“ˆ – [Your Name]”
  • Day 7: Short email with testimonials or success stories.
  • Day 10: Another call attempt with fresh value (new sale, price drop, etc.).

Automation Tip: Set this entire sequence up inside your @realty CRM so it triggers after your first call attempt. No manual chasing!

STEP 4: Track, Measure, and Refine

“What gets measured, gets improved.”

  • Track call connection rates, SMS reply rates, and email open/click rates.
  • See which scripts and messages get the most engagement.
  • Tighten up based on REAL data, not assumptions.

If youโ€™re not improving your scripts and your sequence every 30 days โ€” youโ€™re standing still while others are running past you.

WHY THIS TRIPLES YOUR LEADS:

  • Youโ€™re calling the right people at the right time with the right message.
  • You’re following up in multiple channels, not hoping they call you back.
  • You’re creating top-of-mind awareness faster than your competitors who are still cold calling from outdated lists.

Speed. Relevance. Consistency. Thatโ€™s the game.

“Massive success isnโ€™t about doing 100 things once. Itโ€™s doing 5 things 1,000 times with precision, passion, and consistency.”

Set up the system. Follow it religiously. Watch your pipeline explode.

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JJ Taylor

JJ Taylor, Managing Director of @realty, co-founded the company with CEO James Taylor in February 2014. With a background in property development and real estate, JJ aimed to empower agents with better support, innovative technology, and higher commissions. Their pioneering real estate model now spans Australia and New Zealand.

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