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  2. DealTrail Elite
  3. 🎯Lead Pillars

🎯Lead Pillars

Circle Prospecting

We leverage your agents' exisiting listings to run local campaigns, getting their brand out infront of neighbors by inviting them open houses and keeping them looped in on the status of the property.

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/SMS templates for outreach, follow-up and nurture

    • Create branded designs for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data around target property

    • Skip trace for update homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier, target property)

  • INITIAL OUTREACH

    • Cold callers/ISAs are tasked to reach out to leads

    • Email drip automatically runs upon import or based on call outcome

    • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Neighborhood Farming

We position your agents as the go-to real estate professional in their target area by running strategic campaigns that engage homeowners and generate long-term brand awareness.

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Create branded designs for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier, neighborhood)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Home Valuation

We run home valuation campaigns that generate seller leads looking for an expert opinion. We provide accurate values based on local area statistics, giving your Agent an opportunity to set the meeting. 

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Set up valuation funnels

    • Create branded marketing materials for approval

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Cash Offer

We run high-conversion cash offer campaigns, leveraging our nationwide partners to submit guaranteed offers. While 2% of offers are accepted, 30% end up listing with an agent within a year.

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Set up cash offer funnels

    • Create branded assets for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

I Have A Buyer

We market your active buyer needs to prospective sellers, greatly increasing interactions with homeowners and providing buyers with a unique matchmaking service to find the right property. 

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Create branded letter design for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Expired Listings

We pull expired listings daily and run strategic drip campaigns over a year-long cycle, connecting your agents with homeowners that have already signaled their intent to sell through an agent. 

  • PREPARATION

    • Set up segmentation, pipeline and expired drip automations (direct mail and email)

    • Set up email/SMS templates for follow-up and nurture

    • Set up expired lead funnels

    • Create branded postcard and letter design (subject to approval)

  • DAILY LEAD GENERATION CADENCE

    • Gather new expired listing leads daily

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier, expired lead details)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Pre-foreclosure

We connect your agents with homeowners facing pre-foreclosure, offering them real estate listing services that help them sell for top dollar while avoiding foreclosure on their property.

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Create branded assets for direct mail (subject to approval)

  • DAILY LEAD GENERATION CADENCE

    • Gather new pre-foreclosure leads daily

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

For Sale By Owner

We market your agents' brand to FSBO listings, highlighting the pros of selling with an experienced Agent while establishing a high status of authority, with the goal of setting up listing consultations.

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Set up FSBO funnels

    • Create branded assets for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

For Rent By Owner

We connect with FRBO landlords to showcase the advantages of listing with an agent for a hassle-free leasing process, and position your agents as the trusted experts for selling the property down the line. 

  • PREPARATION

    • Set up segmentation, pipeline and drip automations

    • Set up email/sms templates for outreach, follow-up and nurture

    • Set up FRBO funnels

    • Create branded assets for direct mail (subject to approval)

  • LEAD GENERATION & VALIDATION

    • Gather raw property data from requested area

    • Skip trace for homeowner information

    • Proper data formatting for all records

    • Validate email addresses

    • Validate phone numbers and check against DNC list

  • IMPORTING DATA TO PRODUCTIVITY APP/CRM

    • Map all fields accordingly

    • Insert appropriate tags onto the leads (lead type, office identifier)

  • INITIAL OUTREACH

    • Call

      • Cold callers are tasked to reach out to leads

      • Follow-up cadences are automated for qualified leads

    • Email

      • Email drip automatically runs upon import or based on call outcome

      • Follow-up cadences are automated for interested/qualified leads or those who accessed the funnel

    • Direct Mail

      • Cold Callers/ISAs are notified when a lead scans QR code on the direct mail asset (postcard, letter, etc)

  • NURTURING AND FOLLOW-UPS

    • Qualified leads are nurtured/followed-up by our cold callers/ISAs

    • Leads are forwarded to agents once they agree to an appointment/phone call

Last updated March 21, 2025
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