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Have you received your 2024 home value report yet? (CA)

Direct Mail Templates
Direct Mail Templates

Have you received your 2024 home value report yet? (CA)

Introduction

Nearly 30% of CMA request leads transact within 12 months, making home value reports one of the most effective tools for generating future business. This direct mail campaign captures attention with the hook, “Have you received your 2024 home value report yet?”—a question that implies homeowners should already have this information, encouraging them to reach out.

The direct mail postcard highlights the limitations of online tools, which often fail to capture market nuances and lead to inaccurate estimates. To strengthen the message, include a real example. Replace the placeholder $XX,XXX with a client story where an online estimate undervalued their home. Real-life proof builds credibility and reinforces the value of your expertise.

Pro-Tip: Print this as a MEGA postcard. A/B test both the letter and postcard version of this campaign in your market to see which performs better.

Before you get started

For best results with direct mail, you’ll want to have these core lists ready.

Before you send a text, make sure you have these three things in place:

Before you send an email, make sure these three things are in place:

This is your core mailing audience—used for general awareness and market education. Build your list using the following filters:

  • Homeowners who’ve owned for 10+ years
  • 50%+ equity
  • Areas with strong total commission opportunity (transaction volume × average price)

Start with 1,000 homes. Expand if it’s working. Need help pulling the list? Ask your title rep or use tools like PropStream or Breakthrough Broker.

Used for campaigns like Just Listed, Just Sold, Magic Buyer, or Pre-Appointment letters.You’ll need the ability to quickly pull 100–200 nearby homes around a specific property.

Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.

1

An Email Tool

You need a platform that lets you send mass emails to your database. Use what you have—FUB, Follow Up Boss, Mailchimp, KVCore, Constant Contact, etc. If you’re not set up yet, get that handled first. You can’t send if you can’t hit send.

2

Three Simple Lists

You need three lists:

Prospects

Recommended Audience For This Campaign

People you haven't done business with.

SOI/Past Clients

Recommended Audience For This Campaign

People you have.

Entire Database

Recommended Audience For This Campaign

All contacts.

These lists let you send smarter without overthinking.
3

A Plain Text Format

These emails are written to feel personal, not promotional—so keep them clean. Paste them as-is, with a short signature (your name, number, maybe your site). That’s it.

1

A CRM That Can Send Texts

Most modern CRMs can do this—Follow Up Boss, Lofty, Brivity, Real Geeks, etc. Use your CRM before buying anything new. You’ll want tracking, history, and batch-sending capabilities.

If you do need a mass texting tool, here’s what we recommend. But start with manual sends if you have to.

2

Three Simple Lists

Texting is for follow-up. And smart follow-up starts with the right filters.

Set up three lists:

Prospects

Recommended Audience For This Campaign

People you haven’t done business with.

SOI/Past Clients

Recommended Audience For This Campaign

People you have.

Entire Database

Recommended Audience For This Campaign

All contacts.

Apply two filters:

Engaged Recently

Opened an email or visited your site in the last 7 days.

Not Contacted Recently

No outreach in 30 days (for prospects) or 90 days (for clients).

That overlap—engaged but untouched—is your sweet spot. That’s who you text.
3

A Plain Text Format

These aren’t spam blasts. They’re timely, value-based follow-ups. Use their first name. Skip the signatures.

How to Execute

Step 1

Personalize postcard using:
or
Canva Template
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Step 2

Submit to your print shop

Send

  • Finalize Your Design: Complete any edits or adjustments in Canva.
  • Download as PDF:

    • Click "Share" in the top right, then select "Download".
    • Choose PDF Print from the file type options.
    • Ensure the "Flatten PDF" option is selected for compatibility.
  • Save Your File: Download the file to your computer.
  • Send to Print Shop: Submit the flattened PDF file to your print shop for printing.
  • Target Audience
    Farm
    Step 1

    Record the Video

    Show Flow
    Guided narration script for the video.
    Hook
    Audio Transcription of Show Flow
    AI-generated representation of the intended sound flow.
    Step 2

    Customize Template

    Canva Template
    Canva Template
    Step 3

    Post Your Video

    Video Title & Description
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    Video Walkthrough

    Examples

    Video Guide
    Video Guide