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How much equity have you gained in the last 12 months?

Email Campaigns

How much equity have you gained in the last 12 months?

Introduction

Most agents wait for a signal—"We're thinking of moving"—before offering value. But the smart play? Lead with insight, not invitation.

This email works because it flips the script:

  • It removes the pressure to sell.

  • It positions you as a financial guide, not a salesperson.

  • It builds trust by showing the work you do behind the scenes.

  • And it taps into a powerful truth: people want to know where they stand… especially when everyone else is wondering the same thing.

Send it. Spark the conversation. Then follow up with a personal text.

How to Execute

Step 1

Copy Subject Line and Message to CRM

Canva Template
Canva Template

How much equity have you gained in the last 12 months?

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Copied!

Whenever I prepare equity reports for my clients, most are surprised by how much equity they’ve gained.

And even if they’re nowhere near selling, all of them appreciate having a clearer picture of their finances.

I don’t send an email like this often—just because it takes me some time to dig into the comps, analyze recent sales, and factor in details that algorithms overlook.

But I know a lot of my clients—especially recently—want to know where they stand.

Can I prepare one for your home?

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Step 2

Transferring Email Content to CRM

Send

  1. Copy Subject: Highlight and copy the subject line from your email draft.
  2. Paste Subject: Open the email blast app and paste it into the subject line field.
  3. Copy Email Content: Return to your draft, copy the email content.
  4. Paste Content: Paste it in the message body of the email blast app.
  5. Review and Send: Check for accuracy, then schedule or send the email.

Target Audience
Entire Database
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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Copied to Clipboard
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Video Walkthrough

Examples

Video Guide