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Listing Appointment Script

Phone & Text Scripts
Phone & Text Scripts

Listing Appointment Script

Introduction

Don’t wait until you secure the listing to start building relationships with the neighbors.

Here’s a technique to implement as soon as you book the listing appointment:

1. Build a list of nearby homes using a tool like Propstream.

2. Enrich the list with contact information (skip tracing).

3. Use the following script to make calls and send personalized emails.

If the first time the neighbors hear from you is when you’ve sold the home, you’re missing valuable opportunities.

By consistently engaging with neighbors at each stage of the listing process, you’re doing more than selling a home—you’re building your listing pipeline.

This strategy can effectively transform one listing opportunity into two or three additional ones.

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

Copy the message content and send it via SMS or DM

Personalize postcard using:
or
Canva Template

Hi [First Name],

My name is [Your Name], I'm a real estate agent with [Your Team].

I know you're not expecting my call right now but the reason I'm reaching out is because I'm actually meeting with one of your neighbors on Tuesday at 1pm to discuss selling their home.

I'm calling around the neighborhood because I'm offering a free home equity update while I'm in the area to folks who are exploring the idea of selling.

I'm not sure if it's for you but I'm happy to swing by after my appointment and provide some insight on how much you could get for your home in today's market.

Would that be something you'd be interested in?

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Step 2

Sending Your Message via Mass SMS or DM Tool

Send

  1. Log In to Your Mass Messaging Tool: Open your mass SMS or DM platform and log in to your account. (or simply use your phone)
  2. Select or Upload Recipients: Choose your audience (contacts/followers) or selecting recipients within the tool.
  3. Compose the Message: Paste the copied message content into the message field.
  4. Review and Send: Double-check the message for accuracy, then hit "Send" to distribute to all selected recipients.
Target Audience
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
Copy 
Copied to Clipboard
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Video Walkthrough

Examples

Video Guide
Video Guide