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POV: Downsizing

Social Shareables
Social Shareables

POV: Downsizing

Introduction

POV hooks are effective because they tap into real, relatable experiences. That’s exactly what this campaign does: POV: Downsizing gives you the chance to connect with homeowners who might be quietly wrestling with the decision to downsize.

Plus it’s incredibly simple to execute. No script, no voiceover—just b-roll from your camera roll (a neighborhood like in this example, a listing interior like in this example, even a front door like in this example). Overlay with text, and let the caption do the heavy lifting. It doesn’t need to be super polished, the priority here is a clear message.

This campaign isn’t just a Reel. It’s a chance to build trust, share your expertise, and position yourself as the agent who goes beyond what’s expected. Keep it real, keep it relatable—and make sure to end with a call to action that invites them to engage, like commenting GUIDE to take the next step.

Use the Video Description below as your Instagram Reel caption.

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

Record the Video

Personalize postcard using:
or
Canva Template
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Step 2

Create Your Thumbnail

Send

Target Audience
Step 1

Record the Video

Show Flow
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
Deciding to downsize isn’t easy—it’s emotional, and it takes time to know if it’s the right move. But when it is…a fresh start can be life-changing. Here are 5 signs it might be time to downsize: 1. Your monthly costs feel unnecessarily high. 2. You have rooms that sit empty, except for storage. 3. Your utility bills keep skyrocketing. 4. You’re craving more freedom to travel on your own terms. 5. The upkeep on your home feels like a constant burden.If this is something you’re considering (even just thinking about), comment GUIDE below to get my free downsizing guide & more info to help you make an informed decision. 👇
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Video Walkthrough

Examples

Video Guide
Video Guide