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Pre-Listing Appointment

Email Campaigns
Email Campaigns

Pre-Listing Appointment

Introduction

Great businesses don’t wait for demand. They create it. That’s exactly why this campaign has been one of our most successful for years: no one else is doing it.

Here’s the play. Before you even walk into the listing appointment, you prime your entire database with this email. The subject line? Impossible to ignore. The copy? Turns the volume allllll the way up.

What does that do? It builds buzz, positions you as the go-to agent with insider access, and gives you a list of curious buyers before the seller has even signed the paperwork. And when you tell your clients you’ve already started promoting their home? That’s the moment you lock in trust, and the listing.

Pro-Tip: Send this email next.

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 Subject Line and Message to CRM

Personalize postcard using:
or
Canva Template

I might get fined for sending you this

Copy 
Copied!

As Realtors, we’re not allowed to publicly promote a listing until 24 hours before it goes live.

But…

This is not a listing.

It’s an appointment.

I’m meeting with a seller today at 3pm ET who’s been thinking about selling and what I can tell you is if they do decide to list, this home is going to go viral on Zillow.

I’ll circle back with an update later today.

Wish me luck!

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Step 2

Transferring Email Content to Your Email Blast App

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
Copy 
Copied to Clipboard
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Video Walkthrough

Examples

Video Guide
Video Guide