The Ultimate Lead Gen IG Story Series

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How to Execute
Video Walkthrough
Introduction
If you want more leads, this IG Story series is the play. Tom and Jimmy built these slides for one reason: they get people talking.
Here’s why it works: every question is easy to answer, a little personal, and designed to draw buyers and sellers into a real conversation.
We even included three recommended follow-up scripts so you’re never stuck wondering what to say next.
Examples

How to Execute
The Ultimate Lead Gen IG Story Series

Introduction
If you want more leads, this IG Story series is the play. Tom and Jimmy built these slides for one reason: they get people talking.
Here’s why it works: every question is easy to answer, a little personal, and designed to draw buyers and sellers into a real conversation.
We even included three recommended follow-up scripts so you’re never stuck wondering what to say 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:
Farm List
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.
Radius Lists
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.
Specialty Lists
Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.
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.
Three Simple Lists
You need three lists:
Prospects
People you haven't done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
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.
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.
Three Simple Lists
Texting is for follow-up. And smart follow-up starts with the right filters.
Prospects
People you haven’t done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
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).
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
Customize Canva Templates to Match Your Brand


Post to Instagram
Send
1. Open the Canva template
Swap colors, fonts, logo/photo as needed. Keep the prompt text as written or adjust to fit your market.
2. Download your slide(s)
Share → Download → PNG/JPG → Save to your phone.
3. Start a new Story on Instagram
Open Instagram → “+” → Story → Upload your slide.
4. Add the Poll (or Question) sticker
Tap the sticker icon (square smiley at the top).
For Polls: Select Poll, type in your 2–4 answer choices, and place it where the design allows.
For Questions: Select Question, paste in the prompt text from the template, and position it cleanly.
5. Post your Story
Tap Your Story to publish.
(Pro tip: Save it to a Highlight called “Polls” or “Q&A” so it lives longer.)
6. Monitor responses + follow up
Go to your Story → Activity → See Voters/Responses.
DM each person within 24 hours using the week’s recommended follow-up script.
Record the Video
Post Your Video
Video Walkthrough
Examples





