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The Ultimate Lead Gen IG Story Series

Social Shareables
Social Shareables

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:

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

Customize Canva Templates to Match Your Brand

Personalize postcard using:
or
Canva Template
Copy 
Copied!

Hi [First Name], thanks for the feedback. 

How closely have you been following the market?

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Hi [First Name], thanks for the feedback.

Have you been out touring homes yet this year?

Copy 
Copied!

Hi [First Name], thanks for the feedback.

What’s the biggest factor holding you back from making a move right now?

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Step 2

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.

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
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Copied to Clipboard
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Video Walkthrough

Examples

Video Guide
Video Guide