Real Estate Lead Checklist: 5 Steps with AI Prompts

You want more leads. More closings. More referrals.
Whether you’re starting, rebuilding momentum, or scaling your business, you’ll find proven strategies that help you attract attention, build trust, and turn interest into results.
Download the condensed checklist version of this guide with AI prompts you can use right away.
[Download PDF Here]
Let’s get into the methods top-performing agents are using right now.
1. Know Your Market. Know Your Audience.
Before attempting to sell anything, take the time to understand your territory thoroughly.
- • Research buyer and seller behavior in your area.
- • Identify which neighborhoods are gaining attention and where pricing trends are headed.
- • Segment your audience. Are you speaking to first-time buyers, investors, or luxury clients?
Try this AI prompt:
"What are the top buyer personas in [your city], and what are their biggest concerns when shopping for a home?"
Pro Tip: Create content like "Why [Your Town] Is 2025’s Hidden Gem" to attract the right attention in your local market.
2. Build a Brand People Trust
Clients choose agents they feel confident in. Build a personal brand that makes them feel like they already know and trust you.
- • Use a high-quality headshot and define your tagline, tone, and visual identity.
- • Be consistent in how you show up across social media, print, and email.
- • Share real stories, testimonials, and case studies that showcase your impact.
Try this AI prompt:
"Write a compelling real estate agent bio for [your niche or market] that builds trust and connection."
Tip: Your reputation drives referrals and repeat business. Focus on being top-of-mind and memorable in everything you publish.
3. Use Every Tool in the Box
Marketing today requires a mix of new-school and old-school tactics. Don’t rely on just one channel.
- • Run targeted Google and social media ad campaigns.
- • Post reels, property tours, and local area highlights that invite engagement.
- • Build automated email campaigns to keep leads warm.
- • Send high-quality print pieces that get noticed in the mailbox.
Try this AI prompt:
"Create a 3-email follow-up sequence for new buyer leads looking in [area]."
Tactic: Install a retargeting pixel on your site so your listings continue to follow visitors across the web. Learn how to set it up here.
4. Make Every Listing Tell a Story
People don’t buy properties. They buy the way a home makes them feel.
- • Invest in stunning visuals, professional photos, drone shots, and 3D walkthroughs.
- • Highlight the lifestyle, not just the specs. “Evening wine on your private deck” is more compelling than “3BR, 2BA.”
- • Add personal video intros or voiceovers to bring the experience to life.
Try this AI prompt:
"Rewrite this property description to focus on the emotional and lifestyle benefits of living there: [paste your listing here]."
5. Measure, Improve, Repeat
Your marketing should evolve with you. Keep testing and refining your approach.
- • Track where your leads are coming from so you can double down on what works.
- • A/B test your subject lines, ads, and call-to-action buttons.
- • Use CRMs like FollowUpBoss or HubSpot to stay on top of your pipeline.
Try this AI prompt:
"Help me come up with two variations of this headline for A/B testing: [insert headline]."
Tip: Top agents treat their own brand like their most valuable listing, because it is. Every impression, post, and email is a showing of you.
Final Word: You’ve Got This
You don’t need to do everything at once. Start with one smart step, take action, and let the momentum build. You have everything it takes to succeed, and your next win starts now.
Download the condensed checklist version of this guide with AI prompts you can use right away.
[Download PDF Here]
Want more? Stay sharp with Corefact Academy’s latest marketing strategies, customizable templates, and insights from agents making it happen every day. And if this guide sparked an idea or gave you clarity, share it. Because when agents grow together, everyone wins.
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