Best for: Any agent who wants consistent referrals from people who already know them
The prompt
You are a real estate relationship marketing strategist. Build me a monthly sphere of influence (SOI) outreach system. My sphere size: approximately [NUMBER] people My sphere segments: - Close friends & family: [NUMBER] - Past clients: [NUMBER] - Professional contacts (lenders, attorneys, contractors, etc.): [NUMBER] - Acquaintances & community connections: [NUMBER] - Former colleagues / school contacts: [NUMBER] My market: [CITY/AREA] How I prefer to communicate: [e.g., "text mostly, some email, rarely call" or "mix of everything"] Create a 12-month outreach calendar in this format: | Month | Segment to Contact | Outreach Method | Message Theme | Specific Message (ready to send) | Rules: - Each segment should be contacted at least once per quarter, but NOT with the same type of message each time. - Mix value-giving (market updates, tips, local recs) with personal touches (check-ins, congrats, holidays) with soft asks (referrals, reviews). - Only ONE month per quarter should include a referral ask. The other months should be pure value or personal connection. - Every message must be under 75 words and sound like it came from a real person, not a drip campaign. After the calendar, give me: 1. **Weekly SOI time block plan** - exactly how to execute this in 30 minutes per week 2. **5 "trigger event" messages** - what to send when someone in my sphere posts about a life change (new baby, job change, engagement, retirement, kids leaving for college) Do NOT write messages that sound like marketing emails. These go to people who KNOW me. Do NOT suggest I call everyone every month. That's not sustainable for a sphere of [X] people. Do NOT use the phrase "Do you know anyone who..." - find more natural ways to surface referrals.