Holiday and Seasonal Prospecting Guide

Product Highlights:

Seize Opportunities: Work strategically while others take a holiday break to win new business.

• Targeted Actions:

• Revisit past proposals/BOVs/Offers to check clients’ plans for the new year.

• Engage high-value clients with personalized calls, gifts, and handwritten notes.

• Identify on-market comps and target them for new year listings.

• Holiday Outreach Ideas:

• Send holiday cards or thank-you notes to clients and prospects.

• Meet select clients with personal gifts like champagne or appreciation letters.

• Compelling Reasons to Act Now:

• Less market competition for listings during the holidays.

• Position sellers to be cash buyers in the new year when more inventory is available.

• Motivate tax-conscious clients and 1031 buyers to transact before year-end.

Who It’s For:

• Real estate brokers and acquisitions professionals seeking to outperform competitors during the holidays.

• Professionals looking to build momentum for the new year with focused outreach and actionable strategies.

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