Hey, First name / you. No appointment this week?

Three coaching calls this week. Three different agents. Same expensive habit.

 

They all know their leads are going cold. Warm leads stalling because "life happened" between the ask and the callback. I'll be honest, I've caught myself doing it too.

 

This is the pattern most agents fall into: A lead comes in warm. You mean to call. Something urgent eats the afternoon. Three days pass and the lead is cold. Now multiply that by every name sitting in your database.

 

Follow-up isn't the task you get to when everything else is done. It's the most expensive habit you're getting wrong, because the deal was already there. You just let it go quiet.

 

Here's what you can do instead: stop treating follow-up as a feeling. Build it as a system. A system doesn't rely on you remembering. It runs whether you feel like it or not.

Follow-up isn't the only place a system beats willpower. This week's Take It and Run - AI video applies the same idea to your market updates: I uploaded almost a thousand MLS records I never even opened, ran one copy-paste prompt in Claude Design, and walked away with nine finished pieces of content in about 10 minutes. Different task, same lesson. Build the system once and it works whether you feel like it or not.

Watch now 👇🏻

What you'll need: your CRM and 20 minutes (ahem… that means put this on your calendar and honor it 😉)

Step 1 — Pull your last 90 days of leads. Filter for anyone with no contact in the last two weeks. 

Step 2 — Pick the top 10 warmest names off that list. 

Step 3 — Send this today: "Hey [Name], I dropped the ball on following up and I own that. Still thinking about [their goal]? I've got a couple ideas if you are." 

Step 4 — Track who replies. That's your call list for tomorrow.

 

That's it. Twenty minutes. Ten warm leads back in play.

✨ Build Your Own Website With Claude — Watch the Replay

Missed Friday's webinar? Merrill walked through exactly how he rebuilt our website with Claude, brain doc and all, then went live again twenty minutes after we signed off when Claude dropped an update that changed part of what he'd just taught. Watch the replay and grab every prompt, slide, and link on the free resource page.

🎧 Our latest Take It and Run Podcast 

Dawn Levy has built an entire client pillar around downsizing, and it's some of the smartest long-game thinking we've talked about on this podcast. In this episode, Dawn walks through how she spots the downsizing conversation before the client even knows they're having it, and what she does differently to stay the obvious call when they're ready. If you have any past clients over 55, this episode is your homework.

😲 Don't sleep on these offers!

 

✨ Want a stunning Link-In-Bio that also captures warm leads AND auto responds for you? 

Check out POP.STORE! I've just switched over from 3 different platforms and have been blown away. 

 

Use my code KRISTI30 for 30% off. Applies to monthly AND yearly memberships.

 

Social media automation for the mortgage & real estate industry. One tool. Totally compliant. 

Taking the time to execute on these small tasks is what places you in a position serve more people and increase your earnings.

Don't forget

This exercise is primarily designed to 🗓️ SET APPOINTMENTS! Track your progress and pay attention to what’s converting. I’d love to hear what you discover.

Wanna make magic together?

I coach, consult, speak on stage, and occasionally break out into dance. Which one can we do together? ⤵️ 

**This is not a coaching solicitation to any current Tom Ferry coaching clients working with another coach**