You have showings to book, a buyer waiting for an answer and a deal with conditions coming due. Your week is already full. Then you look at your pipeline and realise you still need to create business for the weeks after these deals close.
That is where prospecting gets pushed to “when things settle down.” A useful weekly plan gives you a small piece of business-building work you can finish alongside the clients you are already serving.
YOUR STARTING POINT
Choose one group of people, one useful reason to contact them and one block of time. Record the next step as soon as a conversation happens.
Choose where you can be useful this week
Start with your business as it stands today. Which relationships could use your attention?
- Past clients: People you have helped before and have a genuine reason to check in with.
- Buyers whose plans paused: People who asked for your help, then needed more time or changed direction.
- Homeowners considering a move: People who have already raised questions about selling, buying or coordinating the two.
Choose one group for this week. That gives your outreach a clear purpose and makes it easier to prepare something useful.
If you have a buyer who already asked you to call on Thursday, keep that commitment first. Your prospecting plan should work alongside the follow-ups you owe people.
Write down five people before opening a blank message
“Work my database” is hard to finish. “Check in with five past clients I have not spoken with recently” gives you a starting point and an end point.
Choose people you can appropriately contact through your normal brokerage process. Next to each name, write:
- What you remember about their situation.
- Why a conversation could be useful to them now.
- The channel they normally use with you.
If you cannot name a useful reason to reach out, pick someone else or spend a few minutes preparing relevant information. A detail from your actual relationship is more helpful than a copied opening sent to everyone.
Five is a manageable example, not a required quota. For a particularly busy week, choose two people and make those conversations count.
Give them an easy reason to reply
A good check-in makes it easy for the other person to tell you where things stand. Keep it short, use what you actually know and ask one clear question.
EXAMPLE / A BUYER WHO PAUSED
“Hi [first name], when we last spoke you were taking a break from the home search. Has your timing changed, or would you prefer that I check back later?”
Adapt the wording to your relationship. If they asked for space, respect that. If they are ready to talk again, find out what has changed before sending another batch of listings.
For a homeowner who previously mentioned moving, a useful conversation might be about their timing or what needs to happen before they feel ready. For a past client, it might start with a home-related question they raised the last time you spoke.
Offer the help you can actually provide: reviewing priorities, talking through a possible move or arranging a time to meet. Let the next step fit the conversation.
Fit the plan around the week you actually have
Put the work into your calendar before showings and appointments fill every gap. Here is an example that takes 60 minutes across the week.
| When | Time | What you do |
|---|---|---|
| Monday | 10 minutes | Choose your group and five appropriate contacts. Write a useful reason beside each name. |
| Tuesday | 30 minutes | Make the calls or send five personal check-ins. Record responses and promised next steps. |
| Thursday | 10 minutes | Handle the follow-ups you agreed to, or book time for anything that needs a longer conversation. |
| Friday | 10 minutes | Review the results and carry forward any outstanding commitments. |
Choose days that suit your appointments. Replies and client conversations may need additional time; the hour above is a planning example, not a limit on serving someone who needs your help.
If an offer or showing takes over your outreach block, move that block to another specific time. Giving it a new place in the calendar is more useful than leaving it on an unfinished list.
With only 15 minutes available, choose one appropriate contact, make a thoughtful check-in and record the next step. You can build on that next week.
Record what you owe people while the conversation is fresh
The reply is the beginning of the useful work. A buyer may want different listings. A homeowner may need a conversation about timing. A past client may ask for a service referral.
Before you move on, record three things in the client system or calendar you already use:
- What they told you. Use their actual situation rather than assuming they are ready to move.
- What you agreed to do. Make it specific enough to act on.
- When the next step happens. Use the timing you agreed together.
EXAMPLE / A CLEAR FOLLOW-UP
“They are considering a move next spring. I will send the priorities worksheet on Thursday. We agreed to reconnect next month.”
Keep that commitment when you start planning the following week. A fresh prospecting idea should not wipe out an action you already promised a client.
If someone does not reply, do not turn one check-in into a string of messages. Use your usual follow-up process and respect their communication preferences.
Measure the conversations and next steps you created
On Friday, ask what moved forward. A simple record is enough:
- People contacted.
- Replies and useful conversations.
- Next steps agreed.
- Appointments booked.
- Commitments still outstanding.
Five messages sent is a completed action. A conversation that clarifies a buyer’s timing or leads to a planning appointment tells you more about your pipeline. Track both the work you did and what happened afterwards.
You cannot control how quickly someone decides to move. You can control whether you reach out appropriately, listen, offer useful help and follow through. Those habits give you more opportunities to be the agent people turn to when they are ready to buy or sell.
Make next week’s plan before you close this page
Write one sentence:
“This week, I will contact [number] [people] about [useful reason] on [day and time], then record every agreed next step.”
Put the block in your calendar. Start with the time and relationships you have, then improve the plan from what you learn.