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Module 04 · Company playbooks

Real estate agency

Coming soon

Coming soon. How your assistants will market every listing, answer every lead, and book viewings, with every post and email waiting for your Approve.

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You run a real estate agency. You list homes for sellers and landlords, market them on your channels, and help buyers and tenants find and view them. StellarFirm gives you a team that drafts the work for every listing, and you approve everything that goes out.

Your team#

AssistantWhat it does for the agency
MarketingWrites the listing description, a short video script with a shot list, the social posts, the ad, and the just listed email
SalesDrafts a reply to every buyer, tenant, and seller lead, prepares seller meetings, and follows up after viewings
Executive assistantPlans the viewing rounds, drafts the invites, and keeps your inbox and your day in order

You are the CEO. You add the listing and approve every post, ad, email, and invite.

Preflight#

  1. Connect your mail and your calendar: Gmail or Outlook, and Google Calendar.
  2. Put one folder per listing in Google Drive, OneDrive, or SharePoint: the listing sheet, the floor plan, the photos, and any clips.
  3. Connect your social tool, such as Metricool, Ayrshare, or Buffer, so Marketing can see what worked before.
  4. Connect your email campaign tool, such as Brevo, so Marketing can read your lists and past campaigns.
  5. Write your company brief: the area you cover, what you list, your channels, where leads arrive, and your voice.

House rules to start with#

Copy these into your company brief and edit them to fit.

  • Never post, publish, or send on your own. Every post, ad, email, and invite waits for my Approve.
  • Describe the home and the area, never the kind of person who should live there.
  • Use only the facts in the listing sheet. Say when something is missing.
  • Keep each client and each listing separate.
  • Do not give legal, tax, or mortgage advice.

Day 1: your first listing#

PromptMarket a new listing
Marketing, from the listing sheet in the Drive folder for [address], write the description, a 30 second video script with a shot list, three social posts, and one ad. Describe the home, not the buyer. Hold everything for my Approve.
PromptJust listed email
Marketing, draft a just listed email about [address] for people looking in [area]. Use only the facts in the listing sheet and hold it for my Approve.

Read every draft. Fix a fact once in the listing sheet, and ask again: every draft uses the same facts.

First week: leads and viewings#

PromptAnswer the leads
Sales, draft a reply to every enquiry about [address] this week. Answer what each person asked, offer two viewing times, and give one next step.
PromptPlan the viewings
Executive assistant, plan the viewings for next Tuesday. Group the homes by area, check access with the owners first, and draft the invites.
PromptAfter the viewings
Sales, draft a thank you to each visitor from today's viewings and one update for each seller on what visitors liked and raised.

Steady orbit#

WhenWhat
Every morningNew leads and the viewings ahead, as routines in Sales and Executive assistant chats
Each new listingThe description, video script, posts, ad, and email from one prompt
Each weekViewing feedback for every seller, and a just listed or market email to your list

What always waits for your Approve#

Every post on a social channel, every ad, every email, every calendar invite, and every file saved to Drive. Your assistants draft. You decide what goes out and when.

The public page is Create your own real estate agency.