Real estate outreach

Quarterly brand-awareness campaign across the 401 corridor. Existing clients automatically excluded.

Funnel snapshot Existing-client filter on
This quarter's outboundSample
Recent activity
How the system runs
1

Build the agent database

Pull active agents from each brokerage along the corridor and verify emails. New agents added quarterly as they enter the market.

2

Smart exclusion

Existing clients are tagged in the CRM and never emailed. The list updates automatically when new accounts are added.

3

Quarterly send

Once per quarter we send a brand-awareness email from your domain. Throttled across 5 to 10 days to protect deliverability.

4

Track and convert

Every open, click, and reply lands in the inbox. New agent contracts get tagged "client" automatically and drop out of future sends.

Sign Service Butler · Outreach CRM · summitintegrations.com

Campaigns

One brand-awareness send per quarter, throttled across 5 to 10 days.

Campaign list

Agent database

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AgentBrokerageCityLast touchStatus
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Existing clients

Agents already booking installs through SSB. Automatically excluded from outreach.

Auto-exclusion is on. When a new agent first books an install with you, they're tagged here and removed from future outreach sends. No manual list management needed.
Load your existing-client list Replace the list to suppress these agents from all sends
This replaces the full existing-client list. The seeded demo data will be cleared and replaced with your real list.
AgentBrokerage / DomainCityLast bookingBookings (12mo)Lifetime $
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Inbox

Hi Jordan, replies from agents land here. Booking requests get tagged automatically.

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Select a thread
Click any conversation on the left to read and reply.

Pipeline

New agent leads moving from outreach reply through first booking. Drag to update.

Email templates

Quarterly send templates with merge fields. Edit before each campaign in Admin.

Edit templates

Service area

From Kingston east through Cornwall, then up through Kemptville to Ottawa.

The 401 corridor
Regional breakdown
CityAgentsExistingEligible
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Reports

Quarter-over-quarter performance.

Agents in DB
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Emails sent
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Replies
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Existing excluded
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Open rate
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No sends yet
Reply rate
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No sends yet
Bounce rate
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No sends yet
Click rate
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No sends yet
Stage breakdown
StageCount
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Engagement breakdown
Name Email Company Opens Last open
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