Real estate agents often struggle to balance client meetings, property showings, and lead generation. Traditional methods like cold calling are less effective, and generating high-quality leads remains a top challenge. Closely offers a solution by automating lead generation with AI-driven personalization, multichannel outreach, and data enrichment. Here’s how agents use Closely to secure 50+ qualified leads monthly:
- Automated Outreach: AI-powered LinkedIn and email campaigns increase response rates by 35%.
- Data Enrichment: Verified contact details reduce wasted effort on dead leads.
- Lead Nurturing: Automated follow-ups and unified inbox ensure no lead is missed.
- Time Savings: Agents save 10 hours per week, allowing more focus on closing deals.
- Results: Users report a 45% boost in pipeline opportunities.
Closely simplifies the process, combining efficiency with personalization to meet the demands of modern buyers and sellers.
Effortlessly Generate Leads – Automated Systems for Real Estate Agents
How to Set Up Closely for Real Estate Lead Generation
To get started with Closely, you’ll need to create an account and connect your LinkedIn and email accounts. The process involves setting up your platforms, building targeted prospect lists, and using data enrichment tools to gather accurate contact information. Each step lays the groundwork for steady, reliable lead generation.
Setting Up Your Closely Account and Connecting Platforms
First, sign up for a Closely account and integrate your LinkedIn and email accounts for seamless automation. Closely offers two plans to choose from: the Starter plan ($49/month) for individual agents (1 LinkedIn account, 1,000 credits) or the Growth plan ($127/month) for teams (3 LinkedIn accounts, 3,000 credits).
After selecting your plan, securely connect your LinkedIn account. This integration automates tasks like sending connection requests and follow-up messages, saving you time and effort.
Next, link your email accounts. Closely supports unlimited email integrations, allowing you to use different accounts for various campaigns. For example, you might designate one email for high-end property buyers and another for first-time homebuyers.
To give your account a polished, professional appearance, customize the interface with your brand’s colors and logo.
Building Your Target Prospect Lists
Once your account is ready, the next step is creating targeted prospect lists. These lists are essential for effective lead generation. As a real estate agent, you need to clearly define your audience and understand why they would benefit from your services.
Start by identifying your ideal client profile. Consider factors like location, property preferences, and motivations. Are you aiming to connect with luxury buyers in specific neighborhoods, investors seeking rental properties, or businesses searching for office spaces? Tailor your messaging and outreach strategy to suit each audience.
Focus on specific geographic areas and property types, and refine your approach based on local market trends. Demographic details like age, marital status, or income can also help you better understand your prospects’ needs.
"You want to be discovered when potential leads Google phrases like ‘best neighborhoods for buying your first home in XYZ town,’ or ‘does XYZ town have a farmer’s market?’" – Matt Quanstrom, Coach at Compass [3]
A good rule of thumb is to build prospect lists roughly 10 times the size of your target client base [4]. For example, if your goal is to secure 5 new clients each month, aim for a list of 50 qualified leads. This approach accounts for typical response and conversion rates, ensuring a consistent pipeline of opportunities.
To stay organized, use a three-tier priority system for your prospects:
- Quick Wins: Leads likely to respond quickly.
- Core Clients: Your ideal long-term prospects.
- Premium Prospects: High-value leads that may require more nurturing.
This system helps you focus your time and resources on the most promising opportunities.
Using Data Enrichment to Find Contact Information
After building your prospect lists, the next step is enriching the data to ensure you have accurate, actionable contact details. Closely’s data enrichment tools make this process easier by verifying information and eliminating guesswork.
The platform’s email finder cross-references multiple databases to provide verified email addresses with high deliverability rates. A clean email list not only improves your sender reputation but also ensures your messages land in the right inboxes.
For real estate agents who prefer phone outreach, Closely’s phone number enrichment tool provides verified contact numbers. This feature is particularly useful for connecting with high-value leads or following up on warm prospects. Verified numbers also enable SMS campaigns, which can be effective for promoting time-sensitive opportunities like new listings or price changes.
Closely’s web research feature takes it a step further by gathering insights into your prospects’ online behavior, property searches, and social media activity. This data allows you to personalize your outreach with details that show you’ve done your homework.
Lastly, the platform’s lead scoring tool ranks prospects based on their activity and how well they align with your ideal client profile. This helps you prioritize your outreach efforts, focusing on leads most likely to convert.
For commercial real estate, Closely can also provide company-specific data, such as business size, industry, and signs of recent growth or relocation. These insights allow you to craft messages that address specific business needs, making your outreach more relevant and impactful.
Creating Multichannel Outreach Campaigns
Once you’ve compiled your prospect lists and enriched your data, it’s time to roll out campaigns that connect with prospects across multiple channels. Using a combination of LinkedIn and email outreach can amplify your efforts by leveraging the strengths of each platform. These strategies work hand-in-hand with your enriched prospect data, ensuring every interaction is targeted and impactful.
The key is to tailor your outreach to match the preferences of your prospects, whether they’re more active on LinkedIn or responsive to email.
Setting Up LinkedIn Connection and Follow-Up Sequences
LinkedIn stands out as a powerful tool for lead generation, boasting a 2.74% visitor-to-lead conversion rate – far ahead of Facebook’s 0.77% and Twitter’s 0.69% [2]. For real estate agents, mastering LinkedIn outreach is a must.
Start by optimizing your LinkedIn profile. Use a professional headshot, a branded cover image, and a clear value proposition that speaks to your expertise. Customize your profile URL to make it easier to share and more professional – change it from something like "linkedin.com/in/john-smith-12345" to "linkedin.com/in/johnsmith-realestate" [5].
When reaching out, craft personalized connection requests that reference something specific about the prospect. For example: “Hi Sarah, I noticed you recently moved to Austin and shared a post about exploring neighborhoods. I specialize in helping families find their ideal home in the area and would love to connect.”
After sending the request, engage further by viewing their profile or interacting with their content. Once they accept, follow up with a series of value-driven messages. Keep in mind, it often takes about 8 touchpoints to get a response from a lead [6]. Structure these follow-ups to share useful resources, market insights, and social proof. Stay visible by liking or commenting on their posts.
Adding Email Outreach to Your Campaigns
Email outreach complements LinkedIn efforts, creating a multichannel strategy that demonstrates thorough research and provides prospects with multiple ways to engage [7].
Before launching your email campaign, warm up your email accounts to improve deliverability and avoid spam filters. This process helps establish a solid sender reputation with email providers. Don’t forget to include your real estate license number, brokerage details, and professional contact information in your email signature to build trust.
Coordinate your email sequence with your LinkedIn activities. For instance, after connecting on LinkedIn, follow up with a personalized email that offers a relevant market insight or resource. Over time, share case studies, market reports, neighborhood guides, or client testimonials to showcase your expertise.
Use A/B testing for subject lines to fine-tune your approach. Experiment with question-based, benefit-focused, or urgency-driven subject lines, and track which ones resonate best. By using a unified dashboard, you can ensure your messaging across channels stays consistent while avoiding duplication [7].
Personalizing Messages and Timing Your Outreach
Personalization goes beyond simply using someone’s name. Incorporate dynamic tags to reference specific details about your prospects, such as recent property searches, neighborhood preferences, or significant life events [7].
For residential prospects, consider factors like their current living situation or interests in local communities. For commercial prospects, focus on business-related details like recent growth or expansion plans.
Timing also matters. Send LinkedIn messages during midweek business hours and schedule emails for times when prospects are most likely to check their inbox. To maintain quality and avoid being flagged, limit your outreach to about 20 prospects per day across all channels [7].
Track key metrics like open rates, response rates, and conversions to identify what’s working. Use these insights to refine your strategy. Tools like Closely’s analytics can help you dig deeper into your campaign performance and improve your lead generation efforts further.
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Using Closely’s Automation Features for Better Results
Once your multichannel campaigns are up and running, the next step is to tap into Closely’s automation tools to amplify your efforts while keeping outreach personal. These features help you stay on top of follow-ups, streamline meeting scheduling, and focus on your most promising leads – all without letting anyone slip through the cracks. By automating key processes, you can consistently nurture leads and aim to generate over 50 qualified leads each month, freeing you up to close deals.
Creating Custom Follow-Up Sequences
Did you know that responding to a lead within the first five minutes can boost conversion rates by up to eight times [8]? That kind of speed is tough to maintain manually, especially when managing multiple leads. Closely’s automation makes it possible.
With Closely, you can design multi-step workflows triggered by specific criteria. For instance, you can configure triggers like "Lead Status: ‘Qualified’" or "Industry: Real Estate" to ensure only high-priority prospects enter your workflow.
Here’s an example of how a follow-up sequence might work:
- When a new qualified lead enters your system, the workflow instantly assigns the lead to a team member, schedules a follow-up task, and sends a personalized SMS within five minutes. For example: "Hi [Name], thanks for reaching out! Are you free for a quick chat today?"
- After a short delay (e.g., 30 minutes), the system attempts a phone call. If there’s no response, it follows up with an email.
- Following the initial outreach, you might send a market report via email and then another SMS a few days later: "Just checking in – did you get a chance to review our options?"
Closely’s reporting tools let you track how each step performs. By analyzing this data, you can refine your approach and identify which touchpoints drive the most conversions.
Booking Meetings with Appoint by Closely
Once your follow-up process is automated, the next step is turning those interactions into scheduled meetings. That’s where Appoint by Closely comes in. This tool provides prospects with a direct link to book time on your calendar, eliminating back-and-forth emails and time zone mix-ups.
You can create different meeting types to suit various needs – like quick 15-minute qualification calls or longer 30-minute consultations. For agents handling multiple clients, Appoint’s group meeting feature is perfect for hosting events like market updates or first-time buyer seminars.
Appoint integrates seamlessly with tools like Google Calendar, Office 365, and Zoom to prevent double bookings and simplify remote consultations. It also sends automated reminders and buffers to ensure meetings run smoothly.
You can include your Appoint calendar link in email sequences or SMS follow-ups, making it easy for prospects to schedule a meeting. To avoid last-minute surprises, you can set minimum advance notice requirements for bookings.
Managing Leads with Unified Inbox and Lead Scoring
Closely’s unified inbox brings all your LinkedIn, email, and SMS communications into one place, so you never lose track of a conversation or miss a response.
The lead scoring feature automatically ranks prospects based on their engagement and how well they match your ideal client profile. For example, leads who respond quickly, visit your website often, or align closely with your target audience will receive higher scores. This helps you focus your attention on the most promising opportunities.
What makes this scoring system so useful is its ability to distinguish between serious buyers and casual browsers. Plus, with all communication history – whether from LinkedIn, email, or SMS – available in one dashboard, you get a complete picture of each prospect’s journey.
Automated responses handle routine inquiries, while more complex questions are flagged for personal follow-up. This approach ensures prospects get timely replies while allowing you to dedicate your time to high-value conversations that could lead to deals.
Tracking and Improving Campaign Performance
Keeping tabs on your campaign performance is a must if you want to consistently generate 50+ qualified leads every month. Without a clear understanding of what’s working and what’s not, you miss out on opportunities to fine-tune your strategy. That’s where Closely’s analytics tools come in, offering the insights needed to make smarter decisions and improve results over time.
Monitoring Campaign Metrics and Analytics
Tracking key metrics is one of the best ways to boost lead generation and conversion rates. Closely’s dashboard delivers real-time data on the most important indicators, so you can stay on top of your campaigns.
For starters, keeping an eye on connection rates can reveal how effective your LinkedIn outreach is and whether adjustments are needed. Similarly, monitoring email open rates and response rates provides a clear picture of how well your cold outreach is resonating with prospects.
In the real estate world, the average conversion rate sits at 2.4%, with internet leads converting between 1% and 3.5% [10]. If your numbers are falling short of these benchmarks, Closely’s analytics can help pinpoint where prospects are dropping out of your funnel.
Pay close attention to your lead-to-sales conversion rate – this metric shows how many of your leads are actually turning into paying clients [9]. Other important metrics include your average days on market, which reflects how quickly you’re moving prospects through the pipeline, and your sales volume, which measures success in dollar terms [9].
Closely also tracks engagement across LinkedIn, email, and SMS channels. Considering that 61.7% of online buyers eventually convert over the phone [10], it’s crucial to identify which touchpoints are driving the most phone calls and meeting bookings. These insights, updated in real time, can be exported for deeper analysis.
Exporting Reports for Performance Analysis
Closely’s reporting feature allows you to export detailed campaign data, giving you the tools to analyze performance and refine your strategy. These reports break down data by campaign, time frame, and prospect segments, offering a comprehensive view of what’s working.
When reviewing exported reports, look for patterns that reveal the best outreach times or most responsive industries. You can also compare your cost per lead (CPL) across channels. For reference, industry benchmarks place the cost of organic leads at around $416 each, while paid leads average $480 [11]. If your campaigns are generating leads below these costs, you’re in a great position.
The data also helps assess lead quality by analyzing metrics like lead scoring and performance by source [12]. For example, you might find that leads from specific regions or company sizes convert more effectively, allowing you to tighten your targeting.
Regularly analyzing these reports can also help you forecast commissions and revenue [9]. By spotting trends in your lead generation over time, you can better plan your sales pipeline and set realistic goals.
All of these insights integrate directly into your CRM, ensuring a streamlined view of your sales process.
Connecting Closely with Your CRM System
Integrating Closely with your CRM system creates a smooth flow of data, eliminating the need for manual updates and giving you a complete view of your sales pipeline. This integration ensures that all prospect interactions – whether through LinkedIn, email, or SMS – are stored in one place.
When prospects are moved into your CRM, their full communication history comes along with them. This means you’ll have access to all prior interactions before making a sales call. The integration also updates lead scores and stages automatically, based on engagement levels.
Long-term metrics are easier to track as well. For instance, you can monitor your listings-to-sales ratio to evaluate pricing and marketing effectiveness [9]. Customer satisfaction scores can also be tracked, helping you enhance your reputation and generate more referrals [9].
Most importantly, this integration ensures no lead slips through the cracks. When a prospect engages with a Closely campaign, notifications appear in both systems, making it easier to follow up promptly. Plus, with unified data, you can clearly identify which channels and campaigns are delivering the best-quality leads, allowing you to focus your energy on strategies that offer the highest return on investment.
Conclusion: Generating 50+ Qualified Leads Monthly with Closely
For real estate agents, generating over 50 qualified leads each month is no longer just a goal – it’s entirely possible with Closely’s automated, multichannel outreach platform. By combining automation with a seamless workflow, Closely simplifies the lead generation process while paving the way for continuous improvement.
The numbers speak for themselves: users of Closely report a 35% boost in response rates, save 10 hours per week on manual prospecting, and gain 45% more pipeline opportunities [1].
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy."
- Antonio D., Digital Strategist & Coach [1]
What sets Closely apart is its unified approach. Forget juggling multiple tools – everything you need for lead generation is accessible from one intuitive dashboard. The platform’s data enrichment feature ensures you’re reaching out to prospects with verified contact details, while AI-powered personalization helps your messages stand out in crowded inboxes. This streamlined process connects your outreach efforts directly to measurable results, allowing for ongoing optimization.
Additionally, Closely’s detailed analytics and CRM integration make it easy to identify your best-quality leads. By consolidating all your outreach channels into a single platform, you can refine your strategies over time, ensuring your lead generation efforts become more effective with every campaign.
FAQs
How does Closely improve lead quality for real estate agents with its data enrichment feature?
Closely’s data enrichment feature is a game-changer for real estate agents looking to boost lead quality. It instantly pulls verified details such as emails, phone numbers, job titles, LinkedIn profiles, and even buying signals. All of this information comes from over 30 reliable databases, ensuring it’s both accurate and relevant.
With these detailed, personalized prospect profiles, agents can tailor their outreach strategies to resonate more effectively. The result? Higher engagement rates and better conversions. It’s a smarter way to connect with the right prospects and speed up the deal-closing process.
What are the main advantages of using a multichannel outreach strategy for generating real estate leads?
A multichannel outreach strategy allows real estate professionals to connect with a wider audience by leveraging various communication methods such as email, social media, phone calls, and direct mail. By tapping into multiple platforms, you can engage potential clients where they’re most active, increasing the likelihood of meaningful interactions.
Consistent and personalized communication across these channels not only helps build trust but also provides a smooth and cohesive experience for prospects. This approach keeps leads engaged, making it easier to guide them through the decision-making process and turn them into clients – ultimately opening the door to more sales opportunities.
How can real estate agents use Closely to create personalized outreach messages that stand out?
Real estate agents can tap into Closely’s AI-driven tools to create outreach messages that genuinely connect with potential clients. By digging into detailed profile data – like location, job title, or even personal interests – Closely helps agents shape messages that align perfectly with each lead’s unique situation. The result? Conversations that feel personal and relevant.
On top of that, Closely offers dynamic message templates that automatically pull in specific lead details, such as their name or property preferences. This feature not only streamlines the outreach process but also increases engagement and response rates, making it easier for agents to build meaningful connections with their leads.