Five Client-Winning Habits That Will Grow Your Real Estate Business

The Proven 5-4-3-2-1 Formula: How Top Realtors® Build Momentum, Generate Leads, and Stay Top-of-Mind All Year Long

 
Directional sign pointing to "Old Habits" and "New Habits" on a rural road symbolizing Realtor® career choices

To grow your real estate business, leave old habits behind and commit to consistent, proven outreach strategies like the 5-4-3-2-1 formula.

 

Highly successful Realtors® don't rely on luck—they rely on habits. Research shows that 82% of real estate transactions come from people a Realtor® already knows, according to the National Association of Realtors®. That means your daily activities, not just your ads or listings, are what drive consistent growth. The 5-4-3-2-1 method is a proven framework to build client relationships, grow your database, and generate more referrals over time.

Let’s Start building your brand, growing your pipeline, and generating more high-quality leads with the full-service support of AmericasBestMarketing.com.


Make 5 Meaningful Contacts Each Day

Your SOI wants to work with someone they trust when they have a real estate need. Calling your SOI will keep you top-of-mind and likely the first person they call.

 

Start each weekday with five purposeful connections.

Why it matters: Consistent outreach keeps you visible within your Sphere of Influence (SOI). This isn’t about cold-calling strangers—it’s about nurturing warm connections that can convert or refer business.

What counts as a meaningful contact:

  • A personal check-in text or phone call

  • A birthday or milestone message

  • A thoughtful comment on a client’s social media post

  • Sending a local event invite

Pro Tip: Use your CRM to sort contacts by "last touch" and start with people you haven’t connected with in the past 90 days. If you have 250 contacts, you can rotate through your entire database 4x per year by making 5 contacts per day.


Post 4 Social Media Updates or Send Personal Notes Each Week

America's Best Marketing Real Estate Agent Writing Personal Note

Handwritten notes are extremely impactful and leave a lasting impression, setting apart the one mailing them.

 

Stay relevant and present in the minds of your clients and prospects.

Why it matters: Your social media presence builds familiarity. Posting valuable, personable content establishes your expertise and humanizes your brand. When combined with physical notes, it becomes a multi-sensory marketing strategy.

Ideas for weekly content/posts:

  • Client testimonial (written or video)

  • Local real estate stat or market update

  • Behind-the-scenes from an open house or showing

  • Personal moment or community involvement photo

Don’t forget analog touches: A handwritten card after a closing, a note of encouragement, or a holiday message often lingers longer than a post.

Pro Tip: Batch content weekly using branded templates and scheduling tools, then fill in spontaneous moments in real time.


Add or Update 3 Contacts Weekly

Your Sphere of Influence is the easiest to convert into clients and the fuel that will grow your business.

 

Your business is only as strong as your database.

Why it matters: On average, 10% of your SOI will have a real estate need each year, and 50% of those people will need to buy and sell. That’s up to 15 potential clients for every 100 well-nurtured contacts.

Ways to grow your database:

  • Meet new people at networking or community events

  • Ask friends or clients for referrals and introductions

  • Add people you meet during open houses or social outings

  • Connect on LinkedIn and request permission to stay in touch

Use your CRM to:

  • Merge duplicates

  • Tag contacts by group (past clients, vendors, warm leads)

  • Set next-touch reminders

Pro Tip: Once a week, dedicate 15 minutes to cleaning and organizing contact info. Over time, this turns into a well-oiled machine that powers your follow-up and marketing efforts.


Dedicate 2 Hours to Community Involvement Each Week

America's Best Marketing Real Estate Agent Community Service

Volunteer opportunities are everywhere and serve as a great way to impact the lives of others in your community.

 

People do business with people they see and trust.

Why it matters: When you’re visible in the community, you become a trusted local expert. Face-to-face interaction leads to deeper relationships, referrals, and top-of-mind awareness.

Ways to get involved:

  • Attend Chamber of Commerce or BNI meetings

  • Volunteer for local fundraisers, clean-up days, or school events

  • Sponsor or show up at farmers markets, holiday parades, or youth sports

  • Host client appreciation or educational events

Pro Tip: Commit to 2-3 local organizations that meet regularly. Presence creates familiarity, and familiarity creates trust.


Schedule 1 Social Appointment Each Week

America's Best Marketing Real Estate Agent coffee appointment

The ultimate sales pitch is a casual and friendly conversation that might not even cover the topic of real estate.

 

Create opportunities to build deeper one-on-one relationships.

Why it matters: Coffee chats, lunches, or happy hours allow you to be more than just a name or brand—they let you connect as a person. Over time, these social touches lead to increased loyalty, more referrals, and real connection.

Ideas for social appointments:

  • Past clients who had a great experience

  • A top SOI member you haven’t seen in a while

  • Local lender, inspector, or industry partner

  • Someone you met at a community event who showed interest

Pro Tip: Make it casual and personal. No need to "talk shop" the whole time. A friendly conversation goes further than a sales pitch.


What Successful Realtors® Are Reading


Putting It All Together: The 5-4-3-2-1 Formula

  • 5: Make 5 meaningful SOI contacts each day

  • 4: Post 4 social media updates or personal notes weekly

  • 3: Add or update 3 people in your CRM weekly

  • 2: Spend 2 hours per week in your community

  • 1: Schedule 1 in-person social meeting per week

These habits compound. If you stick with them for 6-12 months, you’ll build a brand, grow your SOI, and fill your pipeline with repeat clients and referrals.

Frequently Asked Questions About Client-Winning Realtor® Habits

Q: Do these habits really lead to more real estate deals?

Yes. Agents who stay top-of-mind with their SOI generate more referrals, repeat clients, and inbound leads than those who focus only on ads or cold outreach.

Q: How long before I see results?

Most Realtors® see noticeable results in 60-90 days, and exponential growth over 6-12 months when done consistently.

Q: Do I need a CRM to implement this system?

Yes. A CRM helps you track who you contacted, what was said, and when to follow up again. It creates accountability and saves you time.

Q: What if I don’t like social media?

You don’t need to be a content creator—just be present. Use templates, reuse content from other platforms, and keep it simple and relevant to your brand.

Q: Can I outsource parts of this?

Absolutely. Many Realtors® outsource design, scheduling, and copywriting so they can focus on relationship-building and showings.

There’s No Better Time to Start Growing Your Business Than Right Now. Let’s Get Started Today!

AmericasBestMarketing.com offers:

  • Custom-branded social media templates

  • CRM setup, segmentation, and clean-up

  • Direct mail and email campaigns

  • Monthly lead-generation coaching and strategy support

  • No long-term contracts—just results

The habits are simple. The payoff is massive. Let’s get to work.

 

Discover our comprehensive Multi-Channel Marketing Program tailored for Realtor® success! In this video, we’ll walk you through our strategic approach that blends social media, listing marketing, IDX interactive websites, digital advertising, direct mail, and more.

 


Shad Rockstad

Shad Rockstad brings over 25 years of leadership in business development, marketing, recruiting, and customer service to his clients. Beyond his years of coaching real estate professionals and business owners, he has held executive roles in printing and manufacturing firms, and founded, built, and sold retail and transportation services companies.

Shad and his team enjoy helping clients distinguish themselves from their competition by establishing success-driven routines and habits, and by applying proven business and marketing fundamentals. It is most fulfilling when clients achieve their personal and business growth objectives, from small day-to-day wins to major lifetime dreams.

https://www.americasbestcoaching.com/
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Sample Texts Realtors® Can Send to Their Contacts and Sphere of Influence

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