The client journey
Relevant prospects → reviewed records → useful education → requested conversations → brokerage service → long-term relationships.
The complete operating checklist
- Find appropriate prospects
- Screen geography, ownership, and property type
- Match existing owners and prevent duplicates
- Prepare PropertyRadar imports
- Enrich ownership and contact information
- Review current property status
- Apply suppression and provider exclusions
- Validate exact email addresses
- Save and enroll eligible owners
- Choose the campaign
- Lead with useful information
- Continue education at the approved cadence
- Prepare and verify branded media
- Complete final checks and reserve a send
- Send and save the actual outcome
- Monitor replies, delivery, opt-outs, and bookings
- Capture and confirm inquiries
- Qualify and arrange a consented consultation
- Deliver brokerage services through closing
- Maintain the long-term relationship
Campaigns and supporting channels
Relist / expired, FSBO, and reviewed seller-assistance campaigns. Supporting modules include branded websites, video and thumbnails, direct mail and QR capture, YouTube Shorts with captions, consultation handoff, and operational reporting.
Implementation sequence
Discover your market and priorities. Configure the selected connections and content. Verify the complete handoff. Operate, monitor, and improve from actual outcomes.
Capabilities are scoped per client. Third-party accounts, permissions, content, and readiness checks are required where applicable. Results are not guaranteed.
David D. McElroy · Texas Real Estate Broker
david@daviddmcelroy.com · 817-966-9495
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