Step 1: Prioritize Follow-Ups Daily
Each day, log into Courted and review tasks you’ve assigned yourself. Make sure to prioritize follow-ups and next steps—this is where recruiting momentum builds
💡 Recruiting Tip: Reflect weekly. If someone didn’t reply, why? Was it timing, tone, or targeting? Post-mortems aren’t just for sales.
Step 2: Use Pipeline Alerts to Reach Out at the Right Time
Not sure what to say in a follow-up? Courted’s Pipeline Alerts surface timely updates (like recent deals or listing activity) that make perfect talking points. Show agents you're paying attention and truly invested in their success.
Reaching out at the right moment matters. Think about it like this: when your birthday rolls around, you probably remember who wished you happy birthday that morning. But the person who says “happy belated” two weeks later? Less memorable. You want to be that first person – timely, thoughtful, and attentive.
Use Pipeline Alerts like a to-do list when you log in. Each alert is an opportunity to congratulate an agent on a win and keep the relationship warm. When you send a message that’s genuinely supportive – not overly salesy –it shows that you're paying attention, you understand their career journey, and you're someone worth staying in touch with.
Step 3: Keep the Flywheel Going
At this stage, your focus should be on maintaining a consistent rhythm—logging in daily, reaching out when time allows, and keeping your pipeline up to date.
Checking pipeline activity and alerts daily
Messaging new agents from your Watchlist if time allows
Updating agent statuses as responses or meetings come in
💡 Recruiting Tip: Don’t just track touchpoints—track timing. A well-timed message, especially one tied to an agent’s success, will land much more effectively than a generic check-in.
What's Next?
After your first few weeks, you should start to hit your stride.
You’ve contacted 50–100 agents.
You’ve followed up with each at least once using personalized, timely insights.
You’ve likely booked your first meetings
This is more than just making calls or sending texts. It’s the start of a repeatable, scalable recruiting process. You’ve proven that you can find the right agents, reach out with intention, and stay organized while doing it.
From here, it’s about consistency:
Monitor agent activity and use it as your daily driver for outreach.
Clean your pipeline regularly (remove retired/unresponsive agents, update statuses, etc.)
Keep relationships warm with thoughtful check-ins, event invites, and success recognition.
Reflect and adapt – what’s working? Which messages landed? Where are people falling off?
As you build momentum, you’ll also begin to recognize patterns. Which agent profiles are responding most often? What timing or tone gets the best results? How long is your average recruiting cycle? Use that data to sharpen your playbook and become even more strategic.
💡 Recruiting Tip: The best recruiters don’t just close the deal – they build trust over time. Courted gives you the tools to do both: spark interest and stay relevant until the timing is right.