The users who get the most out of Courted Connect arenât the ones who spend the most time in it. Theyâre the ones who come back consistently.
Thatâs not a motivational line, itâs a pattern. Prospecting rewards showing up consistently and on time â an agent who just took a listing or just switched brokerages is worth reaching out to this week, and not much later. A tool you open every few weeks canât do that for you.
So the goal here is a routine small enough that youâll actually keep it: fifteen minutes, two or three times a week. That's it.
The fifteen-minute session, 3x/week
1. Partner Alerts first (about 5 minutes)
These are people who already send you business, which makes them some of the lowest hanging fruit on the page.
Most of these should be a text rather than an email. Hit Draft message, switch the format to text, edit a line so it sounds like you, and send. Two or three of these is a good session.
2. Prospect Alerts next (about 5 minutes)
Youâll usually have more alerts here than you have time for, so the skill is picking. Reach for the ones with real significance attached â a career-highest listing, a brokerage switch, a production spike, a first listing in a new area. Skip the routine ones, or use the Alert type filter to hide them entirely.
Pick three to five, hit Draft message on each, edit, and send. Use Dismiss on anything youâve decided against so it isnât there next time.
Why this is often higher value than cold outreach. Youâre reaching out about something that just happened to them, so your outreach is highly relevant. In some cases, you'll be reaching out before the agentâs own manager does â that contrast, where you noticed something and everyone else didnât, is exactly how you stand out.
3. Feed the top of the funnel (about 5 minutes)
Open your saved searches. Because they re-run nightly, agents who newly match your criteria will be sitting there waiting.
Open two or three that look interesting, skim their production and their Top LO deal share or Top title deal share, and mark the good ones as prospects. Use ComposeAI to generate a message to the ones that look most interesting, and send that message.
Particularly if your Prospect Alerts are looking a little dry, spend more time feeding the top of funnel.
4. Clear your tasks (about 2 minutes)
Go to Overview > Tasks and clear out any due or past due tasks.
The monthly half hour
Once a month, zoom out from alerts to lists.
Read your Prospect List as a whole. Youâre looking for stalled relationships: anyone sitting at Identified with a last interaction date several weeks old. Each one is a decision â reach back out, or remove them. A prospect list youâre afraid to look at is too long.
Read your Partner List. Move anyone you havenât touched in a while or who no longer sends you business to Lapsed partner, and pick two or three to re-engage. Sort by Your deal share while youâre there â a partner doing strong volume where your share is small is the easiest growth in your book.
Check your saved searches still make sense. If a search consistently returns nobody new, your criteria are probably too tight for your market. Loosen the minimum and try again.
When your alerts are quiet
It happens, especially in a smaller market or a slow month. A quiet alert feed usually means one of three things:
Your Prospect List is too small. Prospect alerts only fire on agents you've marked as prospects. If you have fifteen prospects, expect a trickle. Go back to a saved search and add more.
Your market is seasonal. Listing activity dips and so do alerts. This is a good time to work Partner Alerts and clean up your partner and prospect lists, rather than waiting for something to happen.
Youâre only watching one kind of signal. Make sure you are not filtering your alerts to just one type of alert, and instead try to look at them all at once.
When itâs quiet, the best use of the session is depth instead of breadth. Pick one agent youâd genuinely like to work with, read their Production specialization tab properly, and write them something really specific and value-adding about their own business. One message like that is worth ten generic ones.
What good looks like after a month
Youâll know the routine is working when:
Your Prospect List has grown steadily
Most of your outreach references something specific that happened
Your activity log shows touches spread across weeks, consistently
A few prospects have become partners
None of that requires more than fifteen minutes at a time. It just requires the fifteen minutes actually happening.