Real estate lead nurturing proposal: Free template

Customize this free real estate lead nurturing proposal with Cobrief

Open this free real estate lead nurturing proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your services, the agent or brokerage’s goals, and the market they operate in. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching lead follow-up and conversion support to real estate agents, teams, or brokerages. Whether you’re creating proposals daily or occasionally, this version gives you a structured head start and removes the guesswork.

What is a real estate lead nurturing proposal?

A real estate lead nurturing proposal outlines how you'll help a real estate professional turn leads into clients through strategic follow-up, automation, and personalized communication. It may include CRM setup, drip campaigns, SMS follow-ups, content creation, and conversion-focused messaging.

This proposal is used by marketers, virtual assistants, or CRM consultants offering services that help agents consistently engage their leads and move them down the sales funnel.

A well-written proposal helps you:

• Clarify how you'll manage, segment, and follow up with leads.
• Show how you’ll save the agent time while increasing conversions.
• Set expectations for systems, tools, and outcomes.
• Build trust through automation + personalization strategies.

If you offer marketing, CRM, or follow-up support to agents or brokerages, this is the right kind of proposal to use.

Why use Cobrief to edit your proposal

Instead of copying a static template, you can use Cobrief to tailor and refine your proposal directly in your browser — with AI built in to help along the way.

• Edit the proposal directly in your browser: No setup or formatting required — just click and start customizing.
• Rewrite sections with AI: Highlight any sentence and choose from actions like shorten, expand, simplify, or change tone.
• Run a one-click AI review: Get instant suggestions to improve clarity, fix vague sections, or tighten your message.
• Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
• Share or export instantly: Send your proposal through Cobrief or download a clean PDF or DOCX version when you’re done.

Cobrief helps you create a polished, persuasive proposal — without wasting time on formatting or second-guessing your copy.

When to use this proposal

This real estate lead nurturing proposal works well in scenarios like:

• When helping agents follow up with cold, warm, or unresponsive leads.
• When responding to a request for marketing or CRM setup support.
• When offering done-for-you campaigns, SMS/email follow-ups, or VA assistance.
• When supporting teams who need scalable, consistent communication across lead types.

Use this proposal whenever you need to show how your services turn contacts into closings — reliably and efficiently.

What to include in a real estate lead nurturing proposal

Each section of the proposal is designed to help you explain your offer clearly and professionally. Here's how to use them:

• Executive summary: Highlight how your service helps the agent convert more leads by staying top-of-mind, following up at the right time, and reducing manual effort.
• Scope of work: Detail your services — lead tagging and segmentation, CRM setup or optimization, email and SMS sequence creation, monthly content calendars, follow-up call scripting, reporting, and system maintenance.
• Timeline: Outline a setup and execution plan — e.g., week 1 CRM audit, week 2 campaign creation, week 3 go-live. Mention recurring tasks if offering ongoing support.
• Pricing: Provide flat-fee setup pricing plus monthly retainers for ongoing campaigns. Optionally, offer tiers (e.g., basic automation vs. full-service lead nurturing).
• Terms and conditions: Include contract length, cancellation policy, platform responsibilities (e.g., client owns CRM access), and turnaround time for edits or campaign updates.
• Next steps: Close with a simple call to action — e.g., “Approve this proposal to begin your CRM review” or “Schedule your onboarding session to kick off setup.”

How to write an effective real estate lead nurturing proposal

Use these best practices to emphasize clarity, credibility, and performance:

• Make the agent the focus: Show how your system frees them up to close more deals and waste fewer leads.
• Personalize where it matters: Mention their market (e.g., first-time buyers, investors), tools they use (e.g., Follow Up Boss, KVCore), or pain points.
• Show results, not just tasks: Share conversion rates, response times, or ROI from past campaigns.
• Be clear and confident: Explain what’s automated vs. manual, and what’s expected of the agent.
• Keep it skimmable: Use bold headers, bullets, and short sections that are easy to review quickly.
• End with momentum: Encourage a fast decision with next-step prompts and clear onboarding steps.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.