Grow Your Database in 15 Minutes or Less

So, you’ve made it through 2023. Is your database organization up to par for what 2024 will bring?

Here’s an exercise I ran with my team this week to build their databases:

Step 1: Create a spreadsheet with the following columns: First Name, Last Name, Email 1, Email 2, Phone 1, Phone 2, Address, City, State, Zip, Date of Closing.

Step 2: Add Past Clients

• Run an MLS search of your past closings by changing the status to “Closed” and entering you in as the “Selling/Co-Sell Agent.” Select All -> Print to PDF.
• Run this again and enter you in as the “Listing/Co-List Agent.” Select All -> Print to PDF.
• Fill in all contact information on your spreadsheet. Review Transaction Desk contacts for emails and check your phone for numbers.
• Review Tax records if you can’t remember client names.

Step Three: Add Your Sphere

• Open your favorite social media platform.
• Write down the first 25 non-agent contacts that you see.
• Go through your phone/email and find their contact information.
• Repeat this weekly until you have a sizeable database!