How Complete Is Your Real Estate Marketing?
Here at Elevated Agent, we believe every lead moves through 5 stages in their relationship with you. We call these Marketing Buckets, and each one requires different marketing to move people forward.
This assessment shows you where the holes are in your marketing blanket, so you know exactly what to fix.
Answer honestly. This only works if you're real about what you actually have in place.
Some marketing activities like events, social media, website, and promo products work across all stages and aren't included in this assessment.
Bucket 1 of 5
NOT MET
Strangers who have never met you and don't know you're in real estate. These are people in your farming area, open house visitors, online leads, and anyone you're trying to reach for the first time.
Check every marketing piece you CURRENTLY USE:
Not what you think you have somewhere. Not a template lost in Canva. Only what you actually use in your business right now.
Bucket 2 of 5
MET
People who know you and know you're in real estate, but aren't actively looking to buy or sell. This includes your sphere of influence, past open house contacts, friends, family, and acquaintances who need to be nurtured until they're ready.
Check every marketing piece you CURRENTLY USE:
Not what you think you have somewhere. Not a template lost in Canva. Only what you actually use in your business right now.
Bucket 3 of 5
READY
People actively looking to buy or sell who are working with you but haven't signed a contract yet. They're touring homes, preparing to list, or in decision-making mode. Your job is to convert them to a signed client.
Check every marketing piece you CURRENTLY USE:
Not what you think you have somewhere. Not a template lost in Canva. Only what you actually use in your business right now.
Bucket 4 of 5
SIGNED
Clients who are under contract with you from signing through closing. They're either under contract on a home to purchase or have a listing agreement with you. Your focus is communication, coordination, and delivering an excellent client experience.
Check every marketing piece you CURRENTLY USE:
Not what you think you have somewhere. Not a template lost in Canva. Only what you actually use in your business right now.
Bucket 5 of 5
PAST
Clients who have closed a transaction with you. These are your best source of referrals and repeat business. Your goal is to stay top of mind, provide ongoing value, and make it easy for them to send you new business.
Check every marketing piece you CURRENTLY USE:
Not what you think you have somewhere. Not a template lost in Canva. Only what you actually use in your business right now.
Your Marketing Report Card
Here's how your marketing breaks down across The 5-Bucket Framework.
Overall Grade
The 5-Bucket Framework
Not Met → Met → Ready → Signed → Past
Your Biggest Gap
NOT MET
This is where you're leaving the most opportunity on the table.
Download Your Full Report Card
Get a PDF with your grades and exactly what's missing in each bucket.
Want to fill ALL the gaps? See The Vault