The Downsizing Marketing System
72% of home equity in the US is owned by people over 55. While most agents fight over first-time buyers, aging homeowners sit waiting for someone who actually knows how to help them.
This real estate marketing system makes you that agent.
The Downsizing Marketing System is everything you need to attract senior real estate clients, capture listing leads, nurture them over time, and convert them into appointments. Real estate direct mail, a real estate email sequence, real estate social media posts, lead magnets, an interactive downsizing checklist, and a consultation guide that positions you as the empty nester marketing expert in your area.
Downsizing is a slow decision. Most aging homeowners think about it for months or years before they act. This senior real estate marketing system puts you in the conversation early and keeps you there until they're ready to make a senior move.
What's Inside:
The Full Downsizing Guide Your consultation tool. Bring it to listing appointments and leave it behind. It walks homeowners through the entire decision: evaluating readiness, understanding costs, finding the right home, sorting belongings, and preparing emotionally. This is what separates you from every other agent asking for the listing.
4 Lead Magnets Standalone downloads pulled from the full guide, designed for listing lead generation:
- Downsizing Readiness Self-Assessment
- Housing Cost Worksheet
- Finding Your Right-Sized Home Guide
- Professional Partners Directory
Every postcard, letter, email, and social post drives to one of these. When someone downloads, they've raised their hand. Now you can nurture them.
The Downsizing Quiz An interactive web-based assessment built in Canva with automatic scoring and lead capture. When someone completes this downsizing checklist, you get their name and email. Use this link for your QR codes and social media CTAs. Includes step-by-step instructions to customize and publish using the included Canva real estate template.
12 Postcards A sequential real estate direct mail campaign for real estate farming in your target area. Send monthly or every two weeks.
- Postcards 1-4: Drive to the Self-Assessment
- Postcards 5-8: Drive to the Checklist
- Postcards 9-12: Ask for a conversation
Repetition builds recognition. By the time you ask for the conversation, they already know who you are.
3 Direct Mail Letters Standalone letters for cold real estate farming. Letter 1 promotes the Self-Assessment. Letter 2 promotes the Checklist. Letter 3 asks for a conversation. Use one at a time or rotate quarterly.
10-Email Nurture Sequence A complete real estate email sequence for leads who downloaded a resource or completed the quiz. Load into your email platform and trigger on opt-in. The sequence provides value over several weeks and invites them to schedule a conversation when they're ready.
5 Social Media Posts Real estate social media posts with captions and hooks ready to use. Each post promotes a different lead magnet. Set up ManyChat or your preferred automation to deliver the resource when someone comments.
How To Use This System Guide Step-by-step instructions for putting all the pieces together. How to link your QR codes, when to reach out to leads, and the strategy for turning cold audiences into listing appointments.
How This Generates Real Estate Listing Leads:
Step 1: Get visible with real estate direct mail and social media Step 2: Capture leads with free downloads and the quiz Step 3: Nurture with your real estate email sequence Step 4: Have the conversation when they're ready Step 5: Use the full downsizing guide at consultation Step 6: Generate referrals when you help them well
Aging homeowners talk to each other. Same neighborhoods, same churches, same social circles. One great experience with a senior move turns into referrals you didn't have to chase.
What You Get:
Fully designed Canva real estate templates for everything. Customize with your branding, logo, colors, photos, and contact information. Add your own professional partners and local resources.
Who This Is For:
Real estate agents who want to build a listing business with aging homeowners, empty nesters, and seniors. Agents who understand that senior real estate marketing requires a different approach: patience, expertise, and consistent visibility over time.
Upon order completion, you'll receive a link to download a PDF guide with template access.
EDIT FOR YOUR BRAND IN 4 EASY STEPS:
- Download the document that comes with your purchase. Click the blue underlined link to access the Canva template.
- Change the colors to your company's branding standards, add any additional images or logos you want in Canva
- Once you're finished editing the template, feel free to download or edit as much as you want
- Come back and leave us a review! (Pretty please)
For the best experience using Canva, use a laptop/desktop computer with Google Chrome.
This template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. We also cannot guarantee the use of all free elements, Canva changes which are free, and which are premium constantly. Thank you for understanding.
You can get a FREE trial version of Canva Pro here.
The sale of this template is not affiliated with Canva in any official way.
From purchase to launch in minutes
HOW IT WORKS:
PURCHASE
Complete checkout and get instant access to your template.
CUSTOMIZE
Open in Canva. Add your branding, photos, and details.
LAUNCH
Download and print, post, or send to your database.
Best Sellers
Less time designing. More time closing.
Frequently Asked Questions
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Everything. Colors, fonts, images, text. The templates are fully customizable in Canva.
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Open the PDF you received after purchase. The Canva link is inside. Click it or copy/paste into your browser. It opens directly in Canva.
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For a few copies needed quickly, Office Max does solid work with fast turnaround.
For more time (7-10 days), Canva's print service is quality but pricier.
For larger quantities, Mixam (mixam.com) has the best pricing and top-notch quality. Longer shipping, but worth it.
Pro tip for booklets: Saddle stitch is a nice finishing touch. Always use a page count divisible by four (12, 16, 20 pages).
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After checkout, you'll receive an email with a PDF containing a link to the Canva template. Click the link and it opens directly in your Canva account.
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No. The templates work with free Canva. Some individual elements within Canva may be marked as Pro, but you can swap those out with free alternatives.
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Yes. Everything is fully editable. Add your branding, swap colors, change fonts, replace photos, and adjust text.
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Yes. Once you purchase, the template is yours to use as many times as you want for your own business.
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Yes. Share the Canva link with your team and they can customize it for you.
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No. This is a digital download. Nothing will be mailed to you.
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Due to the digital nature of the product, all sales are final. If you have issues accessing your template, contact us and we'll help.
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No. Templates are for your personal business use only. Reselling or distributing is not permitted.
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MEET KELLI, BRAND AND MARKETING STRATEGIST AND DESIGNER FOR REAL ESTATE BUSINESS OWNERS.
Using my 15+ years experience as a Marketing Manager AND real estate agent coupled with my passion (and talent!) for branding, my mission is to help and support as many real estate agents as possible in building and growing their brands and businesses.
