REN Success System Blog
We help top agents, team leaders, brokers generate and convert more leads in their database
The Most Common Mistakes
Agents Make with Their
Sales and Marketing Plan
And How a Free AI Assistant Can Help You Fix Them—Fast
Let’s not sugarcoat it: If you’re an agent or loan officer with leads sitting in your database but not converting into appointments, the problem isn’t a lack of opportunity—it’s how you’re managing your sales and marketing plan.
Here’s the reality: most agents are making the same mistakes over and over again. And it’s not because you’re lazy. It’s because you’re trying to do everything manually… without a proven system, process, or support.
The good news?
There’s now a way to automate and organize everything—with a free AI-powered assistant + smart CRM that executes your entire plan for you.
Mistake #1: Your CRM Is a Mess
You can’t follow up consistently if your database is disorganized.
Leads are scattered between notebooks, spreadsheets, old CRMs, and sticky notes. Without clear Smart Lists or pipeline stages, you’re constantly reacting instead of proactively managing opportunities.
The Fix:
Log in daily to organize and update your Smart CRM, sort your pipeline into Smart Lists, and identify exactly who needs a follow-up today. Your AI Assistant works off these lists to keep your communication consistent and strategic.
Mistake #2: No Daily Marketing Rhythm
Marketing isn’t a once-in-a-while task—it’s a daily discipline.
If you don’t have a structured routine, days and weeks go by without any meaningful outreach or campaign activity.
Here’s what you should be doing every single day:
- Aim for 5–10 real conversations a day
- Use at least 3 channels per lead: phone, text, email, ringless voicemail, and messenger
- Do personal outreach to new clients, follow-ups, and past clients
- Manage and optimize your Smart Campaigns (add/remove steps based on engagement)
- Add up to 100 new leads into your AI Assistant
- Update your CRM and Smart Lists
If you're not doing this, you’re losing business to someone who is.
The Fix:
Let your AI Employee handle most of this for you. It automates the multi-channel outreach and daily follow-up so you only need to focus on the hot conversations.
Mistake #3: No Weekly Content or Campaign Activity
If you’re not showing up in your leads' inboxes, feeds, or phones weekly, you’re not staying top of mind.
You don’t need to go viral—you just need to be visible.
Here’s your weekly checklist:
- Shoot and send 1 video to your database
- Post that video everywhere – YouTube, Instagram, Facebook
- Create and post 5–7 short-form videos
- Launch or update a paid ad and funnel
- Optional: Write a blog, go Live on Facebook, or post quote cards and memes
The Fix:
The Sales & Marketing Toolkit gives you the scripts, templates, and posting strategies. Your AI system tracks opens, clicks, and replies so you know what’s working.
Mistake #4: You Don’t Have a Monthly Re-Engagement System
Leads go cold, and past clients forget about you—not because they didn’t like you, but because they haven’t heard from you.
Every month, you should be:
- Updating your Google My Business page to improve your online presence
- Hosting optional events: Seller seminars, Buyer workshops, Open Houses, or Agent Attraction events
- Sending postcards to local neighborhoods
- Launching an optional GEO farm campaign or Just Listed/Just Sold strategy
- Sending a lead generation email with a strong call to action to book an appointment
The Fix:
The system helps you automate and schedule all of this so it actually gets done—and leads to real conversations, appointments, and contracts.
What You Actually Need: An AI Employee + Simple System
We’re giving agents free access to a Lite User Plan—with everything you need to stop making these mistakes and start working smarter.
Here’s What You Get (Free – No Credit Card Needed):
- AI Assistant: Upload 100 leads daily. Your assistant works 24/7, engaging contacts across text, email, voicemail, phone, and messenger.
- Smart CRM: Organize your pipeline, build Smart Lists, and track every conversation and campaign.
- Sales & Marketing Toolkit: Daily, weekly, and monthly checklists. Video scripts. Ad templates. Follow-up campaigns. Event plans. Everything done-for-you.
- Multi-Channel Automation: Text. Phone. Email. Ringless voicemail. Messenger. Minimum of 3 channels per lead.
- Daily Execution System: Just log in, follow your checklist, and watch the appointments roll in.
The Choice Is Yours
Keep trying to do it all manually… or let your AI Employee and this free system handle the heavy lifting.
No payroll. No credit card. Just results. Click here to get started for free.
About REN 360
REN 360 specializes in helping real estate agents, teams, and business owners in the home service industry generate more business from their database. This could be old/new internet leads, past clients, SOI, or any leads you feel you are not following up with as well as you would like.
We are dedicated to helping you grow your database by generating NEW seller opportunities from specific areas and price points you want to focus on. We will improve your overall lead conversion while increasing your lead generation.
Click here to book a call with us today.
LIVE DEMO
Join the FREE Event and Live Demo the features!
Free Strategy Session
REN Success System Playbook
Follow Us!
- Instagram: R.E.N.360
- Facebook: @ren360
- YouTube Channel: @REN360YouTube
REN. Copyright. All Rights Reserved. 2025
We’re committed to your privacy. REN and its associated companies may use the information you provide to us to contact you about relevant content, products, and services. You may unsubscribe from these communications at any time.
Privacy Policy | Terms & Conditions