The Inspired Agent Academy · St. Petersburg

Module 1 · Why showing up still works · Lesson 1 of 9

People refer the people they remember

Nobody refers the best agent they've ever heard of. They refer the agent they happen to remember, kindly, at the exact moment a friend says "we're thinking about moving."

That moment is out of your control. Whether you're the name that comes to mind is not. That is what this workshop is about: staying remembered, warmly, by the people who already like you, without ever sounding like a sales call.

It's the lowest-cost, highest-return habit in this business, and almost nobody runs it properly. Not because it's hard. Because it's easy to skip.

What you'll leave with

  • Your top fifty people, chosen and sorted.
  • A twelve-month pop-by calendar with a theme, a line and an item for every month.
  • Check-in words that feel like you, and a fifteen-second referral ask you've practiced out loud.
  • Five real conversations started this week.

Module 1 · Why showing up still works · Lesson 2 of 9

What a pop-by is, and what it isn't

A pop-by is a small, useful or fun item, delivered in person with a short visit, or left at the door with a handwritten note. It takes two minutes. It says: I thought of you.

It is not a sales pitch with a gift attached. It is not a payment for referrals, and it should never feel like one. It is not expensive. The value is in the showing up, not in the price tag.

The three parts of every pop-by

  1. The item. Inexpensive, seasonal, and ideally useful.
  2. The line. A short, slightly corny tag that ties the item to the moment. Corny is fine. Corny is memorable.
  3. The visit. Two minutes, one real question about their life, and then you leave. Leaving first is a gift too.

Check yourself · not graded

What makes a pop-by work?

Module 2 · Your top fifty · Lesson 3 of 9

Choosing your fifty

You can't pop by everyone, and you shouldn't try. Start with fifty.

Go through your phone, your past clients, your sphere. Look for people who know you, like you, and talk to a lot of people: the friend who knows everyone at the school pickup, the past client who hosts every holiday, the barber, the coach, the neighbor who runs the group chat.

Sort them into two tiers

  • A list (about twenty): your closest relationships and your best connectors. They get a pop-by every month.
  • B list (about thirty): warm, but less frequent. They get a pop-by every other month, plus a call or a note in between.

Choose people by relationship only. Never add, skip or sort anyone by who they are (their family status, faith, background, disability or anything like it). Fair housing starts long before a listing, and it starts with who you choose to serve.

Try it now

Write down fifty names. Don't overthink it; you can swap names later. Mark each one A or B.

Module 2 · Your top fifty · Lesson 4 of 9

Keeping track without a spreadsheet you hate

You need four columns and nothing more: name, last touch, next touch, and notes.

Notes are where the magic is. The dog's name. The new job. The kid who just started college. Next time you visit, you ask about the thing that matters to them, and that is what makes the check-in feel like friendship rather than marketing.

Keep notes kind and appropriate. Write only what you'd be comfortable with them reading over your shoulder.

Put the list where you already work: your CRM, a board, or a simple sheet. Sort by "next touch" every Monday and the week plans itself.

Module 3 · The twelve-month calendar · Lesson 5 of 9

A theme, a line and an item for every month

Here is a starting calendar. Change anything. The only rule is that every month has all three parts decided before the month begins.

MonthItemThe line
JanuaryA small planner or notepad"Here's to a well-planned year."
FebruaryA few chocolates"Just a sweet hello."
MarchSeed packets"Helping good things grow."
AprilMicrofiber cloths"Spring cleaning, sorted."
MaySunscreen"Summer's coming. You're covered."
JunePopsicles or cold drinks"Chill. I've got you."
JulyA beach ball or sidewalk chalk"Have a ball this summer."
AugustPencils or a notebook"Sharpening up for the new school year."
SeptemberA small flashlight"Here to help you weather anything."
OctoberA mini pumpkin"Picked you out of the whole patch."
NovemberA handwritten thank-you and a treat"Grateful for you."
DecemberHot cocoa packets"Warm wishes for the season."

And the signature move, any month: a box of donuts on a Friday morning. "Donut forget, I'm always here to help." It's in the workshop's name for a reason.

Keep themes seasonal and welcoming to everyone rather than tied to any one holiday or faith.

Module 3 · The twelve-month calendar · Lesson 6 of 9

Budget, batching and routes

Pop-bys fail when they're improvised. They work when they're batched.

  • Buy once a month. One order for the whole month's items. Keep a set budget per person and stick to it.
  • Prep in one sitting. Items, tags and notes assembled at the kitchen table in under an hour.
  • Route by geography. Group your list by neighborhood and do one area per afternoon.
  • Block the time. Two afternoons a month on your calendar, treated like an appointment.

Before you start, ask your broker whether your brokerage has a policy on client gifts, and follow it.

Check yourself · not graded

What is the best way to keep pop-bys going all year?

Module 4 · The non-salesy check-in · Lesson 7 of 9

What to say at the door

You have two minutes. Spend them on them.

I was on your street and thought of you. This is for you.
Just out of curiosity, how's the new job treating you?
It sounds like it's been a busy season. I won't keep you.

Then leave. That's it. No market update unless they ask. No "if you know anyone." Leaving while they're still enjoying the conversation is what makes them glad to see you next month.

If nobody's home, a handwritten note on the tag does the same job. Sign it with your first name.

Try it now

Write three opening lines in your own words. Read them out loud. Keep the one that sounds most like you on a good day.

Module 4 · The non-salesy check-in · Lesson 8 of 9

The fifteen-second referral ask

Most of your visits should have no ask at all. But a few times a year, with the people closest to you, it's right to say it plainly. Fifteen seconds, no pressure, easy to answer.

I'm not sure if you know anyone, but if someone mentions moving this year, would you be opposed to sharing my name?

Notice the shape. "I'm not sure if" takes the pressure off. "Would you be opposed" makes "no, not at all" the easy answer, and "no" here means yes.

Live, this is the Cornhole Pitch Competition: make the shot, nail the pitch. Self-paced, practice it out loud ten times until it sounds like a thing you'd actually say.

Check yourself · not graded

Why phrase the ask as 'Would you be opposed to…?'

Module 5 · Start this week · Lesson 9 of 9

Five genuine conversations

Live, this workshop opens with a game: every agent gets a "farm" and must start five genuine conversations before the session ends. Self-paced, your farm is your week.

Your mission

  1. Pick five people from your A list.
  2. Start a real conversation with each: a pop-by, a call, a coffee. One question about their life, and listen to the answer.
  3. Write one note per person afterward.
  4. Put the next touch on your calendar before you close the list.

If you farm a neighborhood as well, choose it by geography and serve every door the same way. Who you knock on is decided by the map, never by who lives there.

You're not bothering people. You're the person they'll be glad they remembered.

Finished

You did the work. Now go use it.

You've finished Pop-bys, Donuts & Deals: The Lost Art of Showing Up. The best thing you can do in the next twenty-four hours is use one piece of it, once, for real.

The Inspired Agent Academy

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completed the self-paced skills workshop

Pop-bys, Donuts & Deals: The Lost Art of Showing Up

Skills workshop · not a licensing course · St. Petersburg, Florida