Timing around listings
Focus on the window when owners are most receptive—listing or lease renewal time.
Segment playbook
Outbound prospecting workflow for Real Estate teams
Real estate outreach depends on timing and accurate ownership data. ProspectB2B keeps property lead validation clean, tracks follow-ups, and prevents wasted outreach on stale listings.
Where outreach fails
What typically breaks in outbound for Real Estate
This is where teams waste outreach: data is stale, validation is skipped, and follow-ups don’t match real buying cycles.
- Listings change status without updating outreach notes.
- Owner data is outdated or spread across teams.
- Cadences ignore leasing and buying cycles.
- Lead notes get buried in spreadsheets.
Weekly execution
A simple workflow that holds up weekly
Use this day to day: validate leads, keep data clean, and only run cadences that protect your team from wasted outreach.
- Capture leads with property type, ownership status, and transaction timing.
- Run cadences that match leasing or investment windows.
- Track deal movement in Kanban from prospect to active listing.
- Export weekly updates for brokers or partners.
Messaging angles
Messaging angles that stay relevant
Local market precision
Show that you understand neighborhood dynamics, not just generic market stats.
Reduced admin
Owners appreciate efficient processes that don’t waste their time.
Lead validation
Lead validation checklist for Real Estate
- Verify property ownership and contact details.
- Confirm listing status or lease renewal timeline.
- Check property type and target buyer/tenant fit.
- Remove duplicates when multiple reps target the same asset.
Cadence example
Example mini-cadence
Keep touches concise and tied to timing. Adjust if the buyer responds.
- Day 1: Intro with property-specific note.
- Day 3: Share a quick market insight.
- Day 7: Offer a brief call or walk-through.
- Day 10: Confirm timing and next steps.
Kanban tracking
What to track in Kanban
- New
- Validated
- In cadence
- Listing interest
- Negotiation
- Closed
Next steps
Keep the workflow connected
Use these pages to align product context, pricing, and trust signals.
Product overview
See how lead capture, cadences, and Kanban CRM fit together.
ProductPricing
Review the plan details and how pricing scales with lead volume.
PricingStart free trial
Spin up a workspace and test the workflow with a small list.
Start free trialExplore directories
Use directory hubs for quick market research when building lists.
FAQ
Questions from Real Estate teams
How do real estate teams validate leads?
Confirm ownership records, listing status, and the best decision-maker to contact.
What should we track for property outreach?
Property type, market segment, lease timing, and decision authority.
How often should we refresh real estate data?
At least monthly, since listings and ownership shift quickly.
What cadence works for property owners?
Keep it concise and tied to market timing, usually 3–4 touches.
How do we avoid duplicate outreach?
Use a shared lead record with clear ownership and status updates.
How do real estate teams use ProspectB2B weekly?
Validate listings, run short cadences, and update Kanban stages after each call.
Ready to test the workflow?
Start with a small list and build from there
Stay focused on clean data, clear ownership, and predictable cadences.