Email marketing

Email Marketing for New Real Estate Agents: A 30-Day Plan

A 30-day email marketing plan for new real estate agents: a consent-first sphere list, a welcome email, your first newsletter and open house follow-ups.

Email marketing for a new real estate agent starts small: ask the people you know whether they’d like to hear from you, send each one a warm welcome, then a short monthly newsletter, open house follow-ups and one simple automated sequence. Do it consent-first from day one and you’ll never have to rebuild your list later.

This 30-day plan is written for a newly licensed agent with no list, no templates and not much time. Each week has one goal and a few concrete tasks, with the templates and guides to finish them. By day 30 you’ll have a list of people who asked to hear from you, a welcome email that sends itself, your first newsletter out the door and a follow-up routine for every open house.

Please note

This is general information, not legal advice. The consent rules mentioned below are summarised from our article on CASL for realtors, which links to the official sources. Your brokerage and regulator may have their own rules on advertising, too.

Why email matters when you’re new

Most of a new agent’s first deals come from people who already know them. The challenge isn’t meeting those people; it’s staying in their mind for the months, or years, until they or someone they know decides to move.

  • You own it. Your list isn’t subject to a social platform’s feed or a portal’s lead fees.
  • It shows you’re active. A monthly note about the local market tells people, without a sales pitch, that you’re in the business and paying attention.
  • It compounds. Every open house, inquiry and closing adds a few names. A list you start this month is worth far more in two years than one you start then.

The trap for new agents is to start with volume: importing every contact from your phone, or buying a list to look busy. Both cause trouble under Canada’s anti-spam law and with inbox providers. This plan starts with consent instead.

Days 1–3: Set up properly

  1. Open an email marketing account that keeps consent records and adds a compliant footer for you. In OneHive Mail, add your business name, mailing address and licence details once, and they appear at the bottom of every campaign with an unsubscribe link.
  2. Fill in your branding: name, title, brokerage, phone, headshot and logo. These replace the sample content in every design you pick.
  3. Choose your From name and reply-to address. Use your own name, so people recognise you in their inbox, and an address you actually read.
  4. Check your brokerage’s rules. Most regulators expect your brokerage’s name in your advertising, and email counts.
  5. Write your consent sentence. You’ll use it on every form and sign-in sheet:
Your consent sentence

Yes, send me new listings, market updates and [Your name]’s monthly newsletter by email. [Your name], [Brokerage], [mailing address], [phone or website]. I can unsubscribe at any time.

The guide to sending your first campaign covers the business details, sender and branding screens step by step.

Week 1: Build a consent-first sphere list

Goal: a signup form, and the first 20 to 50 people who used it.

  1. Create a signup form. In OneHive Mail, build it in your colours with your consent sentence beside an unticked box, and have it add people to a “Newsletter” list. The form gets its own link you can share, and you can embed it on your website.
  2. Make your sphere list on paper first. Family, friends, former colleagues, neighbours, people from your gym, your kids’ school, your clubs. Most new agents can name over a hundred.
  3. Ask each one personally, in person or by phone, whether they’d like your monthly update. When they say yes, send them the form link so they sign up themselves.
  4. Add the form to your email signature and social profiles.
What to say

“As you may know, I’ve just started as a realtor with [Brokerage]. I’m sending a short monthly email about the [Area] market: what’s selling, what it’s selling for and the odd home-care tip. Would you like me to send you the link to sign up? You can unsubscribe any time.”

Why not just import your phone contacts? In Canada, CASL needs consent before commercial email, and the exclusion for family and personal relationships is defined narrowly; a neighbour you’ve chatted with once usually doesn’t qualify. Asking first also means everyone on your list expects your email. For people you want to keep track of but haven’t asked yet, add them to the CRM as contacts only: OneHive Mail never includes them in campaigns. Our article on how to build a real estate email list covers more places to find subscribers.

Week 2: Send a welcome email

Goal: everyone who signs up gets a warm, personal welcome straight away.

Switch on the welcome email in your signup form’s settings, so it goes out by itself to each new subscriber. Keep it short and personal: it’s the first email people get from you as an agent, and many will open it.

Subject: Thanks for signing up, [First name]

Hi [First name],

Thank you for signing up. It means a lot as I start out in real estate with [Brokerage].

Here’s what to expect: one email a month, usually in the first week, with what’s selling in [Area], what it’s selling for and a home tip or two. No daily emails, and you can unsubscribe at any time.

And if you ever have a question about buying, selling or what your home might be worth, just reply. I’d be glad to help, or to point you to someone who can.

[Your name]
[Title], [Brokerage] · [Phone]

Send yourself a test, read it on your phone and fix anything that looks off. The client appreciation designs include a welcome you can use if you’d like a photo and a branded layout, and the guide to writing emails people open and click has more on subject lines and preview text.

Week 3: Send your first newsletter

Goal: one short, useful issue to everyone on your list.

  1. Start from a design. Pick one of the real estate newsletter templates or a market update template; your branding fills in automatically.
  2. Write a personal note of two or three sentences: what you’ve been doing, what you’re noticing in the market.
  3. Add three local numbers from your board’s latest monthly statistics, with the source and period. If you’re not sure which, our guide to the real estate market update email explains which to choose.
  4. Add one useful thing: a seasonal checklist, a local event, a first-time buyer tip.
  5. End with one next step, such as “Reply and tell me what you’d like to know about the market”.
  6. Test, then send or schedule it. Before you send, OneHive Mail flags leftover sample text and photos, a missing subject and missing business details.

Don’t worry if your list is small. A first issue to 40 people who asked for it teaches you more than a blast to 2,000 who didn’t. For formats to grow into, see our real estate newsletter examples, and for topics, the 52 newsletter ideas.

Week 4: Open house follow-up and a simple drip

Goal: a follow-up routine that runs for every open house you host or help with.

Open house sign-ins

Ask your brokerage or a colleague whether you can host or help at an open house; it’s one of the best ways for a new agent to meet buyers. Open your signup form on a tablet at the door, so visitors tick the consent box themselves, and have it add them to an “Open house visitors” list and a tag such as “Open house: [Address]”. The same evening, send a personal thank-you; our open house follow-up emails have six templates to copy.

A three-email drip

Then set up one automation, so the next emails go out without you remembering:

  1. Go to Automations and create a sequence that starts when someone is added to “Open house visitors”.
  2. Email 1, after one day: three similar homes for sale in the area, and a question: “Is this close to what you’re looking for?”
  3. Email 2, three days later: a short guide to the buying process, or what to ask at a viewing.
  4. Email 3, a week after that: the latest local market numbers, and an invitation to book a call.
  5. Add a stop rule: anyone who clicks your booking link stops getting the sequence.
  6. Switch it on, and check each email’s opens and clicks after a few weeks.

The guide to building your first automation walks through each screen, and our real estate drip campaigns article has five more sequences for when you’re ready.

After day 30: a monthly rhythm

Once the setup is done, email marketing takes a couple of hours a month:

  • First week: send the monthly newsletter, the same day each month.
  • After each open house: the same-day thank-you; the automation does the rest.
  • Every week: check who clicked. In OneHive Mail, each contact has an engagement score, and a link you mark as a hot link, such as “Book a showing”, puts everyone who clicks it in Hot leads. Call them first.
  • After every closing: a thank-you email that asks whether they’d like to stay on your list. Past clients give implied consent for two years; ask for express consent while it lasts. Our referral email templates cover the closing thank-you and what comes after.
  • Every quarter: tidy your list, as described in cleaning your real estate contact database.

The guide to running your follow-ups from the CRM shows a weekly routine that fits around showings and paperwork.

Beginner mistakes to avoid

  • Importing your whole phone. Ask first. A small list of people who said yes beats a large one that didn’t.
  • Buying a list. Nobody on it agreed to hear from you; OneHive Mail doesn’t allow bought or scraped lists.
  • Sending only listings. As a new agent you may not have any yet, and readers tune out an email that’s only ads. Lead with something useful.
  • Inventing or rounding numbers. Cite your source and period every time, and leave out what you don’t know.
  • Sending irregularly. Three emails in a week, then nothing for three months, trains people to ignore you.
  • Forgetting the follow-up. Email starts the conversation; a call to the person who clicked “Book a showing” finishes it.

Ready to start? You can set up your form, welcome email and first newsletter with a free trial of OneHive Mail, and see plans on the pricing page.

Frequently asked questions

Should a new real estate agent do email marketing?

Yes. Most of your early business comes from people who already know you, and a regular, useful email keeps you in their mind until they or someone they know is ready to move.

How many contacts do I need to start a newsletter?

None in particular. Start with the people who said yes, even if that’s 20. The habit matters more than the size, and the list grows with every open house and closing.

Can I email my friends and family about my new real estate career?

In Canada, messages to people with a genuine family or personal relationship are excluded from CASL, but both are defined narrowly. The simplest approach is to ask them in person or by phone and let them sign up through your form.

What should my first real estate email be?

A short welcome to the people who signed up: thank them, say what you’ll send and how often, and invite them to reply with any questions.

How often should a new agent send emails?

A monthly newsletter is a good start, plus open house follow-ups and one automated sequence. Add more only when you have something useful to say.

Do I need my brokerage’s permission to send marketing email?

Check your brokerage’s policies and your regulator’s advertising rules. Many require your brokerage’s name in your advertising, including email.

What does email marketing cost for a new agent?

It depends on the platform and the size of your list. OneHive Mail publishes its prices on the pricing page and has a free trial.

Put it into practice

Try it with the 10-day free trial: up to 100 contacts and 250 email sends. Plans start at $25 USD/month, priced by your active contacts.