LEAD GENERATION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- DEFINING YOUR IDEAL CLIENT (ICP) ---
[ ] Describe Your Ideal Client's Demographics (Age, Income, Location, Family Status)
[ ] What are their biggest pain points related to Real Estate?
[ ] What are their goals when it comes to Real Estate (Buying, Selling, Investing)?
[ ] Typical Budget Range (for Buyers) or Sale Price Range (for Sellers)
[ ] What type of property are they typically interested in (e.g., Single-Family, Condo, Land)? (Single-Family Home, Condo/Apartment, Townhouse, Land, Investment Property, Other)
[ ] What Motivates Them? (Select all that apply) (Financial Security, Relocation, Family Growth, Lifestyle Change, Investment Opportunity, Downsizing, Other)
[ ] Where do they typically spend their time online (Social Media Platforms, Forums, Websites)?

--- WEBSITE & SEO OPTIMIZATION ---
[ ] Current Website Traffic (Monthly)
[ ] Primary Keyword Focus (e.g., 'Austin Real Estate', 'Homes for Sale Denver') (Residential Sales, Residential Rentals, Commercial Sales, Commercial Rentals, Investment Properties, Luxury Properties)
[ ] Meta Description for Homepage (150-160 characters)
[ ] Which of these on-page SEO elements are optimized? (Title Tags, Header Tags (H1-H6), Image Alt Text, Internal Linking, URL Structure)
[ ] Is your website mobile-friendly? (Yes, No, Not Sure)
[ ] Page Speed Score (Google PageSpeed Insights)
[ ] Current Domain Authority (DA)
[ ] Briefly describe your current SEO strategy (if any)

--- CONTENT MARKETING ---
[ ] What content formats will you prioritize? (Blog Posts, Videos (YouTube, Reels, TikTok), Infographics, Case Studies, Ebooks/Guides, Webinars)
[ ] How many blog posts will you publish per month?
[ ] Describe your keyword research process for content.
[ ] What's your primary content distribution channel? (Social Media, Email Marketing, Website, Paid Advertising)
[ ] Upload a sample content calendar.
[ ] Describe your plan for repurposing content (e.g., turning a blog post into a video).
[ ] Date of next content audit

--- SOCIAL MEDIA MARKETING ---
[ ] Which social media platforms are you actively using for real estate lead generation? (Facebook, Instagram, LinkedIn, TikTok, YouTube, X (Twitter), Pinterest)
[ ] Approximately how many followers do you have on your primary real estate social media platform?
[ ] What is your primary social media content strategy for lead generation (e.g., listing spotlights, market updates, behind-the-scenes)?
[ ] Describe any social media ad campaigns you're currently running (or have recently run). Include details like target audience, ad copy, and budget.
[ ] What type of content performs best on your social media (e.g., video, images, text)? (Video, Images, Text, Reels/Short-Form Video, Live Streams)
[ ] Which of the following social media lead generation tactics are you using? (Running Contests/Giveaways, Direct Messaging Potential Clients, Using Lead Generation Forms, Partnering with Influencers, Joining Relevant Groups/Communities)
[ ] What is the URL to your most recent, performing social media post?

--- PAID ADVERTISING (PPC) ---
[ ] Daily Ad Spend Budget
[ ] Primary PPC Platform (Google Ads, Facebook Ads, LinkedIn Ads, Other)
[ ] Target Keywords (Main Focus)
[ ] Target Audience Demographics (Select All That Apply) (Age 18-34, Age 35-54, Age 55+, Homeowners, First-Time Buyers, Investors)
[ ] Ad Type(s) Used (Search Ads, Display Ads, Video Ads, Lead Generation Forms)
[ ] Ad Copy for Headline 1 (Example)
[ ] Ad Copy for Description (Example)
[ ] Example Image or Video File (Optional)
[ ] Estimated Conversion Rate (%)

--- EMAIL MARKETING ---
[ ] Choose Your Primary Email Marketing Platform (Mailchimp, Constant Contact, ConvertKit, ActiveCampaign, Other)
[ ] Define Your Lead Magnet Offering (e.g., free guide, checklist, etc.)
[ ] Target Email List Size (Initial Goal)
[ ] What Types of Emails Will You Send? (Welcome Series, Property Updates, Market Reports, Open House Invitations, Client Testimonials, Other)
[ ] Date of Next Email List Building Campaign Launch
[ ] Subject Line Template for Lead Magnet Download
[ ] Email Signature Template for Automated Emails
[ ] Outline Your Welcome Email Sequence (briefly describe each email)

--- NETWORKING & PARTNERSHIPS ---
[ ] Identify Potential Partnership Opportunities (Mortgage Brokers, Home Inspectors, Contractors, Relocation Companies, Title Companies, Local Businesses (e.g., Furniture Stores))
[ ] Describe Your Ideal Partnership Profile
[ ] Target Number of New Partnerships per Quarter
[ ] Partnership Outreach Method (Email, Phone Call, In-Person Meeting, LinkedIn Connection)
[ ] Outline Key Benefits for Potential Partners
[ ] Date of First Partnership Outreach
[ ] Types of Partnership Agreements to Consider (Referral Agreements, Joint Marketing Initiatives, Revenue Sharing, Co-Branded Content)

--- LEAD CAPTURE & TRACKING ---
[ ] Lead Capture Form Placement (Website Footer, Blog Posts, Landing Pages, Pop-up Forms, Embedded in Content)
[ ] Average Daily Form Submissions (Goal)
[ ] CRM Integration (Integrated, Not Integrated)
[ ] Data Points Collected in Lead Forms (Name, Email, Phone Number, Property Interest (Type), Budget, Location, Timeline)
[ ] Date of Last Lead Capture System Audit
[ ] Description of Lead Scoring System (if applicable)
[ ] Tracking Software Used (Google Analytics, HubSpot, Other)
[ ] Number of Lead Sources Tracked

--- LEAD QUALIFICATION & FOLLOW-UP ---
[ ] Lead Score
[ ] Lead Source (Website Form, Social Media, Referral, Paid Ad, Networking Event)
[ ] Initial Contact Date
[ ] Engagement Level (Cold, Warm, Hot)
[ ] Follow-Up Notes
[ ] Next Follow-Up Date
[ ] Follow-Up Method (Phone Call, Email, Text Message)
[ ] Reason for Disqualification (if applicable)

--- ANALYZING & OPTIMIZING RESULTS ---
[ ] Website Conversion Rate (Lead Form Submissions)
[ ] Cost Per Lead (CPL) - Overall
[ ] Cost Per Lead (CPL) - By Source (e.g., Google Ads, Facebook)
[ ] Top Lead Sources (Rank Top 3) (Google Ads, Facebook Ads, Instagram Ads, LinkedIn Ads, Organic Search, Referrals, Website Contact Form, Other)
[ ] Summary of Recent Performance Trends & Observations
[ ] Overall Lead Generation Strategy Assessment (Excellent, Good, Fair, Poor) (Excellent, Good, Fair, Poor)
[ ] Date of Last Performance Review
[ ] Planned Optimization Actions for Next Period

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