The library
39 playbooks from a working real estate business.
Drip campaigns, scripts, listing and buyer systems, and the business plans behind them. Read a preview of any playbook here. The full versions are in the free Elevation community.
Leads and follow-up 10
- Hot Lead 60-90 Day PlanA day-by-day plan for leads who want to move in the next 60 to 90 days: emails, texts and calls in order.7 min · BC
- Warm Lead Nurture CampaignThis campaign is built for leads who are actively planning to buy or sell but aren't quite ready to jump in yet...7 min · BC
- Cool / Long-Term Nurture CampaignThis campaign is for leads with far-out plans or conversations that have gone quiet. Maybe they told you they're...6 min
- Past Client Nurture CampaignThese are the people who already said yes to working with you. They trusted you with one of the biggest decisions of...6 min
- Bad Number DripWhat to send when the phone number doesn't work, so the lead still hears from you by email.4 min
- Modern Nurture SequenceA pattern-interrupt, value-first follow-up framework for new leads, built for how people respond in 2026.4 min
- Lead Segment BreakdownCategorize your leads by timeline and tailor your follow-up strategy for maximum conversion2 min
- Favorite Tags for CRM OrganizationA tagging system to keep your CRM clean, searchable, and conversion-ready2 min
- Script BookYour complete guide to real estate sales conversations48 min
- Newsletter TemplatesNewsletters are one of the simplest, most effective ways to stay connected with your entire database. These four...10 min · BC
Sellers and listings 8
- Seller Email DripA video-led email series that walks a seller through exactly what working with you looks like.6 min
- Listing PresentationYour home, our strategy, maximum results. A full listing presentation you can make your own.6 min
- Managing Seller ExpectationsSetting the stage for a smooth sale from day one5 min · BC
- Price Reduction ConversationsHow to have the hardest conversation in real estate with confidence4 min
- Stage It Right, Sell It FastA room-by-room guide to presenting your home for top dollar9 min
- Open House Lead Capture SystemTurn every open house into a lead generation machine5 min
- Meta Ads for Real Estate AgentsHow to run Facebook and Instagram ads that actually generate leads12 min
- Social Media Strategy for Real EstateYour playbook for showing up consistently and attracting the right clients.7 min · BC
Buyers 4
- The First-Time Buyer's RoadmapEverything you need to know before buying your first home in BC8 min · BC
- VIP Buyer ExperienceAn email course that walks new buyers through the home buying process, one step at a time.3 min
- Showing Homes Like a ProHow to run showings that build trust and close deals5 min
- Writing Winning OffersFrom finding the right home to getting the keys7 min · BC
Transactions 2
Business and growth 9
- 30 Day Action PlanThe must-do activities for your first 30 days: reach-outs, logging and the habits that keep a pipeline full.3 min
- 90-Day Implementation CalendarYour first 90 days with Elevation, mapped out4 min
- Business Health CheckReal Estate Business Self Assessment and Wellness Check2 min
- Goal Setting FrameworkYour 12-Month, 90-Day, and 30-Day Roadmap3 min
- Time Blocking TemplatesStructure your week to close more deals3 min
- Weekly Progress TrackerWhat gets measured gets managed2 min
- Delegation FrameworkWhat to keep, what to delegate, and when to hire3 min
- Hiring Your First AssistantWhen to hire, who to hire, and how to set them up for success5 min
- Financial Planning for Commission IncomeHow to manage your money when your income is unpredictable5 min
Ozzie AI workflows 6
- Automated CMAA defensible price in minutes, not an afternoon2 min
- Document RoutingContracts file themselves in the right folder2 min
- Listing Marketing AutomationOne form fires the entire listing launch2 min
- Market Stats to ContentTurn the monthly board numbers into a month of posts2 min
- Property & Zoning LookupEvery number on a property before you pick up the phone2 min
- Voice-Matched Follow-UpFollow-up that sounds like you, because it learned from you2 min