Your Mid-Year ALM Tune-Up — Ready for Fall? The Agent Advantage Weekly #2

Your Mid-Year ALM Tune-Up — Ready for Fall?

Hey, it’s Peter Pfann — and this week’s Agent Advantage Weekly is about making your next 6 months better than the first. July is the perfect reset: you’ve got time to tune up your Automatic Leads Machine while your competitors are coasting at the lake.

A clear, focused pipeline gives you steady deals — and lets you handle any market shifts without panic.

Do More of This, Less of That

Summer Pipeline Reset Edition

✔️ Do More:

• Check-in calls with older leads who ghosted in the spring

• Re-tag everyone in your CRM: active, watching, not moving

• Send real market updates, not generic fluff

❌ Do Less:

• Hoping old leads will magically come back

• Sitting on stale lists from winter/spring

• Ignoring your sphere while you chase strangers

SOP Secret Weapon

Your Mid-Year 10-10-5 Check

One small habit can give you a clear next 60 days.

Pick 10 fresh contacts (new leads), 10 old ones (past clients you haven’t touched in months), and 5 cold leads (people who ghosted you).

Reach out each week with a real update or question.

That’s 25 chances a week — that’s how you grow without blowing your marketing budget.

Script of the Week — SOI / Re-Engagement

Here’s Exactly What to Say:

“Hey [Name], it’s [Your Name]. I was going over my files this week and realized I haven’t checked in with you since [last touch point].

A lot’s changed in the past few months — summer listings, rates, prices. Just curious — would an honest update on what your home’s worth or where things are trending help you plan your next move?

No pressure, just real numbers. Want me to send you a quick snapshot or have a 5-minute call?”

✔️ Feels casual, helpful — not spammy.

✔️ Perfect for calls, texts, or DM.

✅ Quick Win Checklist

Your Mid-Year Pipeline Health Check

✅ Pull your last 6 months’ pipeline — who ghosted?

✅ Label: Hot / Warm / Cold — be honest!

✅ Add missing emails or phone numbers to your CRM

✅ Send your check-in script to 10 people this week

✅ Block time every week to rinse and repeat

Mid-year is the new New Year — tune up your pipeline now, and you won’t be scrambling when everyone else wakes up in September.

Use the script. Follow the 10-10-5. Send the swipe posts. Small moves = big deals.

Stay Pfanntastic — and keep your ALM running on autopilot.

Forward to a colleague, subscribe if you’re new here, and grab your free 10 Essential Strategies Guide

📣Try This! 5 Consumer-Facing Swipe Posts to Use This Week

Here are 5 swipe post ideas you can share to stay visible, build trust, and spark conversations with your sphere and farm area:

📢 Swipe Post #1:

Caption:
“Halfway through the year — do you know what your home’s worth? A quick update now can save you $$$ later. DM me for a free, no-pressure snapshot. 🏡✨

📢 Swipe Post #2:

Caption:
“Rates, prices, buyer mindset — a lot changes by fall. Smart homeowners check in now, not later. I’m here if you want real answers, no guesswork.”

📢 Swipe Post #3:

Caption:
“Friendly mid-year PSA: The best deals sell fast. The worst deals sit forever. Wonder where you stand? Let’s check — confidential & free.”

📢 Swipe Post #4:

Caption:
“Before you decide to wait until fall, know your numbers. Sometimes waiting costs more than acting smart now. Text me ‘UPDATE’ and I’ll do the rest!”

📢 Swipe Post #5:

Caption:
“My goal? Make you the best-informed homeowner on your street. Want my insider summer snapshot? Just ask.”

Use Them!
“Try one or two of these posts this week — they’ll keep you top-of-mind and show your expertise. Customize for your neighbourhood and add your own twist!”

✨ Need help getting your real estate business on track?

Let’s take a look at what’s working, what’s not, and create a plan that fits you.

🗓️ Book your free strategy call now

👉 Click here to schedule a call with Peter

You’ll walk away with clarity, confidence, and a few Pfanntastic ideas to move forward.