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Sales Representative Program · 2025
Build your business.
One agent at a time.
A 90-day activity system that moves agents from lead to client — using social media as the sales vehicle, not a content treadmill. The first 30 minutes of every morning are non-negotiable.
1
Days 1–30 · Plant2
Days 31–60 · Build3
Days 61–90 · Harvest0Tasks Done
0Agents Followed
0DMs Sent
0Collabs Done
0Meetings Booked
This is a sales program. Social media is the tool.
Move an agent from lead to client by delivering real value on social media — then asking for the business. Every day has a defined set of actions. Do the activity. The results follow. Log every action in Salesforce as you go.
Find the right agents
Search Instagram for active DMV agents. Follow 5 per day. Log every follow in Salesforce immediately — there's a checkbox field for "Followed on social media." The people already watching you are the warmest leads.
Show up before you ask
Like posts. Respond to stories. Leave real comments. Do this for weeks before you pitch anything. Warm is earned, not assumed.
Collaborate, don't just post
One collab per week using Instagram's Collab feature. Their audience meets Universal Title. Both feeds grow. Come to every collab with a specific content concept — see the Content Calendar for ideas.
Ask for the business
"If I do this with you, will you send me your next contract?" — ask it directly. The collab is the audition. The ask closes the deal. Log every DM and outreach in Salesforce immediately.
By the end of 90 days, you will have:
If you put in the first 30 minutes every morning — every single day — here's what you will have built.
40+
Agents followed
Actively followed, engaged with, and logged in Salesforce
90+
DMs sent
One per day — cold intros, market stats, and meeting asks
12+
Collab posts published
One per week with a different agent, on both feeds
39+
Posts published
3 per week across Instagram — settlements, market intel, spotlights
10–15
Meetings from Instagram
Coffee or calls with agents you warmed up through IG
3–5
Closings attributed
Conservative. Each closing = months of recurring pipeline.
The Sales Conversion Path
Every agent you engage goes through this path. Your job is to move them left to right.
Found
ID'd on IG
Followed
Logged in Salesforce
Warm
Engaging w/ posts
Connected
DM convo open
Collab
Post together
Asked
"Send me your next?"
Client
Contract received ✓
What good engagement looks like
📖 Story Replies — Feel like a friend, not a pitch
On a listing story
"That staging on Maple Ave is incredible — did you use a local stager or the seller's own furniture?"
Goes straight to their DMs. Starts a real conversation.
On a closing story
"Congrats on the Bethesda close! How's inventory feeling up there — still moving fast?"
Shows market curiosity. Not desperate.
On a personal story
"That Italy trip looks unreal — did you do the Amalfi coast? Been on my list forever."
Human first. Makes future DMs feel natural.
On a renovation story
"That before/after is wild — did they negotiate the reno credit in the contract or do this post-close?"
Shows you know the business. Instant credibility.
💬 Comments — Be specific, never generic
On a listing post
"That layout is exactly what buyers in this price range are looking for right now — nice find."
Not "Love this!" — say something about the actual property.
On a market update
"This tracks with what we're seeing at the settlement table — multiple offers are back in Clarendon."
You sound like a partner, not a vendor.
On a personal win
"This is why agents in NoVA trust you — you actually know these neighborhoods from the inside."
On an open house post
"The light in that living room is doing all the work — when's the open house?"
📲 DM Scripts — Evolve by week
Week 1 — Cold intro
"Hey [name] — kept seeing your listings pop up in [area] and had to follow. Do you work mostly in that corridor or all over NoVA?"
Week 2+ — Market stats
"Hey [name] — sharing this month's DMV market snapshot with a few top agents in my network. Want me to send it over?"
Week 4+ — Meeting ask
"Hey [name] — would love to grab coffee for 20 min. I want to hear how you're approaching the spring market and I have content ideas for your audience."
Collab pitch
"Hey [name] — want to do a quick collab post? Something like 'what your title rep actually does at closing.' I write the title side, you share the agent experience. Easy yes."
The ask — after 2 collabs
"We've done a couple posts together and I want to ask directly — would you be open to using Universal Title on your next transaction? I'd love to earn that."
Warm — they liked your post
"Hey! Saw you liked my post about wire fraud — do you talk to your buyers about that stuff upfront or closer to closing?"
Phase 1 · Plant Days 1–30
Build your profile. Follow 20 agents. Establish the daily morning routine. Post 3x/week and 2 stories every day. Every follow and every DM gets logged in Salesforce immediately. Come back each morning, open this page, and check off your 30 minutes.
1
Week 1 · Days 1–7
Profile setup. Follow your first 5 agents. Start the morning routine.
📋 This week at a glance
🎯 Follow 5 agents · log all in Salesforce
📸 2 IG stories every single day
📱 3 posts this week (Mon / Wed / Fri)
💬 7 DMs — cold intros to new agents
🤝 No collab yet — setup first
🧠 Learn CapCut basics (Thursday)
This week: You're not selling yet. Get your profile right, follow your first 5 agents, and start the habits that run for 90 days. Log every follow and every DM in Salesforce immediately — there is a "followed on social media" checkbox field in each contact record.
1
Day 1 · Mon — Profile Setup
Setup tasks + first post
▾⏰ Your first 30 minutes
Do these tasks before anything else. This is your morning routine from Day 1 forward.
Update your IG bio — name, "Title Rep @ Universal Title," a one-line value prop, link to your calendar or UT website
Follow 5 agents — search #DCRealtor #NVARealtor #FairfaxHomes to find active DMV agents. Log each one in Salesforce and check "Followed on social media" in their contact record.Daily
📸 Post 2 IG stories today — introduce yourselfDaily
💡 Story idea: Film a quick 15-second intro at your desk — "Hey, I'm [name], your Universal Title rep for NoVA/DC. Here to make closings easy. Follow along." Tag @universaltitle.
💬 Send 1 proactive DM to a new agent — reference something specific on their profile. Log in Salesforce that you reached out.Daily
📱 Publish your Monday intro post — who you are, what you do, why agents should know you. Tag @universaltitle.Post day
2
Day 2 · Tue — Find 5 More Agents
Full morning routine begins
▾⏰ Your first 30 minutes — every morning, no exceptions
Like-blitz → 2 stories → watch agent stories → 1 DM. In that order. Every day.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: "Day in my life as a title rep" — snap a pic of your morning setup, coffee + your Salesforce dashboard. "Starting the day right."
📖 Watch agent stories — respond to 3+ with specific, real replies. A story reply lands directly in their DMs. See reply examples in the Overview tab.Daily
💬 Send 1 proactive DM to a new agent. Log in Salesforce that you reached out and sent a DM.Daily
Follow 5 new agents — search brokerage pages (Compass DC, RLAH, TTR Sotheby's, KW McLean) and browse followers. Log each follow in Salesforce and check "Followed on social media."
Like the 3 most recent posts from each new agent you just followed — be visible before you ever DM
3
Day 3 · Wed — Post Day + Mine Likes
Morning routine + publish IG post
▾⏰ Your first 30 minutes — every morning, no exceptions
Like-blitz → 2 stories → watch agent stories → 1 DM → 1 comment. In that order. Every day.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: Settlement fact — text overlay on a photo or face-to-camera: "Did you know your title rep coordinates with 8+ parties before closing day? Here's what that looks like."
📖 Watch agent stories — respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
💬 Send 1 proactive DM to a new agent. Log in Salesforce that you reached out.Daily
💬 Leave 1 intentional comment on an agent's post — something specific about their listing, market, or content. Not "Love this!" See comment examples in the Overview tab.Daily
📱 Publish your Wednesday Instagram post — check the Content Calendar tab for this week's topicPost day
After posting: check who liked it. Any agents you don't recognize? DM them: "Hey, thanks for the like — would love to connect!" Log in Salesforce.
4
Day 4 · Thu — Comment Day + CapCut
Morning routine + self-improvement
▾⏰ Your first 30 minutes — every morning, no exceptions
Like-blitz → 2 stories → watch agent stories → 1 DM → 1 comment. In that order. Every day.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: Office culture — photo of the UT lobby, bar cart, or swag wall. "This is where your clients walk in on closing day. Here's what they see." Agents appreciate knowing what to tell their buyers to expect.
📖 Watch agent stories — respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
💬 Send 1 proactive DM. Log in Salesforce that you reached out.Daily
💬 Leave 1 intentional comment on an agent's post — something specific about their listing, market, or content. Not "Love this!" See comment examples in the Overview tab.Daily
🧠 Self-Improve: Watch a 10-min CapCut basics tutorial on YouTube. Learn to trim clips, add text overlays, and export a 15-second reel. You'll use this for collab posts starting Week 2.Learn
5
Day 5 · Fri — Post Day
Morning routine + publish IG post
▾⏰ Your first 30 minutes — every morning, no exceptions
Like-blitz → 2 stories → watch agent stories → 1 DM → 1 comment. In that order. Every day.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: Behind the scenes of opening a new file — laptop, documents, Salesforce open. "New file opened today. Here's what the first 24 hours of getting a deal to closing actually looks like."
📖 Watch agent stories — respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
💬 Send 1 proactive DM. Log in Salesforce that you reached out.Daily
💬 Leave 1 intentional comment on an agent's post — something specific about their listing, market, or content. See comment examples in the Overview tab.Daily
📱 Publish your Friday Instagram post — check Content Calendar for this week's topicPost day
6
Day 6 · Sat
Morning routine — even weekends
▾⏰ First 30 minutes — even on weekends
Agents are active on weekends. Your engagement Saturday morning stands out more than Tuesday afternoon.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: End-of-week office moment — photo of the UT closing room, the team wrapping up, or the swag wall. "Another week of files moving toward closing. This is where the work shows up." No names, no agent references.
📖 Watch agent stories — respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
💬 Send 1 DM — warm agent follow-up or a new cold intro. Log in Salesforce.Daily
💬 Leave 1 intentional comment on an agent's post — specific, not generic. See comment examples in the Overview tab.Daily
7
Day 7 · Sun — Week 1 Wrap
Morning routine + weekly review
▾⏰ First 30 minutes — then fill in your Weekly Retro
End every week with a 5-minute retro. Honest numbers only. Submit to the team sheet.
☀️ Morning like-blitz — open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
📸 Post 2 IG stories todayDaily
💡 Story idea: Week 1 in review — "Here's what Week 1 building relationships as a UT title rep actually looked like: [X] agents followed, [X] DMs sent, 3 posts published." Authentic numbers, no polish needed.
📖 Watch agent stories — respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
💬 Send 1 DM. Log in Salesforce.Daily
💬 Leave 1 intentional comment on an agent's post. See comment examples in the Overview tab.Daily
Update Salesforce — confirm "Followed on social media" is checked for all agents you followed this week. Update conversation statuses.
Fill in the Weekly Retro below — honest numbers only. Then click Submit to send to the team dashboard.
🎯 Weekly Retro — Week 1
↑ Auto-counted from daily tasks
↑ Auto-counted from daily tasks
Specific comments on agent posts
Back-and-forth exchanges only
2
Week 2 · Days 8–14
First collab. 10 agents. Start DM-ing market stats.
📋 This week at a glance
🎯 Follow 5 more agents — hit 10 total in Salesforce
📸 2 IG stories every single day
📱 3 posts this week (Mon / Wed / Fri)
💬 7 DMs — start sending market stats
🤝 Collab #1 published by Friday
🧠 Study 5 IG caption formulas (Thursday)
This week: Execute your first Instagram Collab post before Friday. Before pitching, scroll the agent's profile — find 1 personal detail to open with and come with 2 content ideas. Never show up empty-handed. Start DM-ing market stats to new agents: "Sharing this month's DMV market snapshot with a few top agents — want me to send it over?"
🎯 Weekly Retro — Week 2
↑ Auto-counted from daily tasks
↑ Auto-counted from daily tasks
Phase 2 · Build Days 31–60
Agents have been seeing your name for 30 days. Now deepen relationships, ask for business after collabs, and convert IG conversations into real meetings. Hit 40 agents in Salesforce. Keep the morning routine running every single day.
Phase 3 · Harvest Days 61–90
Sixty days of showing up pays off. Agents know your name. Convert relationships to contracts. Document every closing that traces back to the system. Keep the morning routine running.
Weekly Content Calendar
3 posts per week on Instagram (Mon/Wed/Fri). 2 IG stories every single day. One collab per week using the IG Collab feature. Prescriptive content concepts below — you bring the execution.
Phase 1 · Days 1–30
1
Week 1
Theme: Who I am and why agents should know me
Monday
Instagram
Intro reel — who you are, your role at Universal Title, why closings matter to agents. Face to camera, 30 sec max. Confident, not corporate.
Intro reel — who you are, your role at Universal Title, why closings matter to agents. Face to camera, 30 sec max. Confident, not corporate.
Wednesday
Instagram
"One thing that surprises buyers at the closing table." 3-slide carousel or face-to-camera. End with: "DM me your biggest closing day question."
"One thing that surprises buyers at the closing table." 3-slide carousel or face-to-camera. End with: "DM me your biggest closing day question."
Friday
Instagram
Team spotlight — introduce your settlement team. Photos of the UT office or team members. "These are the people who make your closing happen."
Team spotlight — introduce your settlement team. Photos of the UT office or team members. "These are the people who make your closing happen."
Stories (daily)
BTS of your morning routine at UT
Reshare a listing from an agent you just followed
Collab
None week 1 — profile setup and agent finding first
DM Template — Week 1 (Cold Intro)
"Hey [name] — kept seeing your listings pop up in [area] and had to follow. Do you work mostly in that corridor or all over NoVA?"
2
Week 2
Theme: What title actually does at closing
Monday
Instagram
"5 things that happen at every closing that most buyers don't know." Carousel or reel. Buyers share this — agents notice.
"5 things that happen at every closing that most buyers don't know." Carousel or reel. Buyers share this — agents notice.
Wednesday
Instagram
Title insurance myth vs. fact — 4-slide carousel. "Myth: Title insurance is just a fee. Fact: It protected X buyers last year from losing their homes." Sharp, shareable.
Title insurance myth vs. fact — 4-slide carousel. "Myth: Title insurance is just a fee. Fact: It protected X buyers last year from losing their homes." Sharp, shareable.
Friday
Instagram
Settlement video — film at the closing table (empty or staged). "This is where it all comes together." 30-second reel walkthrough. Tag the UT office location.
Settlement video — film at the closing table (empty or staged). "This is where it all comes together." 30-second reel walkthrough. Tag the UT office location.
Stories (daily)
BTS of opening a file at UT
Reshare collab partner's listing with a tag
Collab #1
Settlement education video. You on camera explaining 1 thing that happens at every closing. Agent shares their perspective in the same post. Film separately, edit together in CapCut. Use IG Collab feature — posts to both feeds.
DM Template — Week 2 (Market Stats)
"Hey [name] — sharing this month's DMV market snapshot with a few top agents in my network. Want me to send it over?"
3
Week 3
Theme: Buyer education + listing spotlight
Monday
Instagram
"Myth vs. Fact: Title Insurance" — carousel. Make it visual, fast, shareable. This is the post agents forward to buyers.
"Myth vs. Fact: Title Insurance" — carousel. Make it visual, fast, shareable. This is the post agents forward to buyers.
Wednesday
Instagram
"6 things buyers say that stress agents out — and how title can help." Collab opportunity. Tag an agent to co-author in comments.
"6 things buyers say that stress agents out — and how title can help." Collab opportunity. Tag an agent to co-author in comments.
Friday
Instagram
DMV market stats post — pull from UT's market data. "Here's what the numbers say this month." Tag the agent who gave you the intel.
DMV market stats post — pull from UT's market data. "Here's what the numbers say this month." Tag the agent who gave you the intel.
Stories (daily)
Poll: "Biggest buyer misconception about closings?"
Market stat of the day — one number, one sentence
Collab #2
Listing spotlight. Meet with agent at their listing. Film a 30-second walkthrough together. You talk title/closing, they talk property. Post using IG Collab — both audiences see it.
DM Template — Week 3 (Market Stats follow-up)
"Hey [name] — just sent over the market stats. Curious — how's inventory feeling in [area] from your side?"
4
Week 4
Theme: Agent spotlight + meeting asks
Monday
Instagram
Agent spotlight — 60-sec face-to-camera Q&A with an agent: "Why do you use Universal Title?" Film at their office or a coffee shop. Ask permission first. Tag them.
Agent spotlight — 60-sec face-to-camera Q&A with an agent: "Why do you use Universal Title?" Film at their office or a coffee shop. Ask permission first. Tag them.
Wednesday
Instagram
"What to bring to your closing" — checklist reel or carousel. The one piece of content every agent wants to forward to their buyers before closing day.
"What to bring to your closing" — checklist reel or carousel. The one piece of content every agent wants to forward to their buyers before closing day.
Friday
Instagram
Closing day reel — film at the actual closing table (with client permission). 30 seconds. "This is the moment every agent and buyer works toward."
Closing day reel — film at the actual closing table (with client permission). 30 seconds. "This is the moment every agent and buyer works toward."
Stories (daily)
Behind-the-scenes of the agent spotlight shoot
Countdown to a closing — "T-48 hours to closing day"
Collab #3 + #4
Agent Q&A collab + a second closing-focused collab. Week 4 is your first "ask for coffee" week — use the collab to build the case, then send the meeting ask DM after it posts.
DM Template — Week 4 (Meeting Ask)
"Hey [name] — would love to grab coffee for 20 min. I want to hear how you're approaching the spring market and I have content ideas I think would work well for your audience. When works for you?"
Phases 2 & 3 · Days 31–90
📋 Weeks 5–13 content calendar — coming soon. Topics will cover market intelligence deep-dives, agent spotlights, "ask a title rep" Q&As, buyer education series, and closing stories. Send your content ideas to your manager to fill in.
My Numbers — 90-Day Total
Pulled from your Weekly Retros and End of Month check-ins. Show this to your manager monthly.
Agents Followed
0
Logged in Salesforce
↑ Live from retros
Real Conversations
0
Back-and-forth exchanges
↑ Live from retros
DMs Sent
0
Auto-counted + manual
↑ Live from retros
Meetings from IG
0
Coffee/calls booked
↑ Live from retros
Collabs Done
0
From EOM check-ins
↑ Live from EOM retros
Boot Camp Progress
0%
Daily tasks completed
↑ Live from checkboxes
How 90 Days Becomes a Career Pipeline
Agent relationships compound. Here's the realistic trajectory from zero.
Day 1
0 agents
Starting line
Day 30
20 agents
4 collabs
4 collabs
In their feed
Day 60
40 agents
First referrals
First referrals
In their mind
Day 90
3–5 closings
Real pipeline
Real pipeline
In their speed dial
Month 6
12–20 closings
Repeat agents
Repeat agents
Compounding
Weekly Scorecard — Fill Out Every Sunday
Use the Weekly Retro at the bottom of each week. Then send totals to your manager monthly.
🎯
Agents followed and logged in Salesforce
Target: 5 per week minimum. Every follow gets logged immediately — "Followed on social media" checkbox in their Salesforce record.
❤️
Like-blitz streak
Target: Every morning, 7 days. Did you miss any? The streak is the signal — to agents and to yourself.
📸
Stories posted this week
Target: 14 (2 per day). Check the prescriptive story ideas in each day card.
📱
IG posts published
Target: 3 (Mon/Wed/Fri). See Content Calendar for exact concepts per week.
💬
Proactive DMs sent
Target: 7. Log every single one in Salesforce immediately after sending.
DM strategy evolves: Week 1 = cold intros. Week 2–3 = market stats. Week 4+ = meeting asks. Follow the script in each week's day cards.
💬
Comments left on agent posts
Target: 2 per day × 5 weekdays = 10 comments. Specific, never generic. Log in your Weekly Retro.
🤝
Collab post published
Target: 1 per week. See Content Calendar for the specific collab concept for each week.
🏆
Contracts traceable to Instagram
Update in the End of Month Retro at the bottom of weeks 4, 8, and 13.
Ask every new referral: "How'd you hear about Universal Title?" Log IG-originated ones in Salesforce.
