90-Day Social Media Boot Camp | Universal Title
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Sales Representative Program Β· 2025

Build your business.
One agent at a time.

A 90-day activity system that moves agents from lead to client β€” 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 Β· Plant
2
Days 31–60 Β· Build
3
Days 61–90 Β· Harvest
0Tasks Done
0Agents Followed
0DMs Sent
0Collabs Done
0Meetings Booked
Boot camp progress β€” 0%

This is a sales program. Social media is the tool.

Move an agent from lead to client by delivering real value on social media β€” 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 β€” there's a checkbox field for "Followed on social media." The people already watching you are the warmest leads.
πŸ‘€
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 β€” see the Content Calendar for ideas.
πŸ’¬
Ask for the business
"If I do this with you, will you send me your next contract?" β€” 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 β€” every single day β€” here's what you will have built.

40+
Agents followed
Actively followed, engaged with, and logged in Salesforce
90+
DMs sent
One per day β€” 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 β€” 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 βœ“

What good engagement looks like

πŸ“– Story Replies β€” Feel like a friend, not a pitch
On a listing story
"That staging on Maple Ave is incredible β€” 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 β€” still moving fast?"
Shows market curiosity. Not desperate.
On a personal story
"That Italy trip looks unreal β€” 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 β€” did they negotiate the reno credit in the contract or do this post-close?"
Shows you know the business. Instant credibility.
πŸ’¬ Comments β€” Be specific, never generic
On a listing post
"That layout is exactly what buyers in this price range are looking for right now β€” nice find."
Not "Love this!" β€” say something about the actual property.
On a market update
"This tracks with what we're seeing at the settlement table β€” 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 β€” you actually know these neighborhoods from the inside."
On an open house post
"The light in that living room is doing all the work β€” when's the open house?"
πŸ“² DM Scripts β€” Evolve by week
Week 1 β€” Cold intro
"Hey [name] β€” 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+ β€” Market stats
"Hey [name] β€” sharing this month's DMV market snapshot with a few top agents in my network. Want me to send it over?"
Week 4+ β€” Meeting ask
"Hey [name] β€” 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] β€” 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 β€” after 2 collabs
"We've done a couple posts together and I want to ask directly β€” would you be open to using Universal Title on your next transaction? I'd love to earn that."
Warm β€” they liked your post
"Hey! Saw you liked my post about wire fraud β€” do you talk to your buyers about that stuff upfront or closer to closing?"

Phase 1 Β· 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 Β· Days 1–7
Profile setup. Follow your first 5 agents. Start the morning routine.
InstagramSetup
β–Ύ
πŸ“‹ This week at a glance
🎯 Follow 5 agents · log all in Salesforce
πŸ“Έ 2 IG stories every single day
πŸ“± 3 posts this week (every other day)
πŸ’¬ 7 DMs β€” cold intros to new agents
🀝 No collab yet β€” setup first
🧠 Learn CapCut basics (Day 4 β€” mid-week)
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 β€” there is a "followed on social media" checkbox field in each contact record.
1
Day 1 β€” Profile Setup
Setup tasks + first post
β–Ύ
⏰ Your first 30 minutes
Do these tasks before anything else. This is your morning routine from Day 1 forward.
Update your IG bio β€” name, "Title Rep @ Universal Title," a one-line value prop, link to your calendar or UT website
Follow 5 agents β€” 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
πŸ“Έ Post 2 IG stories today β€” introduce yourselfDaily
πŸ’‘ Story idea: Film a quick 15-second intro at your desk β€” "Hey, I'm [name], your Universal Title rep for NoVA/DC. Here to make closings easy. Follow along." Tag @universaltitle.
πŸ’¬ Send 1 proactive DM to a new agent β€” reference something specific on their profile. Log in Salesforce that you reached out.Daily
πŸ“± Publish your Day 1 intro post β€” who you are, what you do, why agents should know you. Tag @universaltitle.Post day
2
Day 2 β€” Find 5 More Agents
Full morning routine begins
β–Ύ
⏰ Your first 30 minutes β€” every morning, no exceptions
Like-blitz β†’ 2 stories β†’ watch agent stories β†’ 1 DM. In that order. Every day.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: "Day in my life as a title rep" β€” snap a pic of your morning setup, coffee + your Salesforce dashboard. "Starting the day right."
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. A story reply lands directly in their DMs. See reply examples in the Overview tab.Daily
πŸ’¬ Send 1 proactive DM to a new agent. Log in Salesforce that you reached out and sent a DM.Daily
Follow 5 new agents β€” 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 β€” be visible before you ever DM
3
Day 3 β€” Post Day + Mine Likes
Morning routine + publish IG post
β–Ύ
⏰ Your first 30 minutes β€” every morning, no exceptions
Like-blitz β†’ 2 stories β†’ watch agent stories β†’ 1 DM β†’ 1 comment. In that order. Every day.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: Settlement fact β€” 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."
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
πŸ’¬ Send 1 proactive DM to a new agent. Log in Salesforce that you reached out.Daily
πŸ’¬ Leave 1 intentional comment on an agent's post β€” something specific about their listing, market, or content. Not "Love this!" See comment examples in the Overview tab.Daily
πŸ“± Publish your Day 3 Instagram post β€” 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 β€” would love to connect!" Log in Salesforce.
4
Day 4 β€” Comment Day + CapCut
Morning routine + self-improvement
β–Ύ
⏰ Your first 30 minutes β€” every morning, no exceptions
Like-blitz β†’ 2 stories β†’ watch agent stories β†’ 1 DM β†’ 1 comment. In that order. Every day.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: Office culture β€” 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.
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
πŸ’¬ Send 1 proactive DM. Log in Salesforce that you reached out.Daily
πŸ’¬ Leave 1 intentional comment on an agent's post β€” 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 β€” Post Day
Morning routine + publish IG post
β–Ύ
⏰ Your first 30 minutes β€” every morning, no exceptions
Like-blitz β†’ 2 stories β†’ watch agent stories β†’ 1 DM β†’ 1 comment. In that order. Every day.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: Behind the scenes of opening a new file β€” laptop, documents, Salesforce open. "New file opened today. Here's what the first 24 hours of getting a deal to closing actually looks like."
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
πŸ’¬ Send 1 proactive DM. Log in Salesforce that you reached out.Daily
πŸ’¬ Leave 1 intentional comment on an agent's post β€” something specific about their listing, market, or content. See comment examples in the Overview tab.Daily
πŸ“± Publish your Day 5 Instagram post β€” check Content Calendar for this week's topicPost day
6
Day 6
Morning routine β€” every day
β–Ύ
⏰ First 30 minutes β€” every single day
No off days. The streak is the signal. 30 minutes every morning, even when it feels like it doesn't matter.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: End-of-week office moment β€” 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.
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
πŸ’¬ Send 1 DM β€” warm agent follow-up or a new cold intro. Log in Salesforce.Daily
πŸ’¬ Leave 1 intentional comment on an agent's post β€” specific, not generic. See comment examples in the Overview tab.Daily
7
Day 7 β€” Week 1 Wrap
Morning routine + weekly review
β–Ύ
⏰ First 30 minutes β€” then fill in your Weekly Retro
End every week with a 5-minute retro. Honest numbers only. Submit to the team sheet.
β˜€οΈ Morning like-blitz β€” open Instagram, like the 5 most recent posts from each agent you follow (3 min, every morning, no exceptions)Daily
πŸ“Έ Post 2 IG stories todayDaily
πŸ’‘ Story idea: Week 1 in review β€” "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.
πŸ“– Watch agent stories β€” respond to 3+ with specific, real replies. See examples in the Overview tab.Daily
πŸ’¬ Send 1 DM. Log in Salesforce.Daily
πŸ’¬ Leave 1 intentional comment on an agent's post. See comment examples in the Overview tab.Daily
Update Salesforce β€” confirm "Followed on social media" is checked for all agents you followed this week. Update conversation statuses.
Fill in the Weekly Retro below β€” honest numbers only. Then click Submit to send to the team dashboard.
🎯 Weekly Retro β€” 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 Β· Days 8–14
First collab. 10 agents. Start DM-ing market stats.
Collab #1Instagram
β–Ύ
πŸ“‹ This week at a glance
🎯 Follow 5 more agents β€” hit 10 total in Salesforce
πŸ“Έ 2 IG stories every single day
πŸ“± 3 posts this week (every other day)
πŸ’¬ 7 DMs β€” start sending market stats
🀝 Collab #1 published by Day 12
🧠 Study 5 IG caption formulas (Day 4 β€” mid-week)
This week: Execute your first Instagram Collab post by Day 12. Before pitching, scroll the agent's profile β€” 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 β€” want me to send it over?"
🎯 Weekly Retro β€” Week 2
↑ Auto-counted from daily tasks
↑ Auto-counted from daily tasks

Phase 2 Β· 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 Β· 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 (every other day β€” pick the cadence that fits your start date). 2 IG stories every single day. One collab per week using the IG Collab feature. Prescriptive content concepts below β€” you bring the execution.

πŸ€– How to use the ChatGPT prompts

Every post below has a copy-pasteable ChatGPT prompt. Before you use any of them, paste the Context Block below into the top of your ChatGPT chat once β€” then use the prompts. ChatGPT will pull your real info (your name, your area, the agent you're working with) into every script it writes.

πŸ“‹ Paste this once at the top of your ChatGPT chat
I am [YOUR NAME], a Universal Title rep at the [YOUR BRANCH OFFICE β€” e.g., Bethesda, Tysons, Fairfax] office. I cover the [YOUR DMV TARGET AREA β€” e.g., Bethesda + Chevy Chase, Old Town Alexandria, Capitol Hill] real estate market. My audience on Instagram is mostly real estate agents in [YOUR AREA], with some buyers and sellers. The agents I'm currently collaborating with are [AGENT 1 NAME (@AGENT1HANDLE), AGENT 2 NAME (@AGENT2HANDLE)]. My on-camera voice is [WARM AND FRIENDLY / DATA-DRIVEN AND DIRECT / CASUAL AND CONVERSATIONAL β€” pick what fits]. The local hashtags I use are [#YOURAREA, #DMVRealEstate, etc.]. When I send you a prompt, write the script in MY voice, reference MY area, and assume the audience is people who might one day refer business to me. Always end with a clear CTA. Got it?
Pro tip: Update the context block at the top of your chat every Monday with that week's specific agent partner, listing address, or market stat. ChatGPT will use it for the rest of the week.
Phase 1 Β· Plant Β· Days 1–30
1
Week 1
Theme: Who I am and why agents should know me
β–Ύ
Post 1 Β· Day 1
Instagram
Intro reel β€” who you are, your role at Universal Title, why closings matter to agents. Face to camera, 30 sec max. Confident, not corporate.
Post 2 Β· Day 3
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."
Post 3 Β· Day 5
Instagram
Team spotlight β€” 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 β€” profile setup and agent finding first
πŸ€– ChatGPT Prompts Β· Week 1
Post 1 Β· Intro reel
Write a 30-second Instagram reel script introducing me to my agent audience. Format: face-to-camera, confident not corporate. Cover: my name, my role at Universal Title, why closings matter to agents in my area, one quick line that makes me sound different from the average title rep. End: "Follow along for behind-the-scenes from the closing table." 30 seconds with 5-second beats so I know when to cut.
Post 2 Β· Closing-table surprise
Write a 3-slide Instagram carousel OR 30-second reel for me. Topic: one specific thing that surprises first-time buyers at the closing table in my area. Pick the ONE that matters most for first-time buyers in my market. Per slide: 1 fact + 1 sentence why it matters. End: "DM me your biggest closing day question." Tone: insider, demystifying.
Post 3 Β· Team spotlight
Write a 30-second Instagram reel script introducing the settlement team at my Universal Title office. I'll fill in their first names: [PROCESSOR FIRST NAME], [CLOSING ATTORNEY FIRST NAME], [SETTLEMENT COORDINATOR FIRST NAME]. Each team member gets ~5 seconds and one line about what they do. End: "These are the people getting your closings to the table." Tone: warm, team-celebrating, not corporate.
DM Template β€” Week 1 (Cold Intro)
"Hey [name] β€” 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
β–Ύ
Post 1 Β· Day 1
Instagram
"5 things that happen at every closing that most buyers don't know." Carousel or reel. Buyers share this β€” agents notice.
Post 2 Β· Day 3
Instagram
Title insurance myth vs. fact β€” 4-slide carousel. "Myth: Title insurance is just a fee. Fact: It protected X buyers last year from losing their homes." Sharp, shareable.
Post 3 Β· Day 5
Instagram
Settlement video β€” 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 β€” posts to both feeds.
πŸ€– ChatGPT Prompts Β· Week 2
Post 1 Β· 5 things at every closing
Write a 5-slide Instagram carousel for me. Topic: "5 things that happen at every closing that most first-time buyers don't know." Pull from: wire fraud verification, title insurance issuance, recording the deed, attorney document review, key handoff timing. Per slide: 1 thing + 1-sentence plain-English explanation. End: "DM me if you want to know what to expect at your closing." Tone: insider, demystifying.
Post 2 Β· Title insurance myth vs fact
Write a 4-slide Instagram carousel for me. Topic: title insurance myth vs fact. Slide 1 = myth, Slide 2 = fact, Slide 3 = anonymized real example of what title insurance caught, Slide 4 = "DM me for the full breakdown." Tone: sharp, save-worthy.
Post 3 Β· Settlement video at the table
Write a 30-second Instagram reel voiceover script. Setting: walking through the closing table (empty or staged). Cover: ID check, document signing, wire confirmation, key handoff. Include 5-sec beat cues. End: tag the office location. Tone: behind-the-scenes, slightly cinematic.
DM Template β€” Week 2 (Market Stats)
"Hey [name] β€” 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
β–Ύ
Post 1 Β· Day 1
Instagram
"Myth vs. Fact: Title Insurance" β€” carousel. Make it visual, fast, shareable. This is the post agents forward to buyers.
Post 2 Β· Day 3
Instagram
"6 things buyers say that stress agents out β€” and how title can help." Collab opportunity. Tag an agent to co-author in comments.
Post 3 Β· Day 5
Instagram
DMV market stats post β€” 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 β€” 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 β€” both audiences see it.
πŸ€– ChatGPT Prompts Β· Week 3
Post 1 Β· Title insurance myth/fact carousel
Write a 5-slide Instagram carousel. Topic: "Myth vs Fact: Title Insurance." Each slide = myth + fact, visual contrast. Agent-forwardable. End: "Buyers β€” save this. Agents β€” send to your buyers." Tone: sharp, visual.
Post 2 Β· 6 buyer things that stress agents
Write a 6-slide Instagram carousel. Topic: "6 things buyers say that stress agents out β€” and how title can help." Per slide: 1 buyer comment + 1 reassurance + 1 title rep tip. End: "Agents β€” save this. Send to your nervous buyers." Tone: empathetic.
Post 3 Β· DMV market stats post
Write a 4-slide Instagram carousel covering this month's market stats in my target area. Slide 1: median price + takeaway. Slide 2: DOM trend. Slide 3: sold-to-list + meaning. Slide 4: "DM me for full report." Mention I can tag an agent who gave me field context. Tone: data-driven.
DM Template β€” Week 3 (Market Stats follow-up)
"Hey [name] β€” just sent over the market stats. Curious β€” how's inventory feeling in [area] from your side?"
4
Week 4
Theme: Agent spotlight + meeting asks
β–Ύ
Post 1 Β· Day 1
Instagram
Agent spotlight β€” 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.
Post 2 Β· Day 3
Instagram
"What to bring to your closing" β€” checklist reel or carousel. The one piece of content every agent wants to forward to their buyers before closing day.
Post 3 Β· Day 5
Instagram
Closing day reel β€” 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 β€” "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 β€” use the collab to build the case, then send the meeting ask DM after it posts.
πŸ€– ChatGPT Prompts Β· Week 4
Post 1 Β· Agent Q&A
Write a 60-second Instagram reel script interviewing [AGENT NAME, @HANDLE]. Agent answers 3 questions ~15 sec each: (1) Why UT? (2) Favorite client experience in [their area]? (3) Advice for newer agents? 5-sec intro + 5-sec outro. End: "Follow [AGENT] for more." Tone: agent-flattering.
Post 2 Β· What to bring to closing
Write a 4-slide Instagram carousel. Topic: "What every buyer needs to bring to closing day." Per slide: 1 item + why. Items: ID, cashier's check/wire, questions list, patience. End: "Save this β€” every buyer needs it." Agent-forwardable.
Post 3 Β· Closing day reel
Write a 30-second Instagram reel script filmed at an actual closing table (with permission, anonymized). Shots: signing, wire confirmation, key handoff. Voiceover throughout. Tag the agent. 5-sec cues. Tone: triumphant, BTS.
DM Template β€” Week 4 (Meeting Ask)
"Hey [name] β€” 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?"
Phase 2 Β· Build Β· Days 31–60
5
Week 5
Theme: First meeting asks β€” move warm DMs to coffee
β–Ύ
Post 1 Β· Day 1
Instagram
The coffee invite reel. Face-to-camera, 30 sec. "If you've seen my posts for the last 30 days, here's the next step. I'm grabbing coffee with 5 DMV agents this month β€” comment β˜• if you want one of the spots." Filters for warm leads. Comments make their interest public.
Post 2 Β· Day 3
Instagram
"5 questions I ask every agent at coffee." 5-slide carousel. Shows agents what the meeting actually looks like before they say yes. Demystifies the ask. End: "DM \"COFFEE\" if you want in."
Post 3 Β· Day 5
Instagram
Coffee meeting BTS. 30-sec voiceover reel filmed at an actual meeting (with agent permission, agent face anonymized or with consent). Shows you in action.
Stories (daily)
Coffee shop check-in β€” "Meeting #2 of the week"
Anonymized meeting recap β€” one takeaway, no names
Collab #5
Coffee Chat Reel. 30-sec feed reel filmed at the meeting, both at the table. Agent shares one hot take. Posts via IG Collab to both feeds. (See Collab Posts tab for the pitch.)
πŸ€– ChatGPT Prompts Β· Week 5
Post 1 Β· Coffee invite reel
Write a 30-second Instagram reel script inviting agents in my area to coffee β€” 5 spots, comment β˜• to claim. Open: "If you've seen my posts for 30 days, here's the next step." Sell: content ideas + market take. Tone: warm but specific.
Post 2 Β· 5 questions at coffee
Write a 5-slide carousel. Topic: "5 questions I ask every agent at coffee." Each slide: 1 question + why I ask. End: "DM 'COFFEE' if you want in." Make meetings feel low-pressure. Tone: transparent.
Post 3 Β· Coffee meeting BTS
Write a 30-second voiceover reel script from a real coffee meeting (agent anonymized or with permission). Cover: 1 thing I learned about [AGENT NAME]'s business, 1 market insight, what's next. End: "Coffee #[X] this month β€” DM if you want to be next." Tone: real, in-action.
DM Template β€” Week 5 (Coffee Invite)
"Hey [name] β€” we've been DM'ing for a few weeks now. I'd love to grab 20 min next week. I have content ideas for your audience and want to hear how you're approaching the spring market. What's a good time?"
6
Week 6
Theme: Become the data source β€” monthly market intelligence
β–Ύ
Post 1 Β· Day 1
Instagram
Monthly market stats carousel. 5-slide carousel pulling UT's "Just Signed" data β€” median price, days on market, sold-to-list ratio, YoY change. Tag the UT data partner. Sets you up as the recurring monthly data voice.
Post 2 Β· Day 3
Instagram
"What sold-to-list ratio actually means for sellers." 60-sec face-to-camera. Translate the data into a decision sellers can use. Targets the listing-curious follower.
Post 3 Β· Day 5
Instagram
Walking tour with market context. 45-sec reel walking through a current listing while voicing over what the local market is doing this month. Brings stats to life.
Stories (daily)
Stat of the day β€” one number, one sentence
Poll: "What surprised you about this month's numbers?"
Collab #6
Market Update Carousel with an agent. You provide the data, they give a field take. 4 slides, IG Collab. (Concept #4 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 6
Post 1 Β· Monthly stats carousel
Write a 5-slide carousel using UT's Just Signed data for my area. Slide 1: median price + takeaway. Slide 2: DOM vs last month. Slide 3: sold-to-list + meaning. Slide 4: YoY change. Slide 5: "DM for full report." I'll paste stats: [PASTE HERE]. Tone: data-driven.
Post 2 Β· Sold-to-list explainer for sellers
Write a 60-sec face-to-camera reel. Topic: "What [MY AREA]'s sold-to-list ratio actually means if you're thinking about selling." Translate data into a decision. Include 1 actionable tip. End: "DM if considering listing." Tone: educational, seller-focused.
Post 3 Β· Walking tour with market context
Write a 45-sec walking-tour voiceover for an active listing at [LISTING ADDRESS]. Include 2 specific data points + how the listing compares. End: "Follow [AGENT'S HANDLE] for more." 5-sec cues. Tone: knowledgeable.
DM Template β€” Week 6 (Market Stats Drop)
"Hey [name] β€” just pulled the [neighborhood] numbers for this month. A few surprises (especially the sold-to-list ratio). Want me to send the full report?"
7
Week 7
Theme: Pivot to sellers β€” open the listing-side relationship
β–Ύ
Post 1 Β· Day 1
Instagram
"What [area] sellers are getting wrong in 2026." 4-slide carousel β€” overpricing in week 1, skipping pre-listing inspection, weak photos, no staging plan. Each slide: 1 mistake + 1 fix. Positions you as the listing-side strategist.
Post 2 Β· Day 3
Instagram
Pre-listing checklist. 5-slide carousel β€” 5 things every seller should do before the sign goes in the yard. Title clean-up, comps pull, prep timeline, marketing materials, the "list date" decision. Highly save-worthy.
Post 3 Β· Day 5
Instagram
Before/after listing prep transition. 20-sec transition reel showing a listing's "before staging" vs "ready to list." Algorithm-friendly format. End: "When you list with the right team, this is what prep looks like."
Stories (daily)
Listing prep BTS β€” photographer arriving, stager setting up
"Coming soon" tease for an upcoming listing with the agent
Collab #7
Listing Spotlight at Their Property. 30-sec walkthrough filmed at an agent's new listing β€” you cover title/closing, they cover the property. (Concept #2 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 7
Post 1 Β· What sellers are getting wrong
Write a 4-slide carousel. Topic: "4 things [MY AREA] sellers are getting wrong in 2026." Per slide: 1 mistake + 1 fix. Position me as the agent's strategic partner. End: "Agents β€” save for your next listing presentation." Tone: insider.
Post 2 Β· Pre-listing checklist
Write a 5-slide carousel. Topic: "Pre-listing checklist β€” 5 things every seller should do before the sign goes in the yard." Each slide: 1 step + brief reason. End: "Agents β€” share with your seller prospects." Tone: practical.
Post 3 Β· Before/after listing prep transition
Write a 20-sec transition reel script. Before/after of a listing's "before staging" vs "ready to list." Voiceover: "When you list with the right team, this is what prep looks like." Tag [AGENT'S HANDLE]. End: "Listing prep matters more than most sellers realize." Tone: fast, visual.
DM Template β€” Week 7 (Listing Curiosity)
"Hey [name] β€” most agents I work with have at least one client on the fence about listing this spring. Anyone in mind? I have a pre-listing checklist that's been getting sellers off the fence."
8
Week 8 Β· Phase 2 closes Day 60
Theme: Agent spotlight series begins β€” show your network
β–Ύ
Post 1 Β· Day 1
Instagram
Agent Spotlight #1 (of 5). 30-sec face-to-camera Q&A reel. First agent in the series. 3 questions, polished cuts, tag them prominently. Sets up Top-5 series momentum.
Post 2 Β· Day 3
Instagram
"60 days of showing up β€” here's what it produced." 4-slide carousel with your honest numbers. Agents engaged, meetings booked, conversations opened. No names. The proof post.
Post 3 Β· Day 5
Instagram
Closing day reel. 30-sec at an actual closing table (with permission). Hands signing, wire confirmation, key handoff. "This is the moment the whole 60 days was working toward."
Stories (daily)
Closing celebration β€” gift bag, team handshake
Month-end retro snapshot β€” "60 days, here are the numbers"
Collab #8
Agent Q&A Spotlight. 60-sec reel with first agent in the Top-5 series. (Concept #3 in Collab Posts tab β€” use this as the kickoff for the series.)
πŸ€– ChatGPT Prompts Β· Week 8
Post 1 Β· Agent Spotlight #1 of 5
Write a 30-sec reel featuring [AGENT NAME, @HANDLE] as #1 of 5 in my Agent Spotlight series. 5-sec intro: "#1 of 5 agents I'd send my family to in [MY AREA]." 3 quick agent Qs in 20 sec. 5-sec outro tagging them. Tone: curated, complimentary.
Post 2 Β· 60-day recap carousel
Write a 4-slide carousel: "60 days of showing up β€” here's what it produced." Slide 1: headline. Slide 2: agents engaged + meetings. Slide 3: conversations + collabs. Slide 4: "DM me for Phase 3." I'll paste my numbers: [PASTE HERE]. Tone: honest.
Post 3 Β· Closing day reel
Write a 30-sec reel from an actual closing day at my office (anonymized faces). BTS: signing, wire screen, key handoff. Voiceover: "This is the moment the whole 60 days was working toward." Tag [AGENT'S HANDLE]. End: "When the relationship work pays off, it ends here." Tone: gratitude.
DM Template β€” Week 8 (Spotlight Series Pitch)
"Hey [name] β€” I'm doing a year-end agent spotlight on 5 agents I trust in [area]. 30 sec, 3 questions, posts to both feeds via Collab. You'd be one of the 5. Down for a quick film at your office?"
Phase 3 Β· Harvest Β· Days 61–90
9
Week 9 Β· Phase 3 begins
Theme: Direct asks β€” convert relationships to commitments
β–Ύ
Post 1 Β· Day 1
Instagram
"If I haven't earned your next deal yet, what would change that?" 30-sec face-to-camera. Bold but warm. Invites honest feedback. Comments and DMs surface what's stopping conversions.
Post 2 Β· Day 3
Instagram
Contract-to-close timeline. 6-slide carousel walking through every step β€” title search, lender coordination, inspection window, contingencies, closing prep, signing. Save-worthy. Agents send to nervous buyers.
Post 3 Β· Day 5
Instagram
"3 reasons agents switch title companies." Face-to-camera. Speed, communication, clean files. Honest take. Not promotional β€” diagnostic.
Stories (daily)
BTS of prep for a direct ask meeting
"Just had this conversation" β€” anonymized meeting takeaway
Collab #9
Contract-to-Close Explainer. 60-sec collab β€” you cover title side, agent covers their side. (Concept #8 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 9
Post 1 Β· "What would change that?"
Write a 30-sec face-to-camera reel: "If I haven't earned your next deal yet, what would change that?" Frame: 60 days in, asking directly. Invite honest DM answers. End: "No wrong answer β€” just DM the honest one." Tone: direct, vulnerable.
Post 2 Β· Contract-to-close timeline
Write a 6-slide carousel: "Contract-to-close timeline β€” every step from offer to keys." Per slide: step + typical time + who handles it. End: "Save this β€” every buyer needs it." Use DMV-typical timeframes. Tone: demystifying.
Post 3 Β· 3 reasons agents switch title companies
Write a 30-sec face-to-camera reel: "3 reasons agents switch title companies" β€” speed, communication, clean files. Diagnostic, not promotional. End: "If your title rep doesn't deliver on these, DM me." Tone: honest, slightly bold.
DM Template β€” Week 9 (Direct Business Ask)
"Hey [name] β€” 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. What would it take?"
10
Week 10
Theme: Make the title work visible β€” closing day stories
β–Ύ
Post 1 Β· Day 1
Instagram
Full closing day walkthrough. 60-sec reel. Morning prep β†’ wire arrives β†’ buyer walks in β†’ signing β†’ key handoff β†’ recording. Show the whole arc. Anonymized faces or shot from behind.
Post 2 Β· Day 3
Instagram
"5 things every buyer asks at closing." 5-slide carousel. Buyers screenshot, agents reshare. The closing-day equivalent of a pre-flight checklist.
Post 3 Β· Day 5
Instagram
Owner's vs lender's title insurance β€” the difference. 30-sec face-to-camera. The one explainer every buyer wishes they'd seen before closing.
Stories (daily)
Closing room setup before clients arrive
Post-close team celebration
Collab #10
Closing Story Collab. 30-sec narrative reel β€” agent sets up the deal, you deliver the title-side resolution. (Concept #7 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 10
Post 1 Β· Closing day walkthrough
Write a 60-sec reel: full closing day BTS at my office. Scenes: morning prep β†’ wire arrives β†’ buyer arrives β†’ ID β†’ signing β†’ key handoff β†’ recording. Anonymized. 10-sec cues. End: "When the team prepares this well, the closing happens like this." Tone: cinematic.
Post 2 Β· 5 things buyers ask at closing
Write a 5-slide carousel: "5 things every buyer asks at closing." Per slide: 1 Q + 1 quick answer. Use the 5 most common questions. End: "Agents β€” send this to your buyer the night before closing." Tone: reassuring.
Post 3 Β· Owner's vs lender's title insurance
Write a 30-sec face-to-camera reel: "Owner's vs lender's title insurance β€” the one explainer every buyer needs." Cover the difference + one real (anonymized) example of where owner's mattered. End: "DM me for the full explainer." Tone: educational, slightly urgent.
DM Template β€” Week 10 (Referral Attribution Question)
"Hey [name] β€” quick question: when your last buyer mentioned us at closing, how'd they hear about Universal Title? Trying to track what's actually working."
11
Week 11
Theme: Social proof β€” testimonials and featured wins
β–Ύ
Post 1 Β· Day 1
Instagram
Agent testimonial reel. 60-sec featured agent on camera β€” why they switched to UT, what working with you specifically is like. Plain, real, no script.
Post 2 Β· Day 3
Instagram
"How my client got the keys in 21 days." 5-slide story-arc carousel. Buyer's journey from offer to closing. With permission, anonymized.
Post 3 Β· Day 5
Instagram
"What UT caught last quarter." Anonymized story carousel β€” a real title issue your team caught and cured. Shows the value of clean title work without naming parties.
Stories (daily)
Past-client repost with permission
"Just closed this one β€” Q1 incoming?" milestone
Collab #11
Success Story Carousel. Story-arc collab with the agent on a tough closing you got through together. (Concept #11 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 11
Post 1 Β· Agent testimonial reel
Write a 60-sec reel testimonial featuring [AGENT NAME, @HANDLE]. They answer 2 questions: (1) Why switch to UT? (2) What's working with [MY NAME] been like? 5-sec intro + 5-sec outro. End: "Follow [@HANDLE]." Tone: real, no hype.
Post 2 Β· 21-day keys story
Write a 5-slide story-arc carousel: "How my client got the keys in 21 days" (anonymized). Slide 1: setup. Slide 2: offer. Slide 3: inspection/appraisal sprint. Slide 4: closing prep. Slide 5: keys + lesson. End: "Speed comes from the right team." Tone: narrative.
Post 3 Β· What UT caught last quarter
Write a 5-slide carousel: "What UT caught last quarter β€” 3 anonymized closing stories where we saved the deal." Per slide: 1 issue + 1 solution + outcome. End: "This is why title work matters. DM me." Tone: narrative, professional pride.
DM Template β€” Week 11 (Spotlight Permission)
"Hey [name] β€” mind if I feature you in a quick reel about why agents trust Universal Title? 2 min to film at your office, I edit and post to both our feeds. Easy win on both sides."
12
Week 12
Theme: Activate the network β€” past clients and referral asks
β–Ύ
Post 1 Β· Day 1
Instagram
"Past clients β€” who do you know thinking about buying or selling?" 30-sec face-to-camera direct ask. Frame as a favor that helps the person they refer. Most generous-feeling ask in the program.
Post 2 Β· Day 3
Instagram
"How a DM in [month] became a closing in [month]." 4-slide story-arc carousel. Shows the timeline visually. Past-clients tag friends in the comments.
Post 3 Β· Day 5
Instagram
Agent referral spotlight. 30-sec reel publicly thanking an agent who has referred you this quarter. Specific. Generous. Tag them.
Stories (daily)
Past-client tag with permission + their new home
Question sticker: "Who's house-hunting in your circle?"
Collab #12
90-Day Recap Reel β€” Multi-Agent. Stitched cuts of you with every collab partner from the quarter. (Concept #12 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 12
Post 1 Β· Past clients direct ask
Write a 30-sec face-to-camera reel: direct ask to past clients β€” "Who do you know thinking about buying or selling?" Frame as a favor that helps the referred person. End: "Send their name β€” I'll take great care of them." Tone: warm, transparent, generous.
Post 2 Β· DM to closing story arc
Write a 4-slide story-arc carousel: "How a DM in [MONTH] became a closing in [MONTH]." Slide 1: DM landed (anonymized). Slide 2: conversation built. Slide 3: meeting opened deal. Slide 4: closing day. End: "The pipeline works when you show up." Tone: narrative.
Post 3 Β· Agent referral spotlight
Write a 30-sec reel publicly thanking [AGENT NAME, @HANDLE] who has referred me business this quarter. Cover: first referral, what working with them looks like, why others should follow. Tag. End: "Follow [@HANDLE] β€” this is what trusted partnership looks like." Tone: grateful, generous.
DM Template β€” Week 12 (Past-Client Referral Ask)
"Hey [name] β€” it's been [X months] since we closed on [address]. Hope you're loving it. Quick favor: who do you know thinking about buying or selling? Send them my way β€” I'll take great care of them."
13
Week 13 Β· Day 90 Β· The Proof
Theme: 90-day recap β€” present the numbers, set up Q2
β–Ύ
Post 1 Β· Day 1
Instagram
90-Day Numbers Recap. 60-sec face-to-camera with on-screen graphics. Your actual numbers β€” agents engaged, meetings, conversations, closings. This is the proof post the rest of the program builds toward.
Post 2 Β· Day 3
Instagram
"12 weeks. 12 collabs. Here's who showed up." 5-7 slide carousel tagging every agent collab partner from the quarter. Public gratitude + sets up Q2 reciprocity.
Post 3 Β· Day 5
Instagram
"What 90 days of consistent showing up actually produces." 60-sec face-to-camera reflection. Lessons learned, what you'd do differently, what's coming in Q2. Honest, reflective, sets up next quarter.
Stories (daily)
Day 89 β€” "Tomorrow's the big one. Here's the prep."
Day 90 β€” number reveal countdown stickers
Collab #13
Top-5 Recap Reel. Final collab β€” feature your top 5 agent partners. Tag every one. Locks in Q2 reciprocity. (Concept #12 in Collab Posts tab.)
πŸ€– ChatGPT Prompts Β· Week 13
Post 1 Β· 90-Day Numbers Recap
Write a 60-sec face-to-camera reel: "90-Day Numbers Recap β€” the proof post." Cover real numbers with on-screen text overlay timing. I'll paste numbers: [PASTE HERE]. End: "Q2 starts now." Tone: confident, grateful.
Post 2 Β· 12 weeks, 12 collabs
Write a 7-slide carousel: "12 weeks. 12 collabs. Here's who showed up." Slide 1: headline. Slides 2-6: feature 5 agent partners + neighborhood + one shared moment. Slide 7: "Q2 is open β€” who's next?" I'll paste: [AGENT NAMES + HANDLES + MEMORIES]. Tone: public gratitude.
Post 3 Β· 90 days of showing up
Write a 60-sec face-to-camera reflection reel: "What 90 days of consistent showing up actually produces." Cover: 3 lessons, what I'd do differently, what's next in Q2. End with CTA matched to my audience. Tone: reflective, real, forward-looking.
DM Template β€” Week 13 (Q2 Setup)
"Hey [name] β€” just wrapped my 90-day push. [X] collabs, [Y] meetings, [Z] new agents in my network. You're in the top 5. Want to lock in our market update for [next month]? Recurring slot, same time each month."

Your Collab Playbook

Every concept below is engineered around one rule: make the agent's part easy. Pitch any of these β€” when they say yes, you film, you edit, you post. Aim for one collab per week, rotating partners. None of these are sequential β€” pick whatever fits the conversation you're already in.

🎬
Need help editing? Send your raw footage to Rita and Nour β€” we'll prioritize getting your finished video back to you within 48 hours. Whether it's a quick reel trim or a full carousel with captions and music, we've got you.
⭐ Core Collab Concepts β€” 12 pitches that work
1
Settlement Education Video
30-sec reel
β–Ύ
πŸ“’ The Pitch
"Want to do a quick 30-sec collab? I explain one closing-day surprise, you share one thing you wish every buyer asked before contract. Posts to both feeds. Takes 5 minutes to film."
🎬 Format
30-sec reel Β· You + agent in alternating shots, filmed separately, stitched together in CapCut.
βœ… Why an agent says yes
Tiny time commitment. Their part = one thought, one take. They look smart. Both audiences see it. No prep required from them.
πŸͺ Your hook
"What surprised your buyer at the closing table this year?" (the agent answers in 10 seconds).
πŸ€– ChatGPT Prompt
Write a 30-second Instagram reel script for a settlement education collab between a title rep at Universal Title and a real estate agent. The title rep explains one surprising closing-day reality (e.g., wire fraud prevention, what title insurance actually covers, how long closings really take). The agent answers: "what's one thing you wish every buyer asked before they wrote an offer?" Format: alternating shots, ~10 sec setup + 10 sec agent + 10 sec title rep close. End with a joint CTA. Tone: warm, knowledgeable, conversational β€” not corporate.
2
Listing Spotlight at Their Property
30-sec walkthrough
β–Ύ
πŸ“’ The Pitch
"I'll meet you at your listing for 15 min. Quick 30-sec walkthrough β€” you talk property, I talk title/closing. Posts to both feeds. Free content for your listing, more eyes on your buyer pool."
🎬 Format
30-sec walkthrough reel Β· Filmed at the agent's active listing.
βœ… Why an agent says yes
Free marketing for their listing. You're driving traffic to a property they're paid to sell. It's nearly impossible to say no to "more views on your listing."
πŸͺ Your hook
"Walking 1234 Maple Ave today with [agent]. Here's why this kitchen is going to sell it in week 1..."
πŸ€– ChatGPT Prompt
Write a 30-second walkthrough Instagram reel script for a real estate listing collab between a title rep at Universal Title and the listing agent. Address: [insert address]. The agent highlights 2 standout property features (kitchen, view, lot, layout). The title rep adds 1 line about what makes the closing smooth on this property (clean title, ready to go, comps support). Format: walking voiceover, indoor + outdoor shots. End: "Listing live at [address] β€” DM the agent for a tour." Tone: aspirational, fast-paced, real.
3
Agent Q&A β€” "Why Do You Work with [Brokerage]?"
60-sec reel
β–Ύ
πŸ“’ The Pitch
"Want me to feature you in a 60-sec Q&A? I'll ask 3 questions about your business β€” why you got into real estate, why you chose your brokerage, your one piece of advice for first-time buyers. You get a polished post for your feed, I get content for mine."
🎬 Format
60-sec face-to-camera reel Β· Filmed at their office or a coffee shop.
βœ… Why an agent says yes
Agents love being featured. The 3 questions are flattering, not invasive. They get a polished branded reel they can reuse on their own feed forever.
πŸͺ Your hook
Quick intro from you on camera β†’ cut to agent answering the 3 Qs β†’ outro from you tagging them. End: "Follow [agent] for more from [neighborhood]."
πŸ€– ChatGPT Prompt
Write a 60-second Instagram reel script for a title rep interviewing a real estate agent. Format: agent answers 3 questions, each in ~15 seconds. Questions: (1) Why did you get into real estate? (2) Why did you choose your brokerage? (3) What's one piece of advice for first-time buyers? The title rep does a 5-second intro and 5-second outro tagging the agent. End: "Follow [agent] for more from [neighborhood]." Tone: respectful, conversational, agent-flattering.
4
Market Update Collab
Carousel Β· 4 slides
β–Ύ
πŸ“’ The Pitch
"I just got the latest market stats for [neighborhood/area]. Want to do a quick collab? I post the data, you share your take from the showings side. Both perspectives, one post."
🎬 Format
Carousel (3-4 slides) Β· You provide the data slides, agent records a 15-sec voice-over response.
βœ… Why an agent says yes
Agents love market commentary. It positions them as the expert. The data comes from you (free for them). They look smart with minimal effort.
πŸͺ Your hook
Slide 1 β€” the headline number. Slide 2 β€” what the data says. Slide 3 β€” agent's take from the field. Slide 4 β€” CTA from both of you.
πŸ€– ChatGPT Prompt
Write a 4-slide Instagram carousel for a market update collab between a title rep at Universal Title and a real estate agent. The title rep provides the month's data (median price, days on market, sold-to-list ratio) for [neighborhood]. The agent shares one observation from their showings. Slide 1: headline stat. Slide 2: what the data says in plain English. Slide 3: agent's field take. Slide 4: joint CTA β€” "Want the full report? DM either of us." Tone: data-driven, accessible, partnered.
5
Buyer Tips Collab
Carousel Β· 6 slides
β–Ύ
πŸ“’ The Pitch
"Want to do a 'biggest buyer mistakes' collab? You list 3 mistakes you see from the agent side, I list 3 from the closing side. Both feeds, both audiences."
🎬 Format
Carousel (6 slides) OR alternating 60-sec reel.
βœ… Why an agent says yes
Educational content is the most-saved content on Instagram. Agents who post saves get reach. The "mistakes" framing makes them sound experienced. Easy yes.
πŸͺ Your hook
"6 mistakes buyers make β€” from the agent who sees them at showings + the title rep who sees them at closing."
πŸ€– ChatGPT Prompt
Write a 6-slide Instagram carousel listing 6 common buyer mistakes for a collab between a real estate agent and a title rep at Universal Title. 3 mistakes from the agent's perspective (showing behavior, weak offers, timeline misjudgment) and 3 from the title rep's perspective (financing surprises, wire fraud risk, closing day unreadiness). Per slide: 1 mistake + 1-line fix. End: "Save this β€” and DM either of us when you're ready to buy." Tone: friendly-warning, educational.
6
Coffee Chat Reel β€” One Hot Take
30-sec feed reel
β–Ύ
πŸ“’ The Pitch
Coming off a coffee meeting? Pitch this on the way out: "Want to do a quick feed reel right now? 30 seconds, both of us at the table β€” you give one hot take on the market and I tag you. Posts to both feeds via Collab. Easiest content you'll make all month."
🎬 Format
30-sec feed reel Β· Filmed at the coffee meeting, both in frame at the table. Posts via IG Collab to both feeds.
βœ… Why an agent says yes
They're already at the meeting β€” zero additional effort. Unlike a story (which disappears in 24h), this lives permanently on the feed as proof of the partnership. Both audiences see "real working relationship" forever.
πŸͺ Your hook
"Coffee with [agent] talking [spring market / their listing / first-time buyers]. Here's their one take you should hear..."
πŸ€– ChatGPT Prompt
Write a 30-second Instagram FEED reel script for a title rep and a real estate agent filmed at a coffee meeting (both in frame at the table). Format: title rep intros in 5 sec ("Coffee with [agent name] talking [topic]"), the agent delivers one quick hot take or market insight in 15-20 sec, title rep tags + outros in 5-10 sec. Single shot at coffee table, conversational. End: "Follow [agent] for more from [neighborhood]." Tone: warm, real, professional partnership β€” not a sales pitch.
7
Closing Story Collab (With Permission)
30-sec narrative reel
β–Ύ
πŸ“’ The Pitch
"Did you have a closing this month with a great story? Let's do a quick collab β€” you set it up in 15 seconds, I close it with one stat about what made it work. Posts to both feeds."
🎬 Format
30-sec narrative reel Β· Agent shares the closing story setup, you share the "behind the scenes" stat.
βœ… Why an agent says yes
Closings are their wins. They love sharing them. You're handing them a reason to post the win again with fresh framing. It's a third win for them and free content for you.
πŸͺ Your hook
"[Agent] closed 1234 Maple last week. Here's what made it actually close on time..."
πŸ€– ChatGPT Prompt
Write a 30-second Instagram reel script for a closing story collab between a real estate agent and a title rep at Universal Title (anonymized, with client permission). The agent sets up the deal in 15 sec: the buyer profile, the property, the challenge. The title rep delivers the resolution in 15 sec: the issue they caught, how the team fixed it, the smooth close. Format: alternating shots. End: "Closed at [general area] β€” this is what teamwork looks like." Tone: triumph, behind-the-scenes.
8
Contract-to-Close Explainer
60-sec reel
β–Ύ
πŸ“’ The Pitch
"I'm doing a contract-to-close explainer. I cover the title timeline, you cover the agent timeline. Together it shows buyers exactly what's happening between offer and keys. Posts to both feeds, gets saved a lot."
🎬 Format
60-sec reel Β· Split-screen or alternating shots.
βœ… Why an agent says yes
Buyers ask this question constantly. Agents WANT a piece of content to send them. You're handing them that asset for free.
πŸͺ Your hook
"From contract to closing β€” here's what your agent does and what your title rep does, in real time."
πŸ€– ChatGPT Prompt
Write a 60-second Instagram reel script for a contract-to-close explainer collab between a title rep at Universal Title and a real estate agent. The title rep covers the title side (title search, lender coordination, closing prep). The agent covers the agent side (inspections, contingency review, walkthrough). Format: split-screen or alternating shots, ideally with an on-screen timeline graphic. End: "Save this β€” every buyer should see it. DM either of us with questions." Tone: educational, demystifying.
9
Market Update Series β€” Recurring
Monthly carousel
β–Ύ
πŸ“’ The Pitch
After you've done concept #4 once, pitch this: "Want to be my monthly market collab partner? Same format, same effort β€” recurring content, recurring exposure for both of us."
🎬 Format
Carousel or 60-sec reel Β· Same structure as concept #4, monthly cadence.
βœ… Why an agent says yes
Once they've done one, the second is easier. Position it as a "series" β€” they get to be the recurring expert voice. Brand-building for them at no cost.
πŸͺ Your hook
"Monthly DMV market check with [agent] β€” what changed in [month]."
πŸ€– ChatGPT Prompt
Write a 4-slide Instagram carousel for the SECOND monthly market update collab between a title rep at Universal Title and the same real estate agent (this is now a recurring series). Reference: the audience has seen the first one. Cover this month's headline stats + 1 fresh agent observation + 1 month-over-month change. Slide 1: headline stat. Slide 2: month-over-month context. Slide 3: agent's field take. Slide 4: "Catch us monthly for the DMV market check." Tone: data-driven, building on the prior month.
10
Agent Spotlight Series β€” "Top 5"
30-sec reel
β–Ύ
πŸ“’ The Pitch
"I'm doing a year-end agent spotlight on 5 agents I've worked with. 30-sec each, just 3 questions. You'd be one of the 5."
🎬 Format
30-sec face-to-camera reel Β· Filmed at agent's office or coffee meeting.
βœ… Why an agent says yes
"Curated list of 5" framing makes it feel exclusive. They want to be in your top 5. Status play. Easy yes.
πŸͺ Your hook
"5 agents I'd send my family to in [area]. #1 β€” [agent name]."
πŸ€– ChatGPT Prompt
Write a 30-second face-to-camera Instagram reel script for an "Agent Spotlight Series" β€” the title rep is featuring 5 agents they trust in the DMV. This is reel #X of 5. Format: title rep intros (5 sec) β€” "#X of 5 agents I'd send my family to in [area]." Agent answers 3 quick questions (20 sec): what they specialize in, their favorite recent neighborhood, signature client experience. Title rep outros + tags (5 sec). End: "Follow [agent] for more." Tone: curated, complimentary, exclusive.
11
Success Story Collab
Carousel Β· 4-5 slides
β–Ύ
πŸ“’ The Pitch
"Want to do a collab on a tough closing we got through together? You share the agent side challenge, I share the title side fix. Anonymized, with permission from the buyer."
🎬 Format
Carousel (4-5 slides) Β· Story-arc format.
βœ… Why an agent says yes
It positions them as someone who handles difficult deals. That's an asset. They want this kind of content on their feed.
πŸͺ Your hook
"How [agent] and I saved a closing in 14 days. Here's the story (with permission)."
πŸ€– ChatGPT Prompt
Write a 4-slide Instagram carousel for a tough-closing success story collab between a real estate agent and a title rep at Universal Title (with buyer permission, anonymized). Slide 1: "How [agent] and I saved a closing in 14 days." Slide 2: the challenge (agent's POV). Slide 3: how the title team caught + cured the issue (title rep's POV). Slide 4: the close + lesson learned + CTA: "Buyers β€” this is why the right team matters." Tone: narrative, victory arc.
12
90-Day Recap Reel (Multi-Agent)
60-sec recap
β–Ύ
πŸ“’ The Pitch
"Wrapping my 90-day push. I want to tag my favorite collab partners from this quarter. Want to be in the recap reel?"
🎬 Format
60-sec recap reel Β· Quick cuts of you with each agent partner.
βœ… Why an agent says yes
Recognition. Public tag. End-of-quarter visibility. Sets up Q2 collab continuation.
πŸͺ Your hook
"12 weeks. 12 collabs. Here are the agents who showed up with me."
πŸ€– ChatGPT Prompt
Write a 60-second Instagram recap reel script for a title rep wrapping their 90-day social media push. Format: quick cuts of the title rep with each of their 4-5 collab partners (real estate agents). Voiceover: "12 weeks. 12 collabs. These are the agents who showed up with me." Tag every agent featured. End: "Q2 starts now β€” who's next?" Tone: celebratory, grateful, momentum-building.
🎭 Fun & Trendy Ideas β€” Steal these formats
A
Real Estate Visual Puns β€” Office Edition
Trending
β–Ύ
πŸ’‘ The Concept
Visual puns filmed in your office or theirs. "Leveling up our marketing" β€” a leveler placed on the office logo. "Getting on the same page" β€” a piece of paper on the ground with everyone's foot on it. Each pun is a 2-3 second clip with text overlay. Fast cuts.
🎬 Format
30-45 sec reel Β· No voiceover, text overlays only Β· Trending audio.
βœ… Why it works
Pure entertainment, very shareable, lightly branded. Other agents tag their teams in the comments. Reaches outside your follower bubble.
πŸ€– ChatGPT Prompt
Generate 8-10 visual pun ideas for a 30-second Instagram reel filmed at a title company office or a real estate agent's office. Each pun = a 2-3 second clip with a text overlay. Examples to riff on: "Leveling up our marketing" (leveler on the logo), "Getting on the same page" (paper on the floor, everyone's foot on it). Output: list each pun with (a) the on-screen text, (b) the visual prop or setup, (c) the comedic timing note. Tone: dry, clever, office-friendly.
B
Boss Sees the Team "Working"
Comedy beat
β–Ύ
πŸ’‘ The Concept
3-scene comedy reel. Scene 1: Team huddled around a computer, looking serious, hands on chins. Scene 2: Cut to the "boss" peeking in, smiling, thinking "wow, real teamwork." Scene 3: Pan to the computer screen β€” they're ordering lunch or watching a YouTube video.
🎬 Format
15-sec reel Β· Comedy beat with a reveal Β· Trending audio.
βœ… Why it works
Self-deprecating humor about office life. Buyers and agents both relate. Title companies showing personality stand out from competitors that all post the same content.
πŸ€– ChatGPT Prompt
Write a 15-second Instagram reel script for a "boss sees teamwork" comedy beat at a title company. 3 scenes: (1) Team huddled around a computer, looking deeply focused. (2) The "boss" walks by, smiles, thinks "wow, real teamwork." (3) Camera pans to the computer screen β€” reveal: they're ordering lunch / watching a viral video / scrolling Zillow for fun. Include text overlays for each scene. Trending audio cue. Tone: self-aware, dry humor.
C
POV: You Work With Realtors
POV reel
β–Ύ
πŸ’‘ The Concept
Single shot of the office. Everyone on phones simultaneously β€” different conversations, different agents, multiple deals in motion. Text overlay: "POV: you work with realtors."
🎬 Format
10-15 sec reel Β· Single shot, no edits Β· Trending audio.
βœ… Why it works
Captures the chaotic energy of title work. Real estate agents will tag their teams in the comments. The "POV" format is currently one of the highest-reach formats on IG.
πŸ€– ChatGPT Prompt
Write a 10-second Instagram POV reel script for a title company office. Format: single static shot of the office where everyone is on the phone simultaneously, all having different conversations. Text overlay: "POV: you work with realtors." Include 3-4 specific overheard phrases that agents and title teams would recognize (e.g., "wire instructions on the way," "we need an extension," "the lender just pulled back"). Trending audio cue. Tone: knowing, insidery.
D
Empty Open House β€” "Then You Hear a Voice"
Scripted reel
β–Ύ
πŸ’‘ The Concept
Agent sitting at an empty open house, looking defeated. Text overlay: "When you've accepted that no one is coming to your open house..." Pause. Add: "...and then you hear a voice." A voice off-camera: "Hi, are you the agent?" The agent jumps up smiling. Cut to the agent enthusiastically greeting the buyer.
🎬 Format
15-sec reel Β· Scripted, comedic timing Β· Trending sound.
βœ… Why it works
Universally relatable for any agent who has hosted an open house. They save it, reshare it, and tag their open house buddies.
πŸ€– ChatGPT Prompt
Write a 15-second Instagram reel script for a comedy beat about an empty open house. The setup: a real estate agent (or title rep visiting one) sitting alone at an empty open house, looking defeated. Text overlay: "When you've accepted that no one is coming to your open house..." Pause. Text overlay: "...and then you hear a voice." Off-camera voice: "Hi, are you the agent?" The agent jumps up, big smile, enthusiastic greeting. Include trending sound cue. Tone: warm comedy, agent-relatable.
E
"10 Things You Should Do Before Buying a House" β€” All Roads Lead to "Call Me"
Text-overlay reel
β–Ύ
πŸ’‘ The Concept
Open with 5 sec of B-roll (office, agent walking, paperwork). Cut to the agent at their desk. Text overlay scrolls through: "10 things you should do before buying a house." The list reveals: "1. Call me. 2. Call me. 3. Call me." etc. Agent winks/shrugs.
🎬 Format
20-sec reel Β· B-roll intro + text overlay throughout Β· Comedic timing.
βœ… Why it works
Self-aware, comedic, agent-positioning. Builds personal brand without being salesy. Followers screenshot and send it to their friends.
πŸ€– ChatGPT Prompt
Write a 20-second Instagram reel script for a comedic "you should be calling me" bit. Open with 5 seconds of B-roll (title office, agent walking, paperwork stacks). Cut to the agent at their desk. Text overlay reveals slowly: "10 things you should do before buying a house..." Then the list: "1. Call me. 2. Call me. 3. Call me. 4. (you get it)" Agent winks or shrugs at the camera. Include trending sound cue. Tone: confident, self-aware, comedic, personal-brand-building.
πŸ“ The Universal Rules β€” What actually makes collabs happen
  1. Their time commitment must be under 15 minutes. If it takes longer, they'll say no or ghost. Every pitch should mention the time it'll take.
  2. They get content they can reuse. Every collab should produce something useful for THEIR brand β€” not just yours. If the agent can't see why this helps them, you'll lose them.
  3. Show, don't tell. Pitch with a 5-second example reel of what you mean. "Like this one I did with [other agent]" works 10x better than describing the format.
  4. Make the IG Collab feature easy. Half of agent objections are "I don't know how to use that." Send them a 20-second video explaining how to accept a collab invite (Edit β†’ Tag People β†’ Invite Collaborator).
  5. Always ask for the next one before posting this one. "If this goes well, want to do a market update next month?" Reps who don't ask in the moment don't get the second collab.
  6. Pitch in the DM, never at the meeting. Coffee meetings are for relationship. The collab pitch should land 24 hours after the meeting via DM β€” that way it feels natural, not like the meeting was a setup.
πŸ›Ÿ When an Agent Says No β€” Recovery scripts

Use these to keep the relationship warm even when this collab doesn't land. Most "no"s are "not right now" β€” your job is to plant a seed for the next month.

I'm too busy right now.
"Totally fair. Want me to pencil you in for [next month / next quarter] when things calm down? I'll send a reminder closer to it."
I'm not really on Instagram much.
"No worries β€” would you be down to just record a 15-sec clip answering one question? I'll handle all the filming and editing. The goal is to post it to both our feeds via Instagram's Collab feature β€” your audience sees it, my audience sees it, and you don't have to manage a thing. I'll even walk you through accepting the collab invite (takes 10 seconds)."
I usually do my own content.
"Smart. What I'm building is more of a series with multiple agents β€” you'd be one of 4-5 featured. It's a different angle than what you post solo. Worth a 10-min coffee to talk through?"
What's in it for me?
"Reach. My audience is title-curious agents and buyer-curious followers. Yours is buyer/seller forward. We swap audiences. Plus you get a polished reel for your feed that I edit, free."
[Silence β€” no response]
Wait 7 days. Then a follow-up: "Hey [name], totally understand if a collab isn't a fit right now. Mind if I keep you on my list for a market stats collab in [month]?" Soft pivot, no pressure.

My Numbers β€” 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
In their feed
Day 60
40 agents
First referrals
In their mind
Day 90
3–5 closings
Real pipeline
In their speed dial
Month 6
12–20 closings
Repeat agents
Compounding

Weekly Scorecard β€” Fill Out at the End of Each Week

Use the Weekly Retro at the bottom of each week (Day 7, 14, 21, etc.). Then send totals to your manager monthly.

🎯
Agents followed and logged in Salesforce
Target: 5 per week minimum. Every follow gets logged immediately β€” "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 β€” to agents and to yourself.
πŸ“Έ
Stories posted this week
Target: 14 (2 per day). Check the prescriptive story ideas in each day card.
πŸ“±
IG posts published
Target: 3 per week (every other day, starting from Day 1). See Content Calendar for exact concepts per week.
πŸ’¬
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.
πŸ’¬
Comments left on agent posts
Target: 2 per day Γ— 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.
πŸ†
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.
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