Today's Action Plan
February 24, 2026
Sellers often get nervous when timelines stretch or feedback feels quiet. Walk them through whatβs normal, what actually matters, and how patience paired with strategy can prevent emotional decisions.
Content Calendar
Live Trainings & More
WHAT'S COMING UP
Join us for the next one on FEBRUARY 5TH @10am PT via Zoom
New Arrivals For February
(in addition to your content calendar)
Featured:
About Me Carousel Template
Using this template keeps people swiping and engaged longer, which increases time on your post and boosts your visibility with local buyers and sellers.
YOUR WEEKLY
SOCIAL MEDIA ACTION PLAN
Did You Know
Instagramβs latest update lets your friends see which videos and Reels you like! This means your engagement habits are more visible than ever. For real estate agents, this is a game-changer.Β
By liking relevant industry content or local community posts, youβre subtly showcasing your expertise and connections. Itβs another way to stay top-of-mind with potential clients while building trust.
YOUR WEEKLY SOCIAL MEDIA ACTION PLAN
Instagramβs latest update lets your friends see which videos and Reels you like! This means your engagement habits are more visible than ever. For real estate agents, this is a game-changer.Β
By liking relevant industry content or local community posts, youβre subtly showcasing your expertise and connections. Itβs another way to stay top-of-mind with potential clients while building trust.
DAILY PROSPECTING CHECKLIST
How To's
Canva Quick Edits
π How to Use Find + Replace Text in Canva
Update all those placeholders (like β[Agent Name]β) in one smooth move.
Step 1: Click βFileβ in the top toolbar and choose βFind and replace textβ.
Step 2: In the search bar, type the text you want to swap (like β[City Name]β) and add your updated version.
Step 3: ChooseΒ βReplace AllβΒ to update everything in one go or hitΒ βReplaceβΒ just to update one at a time.
Β
π¨ How to Change Multiple Templates to One Color
Keep your branding consistent with just a few clicks.
Step 1: Select an element (like a background or shape) that has the color you want to change.
Step 2: Click the color tile in the top toolbar, then hit βChange Allβ at the bottom of the color panel. Canva will update every matching element in the design with your new color.
Step 3: Repeat this for any other colors you’d like to update (like text or accent colors).
π‘Pro Tip: Use your Brand Kit (under βBrandβ in the sidebar) to make sure youβre always picking your exact brand colors β no guesswork needed.
Β
Pre-schedule Your Posts On Facebook and Instagram
π How to Pre-Schedule Posts using Meta Business Suite
Stay consistent on social without logging in daily.
1. Go to Meta Business Suite
Head to business.facebook.com/latest and log in to your account.
2. Click βCreate Postβ
Youβll find this on the homepage or in the left sidebar. Choose whether you want to post to Facebook, Instagram, or both.
3. Add Your Media
Add one photo or multiple photos.
4. Post Details
Write your caption and add your hashtags.
*Pro Tip: Make sure you are localizing your hashtags.Β Don’t just use #realestateagent, use #[yourcity]realestateagent (#dallasrealestateagent) for example.
5. Scheduling Options
Toggle the button and pick the date and time you want your post to go live.
6. Hit βScheduleβ and Done!
Your post is officially scheduled. You can find and edit it later under βContentβ in the menu.
Β
Pre-schedule Stories On Facebook and Instagram
π² How to Schedule Stories Using the Meta Business Suite App
1. Open the Meta Business Suite App
Download it from the App Store or Google Play if you havenβt already, and log in to your business account.
2. Tap the β+β (Create) Button
At the bottom center of your screen, hit the + icon and select Story.
3. Upload Your Story Content
Add your images or videos just like you would for a regular Story. You can also add text, stickers, and effects if needed. Click next.
4. Choose Where to Post
Pick the Facebook Page and/or Instagram account where you want your Story to go.
5. Choose Your Scheduling Options
Instead of publishing now, tap the option to Schedule for later, then select the date and time.
6. Confirm + Schedule
Tap Schedule and boomβyour Story is officially on autopilot.
Pre-schedule Reels On Instagram
π₯ How to Pre-Schedule Your Reels in the Instagram App
1. Create Your Reel
Open the Instagram app and tap the + icon β choose Reel. Record your clips or upload from your camera roll hit next twice and then edit as usual (music, text, captions β go wild).
π¨ PRO TIP: Make sure you are choosing trending music to add to your reel to give it that extra boost.
2. Add Captions, Hashtags and Location Tag.
Once your Reel is ready, tap Next to get to the final share screen (where you add your caption, hashtags, location tag etc.).
3. Tap βAdvanced Settingsβ
Scroll to the bottom and tap More Options and then scroll about half way down to Schedule this reel.
4. Toggle On βSchedule This Reelβ
Switch on the βSchedule this reelβ option. Choose the date and time you want it to publish.
5. Go Back and Tap βScheduleβ
Once the time is set, tap the back arrow and hit βScheduleβ in the main posting screen. Youβre all set!
How To Optimize Your Instagram
π² How to Optimize Your Instagram Profile for Real Estate Success
Because a well-built IG = more eyeballs, more leads, and more trust.
1. Use a Clear, Close-Up Profile Photo
Your face is your brand. Choose a clean, professional headshot with a plain background so it stands out in the scroll.
2. Fix Your Name + Username (Theyβre Not the Same!)
Username = your @handle (example: @tracyrealtor).
Name field = searchable! Use keywords like βTracy | Calgary Real Estateβ so people can find you when they search your city + real estate.
3. Choose a Category That Makes It Obvious
Tap βEdit Profileβ > βCategoryβ > and choose something like Real Estate Agent, Property Consultant, etc. This instantly tells visitors what you do.
4. Make Your Bio Work for You (You’ve Got 150 CharactersβMake βEm Count)
Tell them who you help and how you help them
Highlight a unique trait or personality
Add credibility with something youβve achieved
Keep it clear, not cluttered. Bonus points for emojis ππ‘
5. Add a Call-to-Action (CTA)
Tell people what to do next: βDownload my free home buyer checklistβ or βSend me a DM to start your search.β
6. Use the Link in Bio Strategically
This is the only clickable link you get. Use it wisely:
Link to your website or current promo
Or use a tool like Linktree, Stan Store, or Canva Bio Links to share multiple links
7. Pin Your Best Posts to the Top of Your Grid
Think: testimonials, local guides, intro post, client wins. Tap the 3 dots on a post β βPin to your profile.β This gives new visitors an instant taste of your value.
8. Create Story Highlights That Show Off Your Brand
Use highlights like: About Me, Buyer Tips, Listings, Testimonials, or Neighborhood Tours. Keep the cover images clean and branded.
9. Check These Bonus Settings
βοΈ Public Profile: Tap the 3 bars > Settings & Privacy > Account Privacy > Make sure itβs public.
βοΈ Add Contact Options: Tap βEdit Profileβ > βContact Optionsβ β Add your phone, email, etc.
βοΈ Connect to Facebook Page: Edit Profile > Page β Link your FB Business Page.
βοΈ Switch to a Business/Professional Account: 3 bars > Settings > Account Type > Switch to Professional β This unlocks insights + scheduling tools.
How To Set Up Manychat
- Go toΒ manychat.com.
- Log in using theΒ InstagramΒ orΒ FacebookΒ account thatβs connected to your real estate business page.
- If you havenβt connected your Instagram account yet, follow the prompts to do so.
- Click on theΒ βAutomationβΒ tab from the left-hand menu.
- Click the blueΒ β+ New FlowβΒ button.
- Name your flow something descriptive likeΒ βOpen House ReplyβΒ orΒ βFree Buyer Guideβ.
- ClickΒ βAdd Triggerβ.
- SelectΒ Instagram KeywordΒ as the trigger type.
- Type in the keyword someone would DM you (e.g., βOPENβ, βBUYERβ, βLISTINGβ)βthis is what will start the flow when someone comments you that word.
- Save the trigger.
- Add a message box by clickingΒ β+βΒ below the trigger.
- Type out your auto-reply. Example:
βHey there! πΒ Thanks for reaching out about my open house. Hereβs the info you asked forβ¦ [insert details].β
- You can add personalization (like their name) and emojis to keep it friendly and casual.
You can:
- Send a file or linkΒ (e.g., your buyer/seller guide hosted on Google Drive or Canva).
- Tag the userΒ (e.g., βInterested in Open Houseβ) so you can follow up later.
- Notify yourselfΒ when someone enters the flow.
- Once your message(s) and actions are set up, click theΒ βPublishβΒ button in the upper right.
- Your automation is now live!
- Head to yourΒ Instagram account.
- DM yourself the keyword you set (like βOPENβ).
- Make sure the auto-response fires correctly and looks good.
- Mention the keyword in your Reels, Stories, or captions. Example:
βWant the full open house list this weekend? Comment the word OPENΒ and Iβll send it right over!β
- Keep your keyword simple and easy to remember.
- Set up different flows for different freebies (buyer guide, seller checklist, open house info, etc.).
- Go back and edit your flow anytime to freshen it up or add new links.


























