Senior Downsizer Lead Templates and Scripts
Below you'll find every template you need to reach out to Senior Downsizer leads, including cover letters, call scripts, text messages, emails, and ad templates, all ready to customize and use.
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The Instant Trust Package is designed to help create the best possible first impression when reaching out to a new lead.
This package should be mailed to or dropped off to the seller with your book prior to making the first phone call. Sending this package ensures all future phone calls are no longer cold-calls but rather warm-calls
The cover letter introduces you and explains why you’re sending the book. Linked below are five variations of our Senior Downsizer cover letter.
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Watch the video below for customization tips.
Customization Checklist:
Use this chart to compare what you do to market a home versus what kind of service the average agent typically provides.
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Watch the video below for customization tips.
Customization Checklist:
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Use this guide to share the importance of marketing and how you will help your clients listings stand out.
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Customization Checklist:
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Add testimonials and references from customers and colleagues to this document.
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Customization Checklist:
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This will prove that you are going to advertise the home better than other agents.
Click the desired image to access the customizable Canva Template.
Watch the video below for customization tips.
Customization Checklist:
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Below you will find 5 image templates and an ad text template.
To customize, simply add your headshot and seller book image to the graphic template. Review the text copy and update the highlighted sections with your information.
Note: You can use these templates as organic posts as well. Simply use the Primary Text copy as your post caption.
Image Templates
(Click the thumbnail to access the Canva Template)
Ad Caption Template
Headline (Pick One):
- FREE BOOK: [Book Title]
- Get My Downsizing Book For Free
- Free Book Reveals How To Downsize Without Losing Money
Description:
Free Book reveals everything homeowners need to know about downsizing the smart way, financially and practically.
Primary Text:
Attention Homeowners in the [Insert City Name] Area. Once the kids move out, it's easy to end up with more space than you need — and more house than makes sense.
I'm giving you my book, [Insert Book Title Here], for Free! Inside, you'll discover the real benefits of downsizing, how to picture your future in a smaller home, and how to sell your current home for the most money possible.
I want to help homeowners in this stage of life make the right move for their future.
Click the link below to claim your free copy now.
[Your Lead Capture Website URL]
Provided by [Agent Name] of [Brokerage Name].
Not intended to solicit properties currently listed for sale or buyers under contract with any other real estate company or agent. Equal Housing Provider.
Headline (Pick One):
- FREE BOOK: [Book Title]
- Get My Downsizing Book For Free
- Thinking About Downsizing? Read This First.
Description:
Free Book reveals how to downsize the right way and avoid the mistakes that cost homeowners money.
Primary Text:
Attention Homeowners in the [Insert City Name] Area. Thinking about downsizing but not sure where to start?
I break down everything you need to know inside my book: [Book Title] — including your housing options, how to protect yourself from real estate scams, and how to walk away with the most money possible.
I'm sharing it with local homeowners for free, so they can make this next move with confidence.
Click the link below to claim your Free Copy: [Your Lead Capture Website URL]
Provided by [Agent Name] of [Brokerage Name].
Not intended to solicit properties currently listed for sale or buyers under contract with any other real estate company or agent. Equal Housing Provider.
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Have your own letterhead? Simply scroll below the Canva Templates to copy the letter text.
Senior Downsizer Letter Template
Dear [First Name],
Once your kids move out of the house, you might find yourself with an overabundance of unused space.
While leaving the house you’ve called home for so long might not be easy, it just might be the right decision — both financially and practically — for your future. Whether you choose to move to a smaller single-family home or to a senior living community, the opportunities (and cost savings) are endless.
I wanted to drop off a copy of my book, Discover a Big Life in a Smaller Home, because I am very familiar with this area and know of buyers currently looking to purchase homes here.
In my book, you’ll learn:
- The benefits of downsizing.
- How to picture your future in a new home.
- How to sell your home for the most money possible.
- Different housing options for your changing needs.
- How to protect yourself from potential real estate scams.
- And much more.
I am giving you a copy of this book absolutely free. Why am I giving it away for free? Because I know the strategies revealed in my book have the potential to put more money in your pocket as you move into this next stage of life.
If you have any questions about the book or how I can help you through this process, feel free to give me a call at (XXX)XXX-XXXX.
Best Regards,
Your Name
Your Real Estate Company
Phone: (XXX)XXX-XXXX
Email: Name@Email.com
Not intended to solicit any properties already listed for sale with another real estate agent.
Step 1: Make sure you are talking to the homeowner.
Call and ask for the homeowner by their first name only:
"Hi, is this ______?"
Step 2: Introduce yourself.
"My name is ____. I'm a Realtor here in City Name.
I recently dropped off a copy of my book, 'Discover a Big Life in a Smaller Home,' and wanted to follow up. Did you get a chance to look through it?" [Wait for them to reply.]
Step 3: Offer them a free Market Analysis.
"One of the things I help homeowners with is figuring out exactly what their home is worth today. Would it be helpful if I put together a free Market Analysis for your property at ______?" [Wait for them to reply.]
Step 4: Ask about their plans and needs.
"Have you started thinking about what a move might look like for you — whether that's a smaller home, or maybe a senior living community? And is there anything I can help with along the way, like recommendations for downsizing, movers, or fixing anything up before a sale?" [Wait for them to reply.]
Step 5: Ask if you can meet them at the property.
"Would it help if I came by and walked through the home with you — both to talk through what it's worth, and to answer any questions you have about the process?" [Wait for them to reply.]
The key to this entire script is to get them talking and really listen for where they are in the decision. Many of these homeowners will want to talk about the memories they've made in the house, family who grew up there, or what's holding them back from moving — let them. That hesitation is exactly what tells you how to help, and it's also what turns into a listing once they feel like you understand their situation instead of just chasing a sale.
Option 1:
Hi HOMEOWNER! It’s AGENT NAME from BROKERAGE. I recently dropped off a copy of my book, "Discover a Big Life in a Smaller Home," and I wanted to see if you'd had a chance to look through it.
I'm very familiar with the area and know of buyers currently looking for homes just like yours, so whenever you're ready to explore your options, I'd love to help.
My number is XXX-XXX-XXXX. I look forward to hearing from you!
Option 2:
Hi HOMEOWNER! It’s AGENT NAME from BROKERAGE. I work with a lot of homeowners in the area who are thinking through downsizing, and I wanted to reach out in case I could answer any questions for you.
If it would help, I can put together a free Comparable Market Analysis so you can see what your home might be worth today — no obligation at all.
My number is XXX-XXX-XXXX. I look forward to hearing from you!
First Message Options:
- Hi FIRST_NAME, it's AGENT NAME from BROKERAGE. I recently dropped off a copy of my book, "Discover a Big Life in a Smaller Home" — I hope you've had a chance to look through it!
- Hi FIRST_NAME, it's AGENT NAME from BROKERAGE. I work with a lot of homeowners in the area who are thinking through downsizing, and I wanted to check in and see if I could answer any questions for you.
Follow-Up Message Options:
- A lot of homeowners are surprised by how much equity they've built up over the years. I'd be happy to put together a free Comparable Market Analysis so you can see what your home might be worth today — no obligation at all. Just let me know!
- Downsizing can feel like a big step, but it doesn't have to be complicated. I have a simple plan that walks through your options — from a smaller home to senior living communities — whenever you're ready to talk.
- If it would help, I can point you toward a few smaller homes or communities in the area that might be a good fit for your next chapter. No pressure — just let me know if you'd like some options.
- I know leaving a home you've lived in for years isn't an easy decision, but I've helped a lot of families make this move smoothly and come out ahead financially. Happy to talk through it whenever works for you.
Template Directions: Send one of the templates below to Senior Lead/Downsizing homeowners who have requested a copy of your book. Simply fill in your own information in the email signature, and put the person’s name where it says HOMEOWNER.
Subject Lines:
Thinking about downsizing?
Body Text:
HOMEOWNER,
I’m just following up to see if you had a chance to check out my book, [INSERT YOUR BOOK TITLE].
Inside, you’ll learn how to evaluate your changing needs and determine whether your current home is the best option for your future. You’ll also find a helpful guide to choosing your next home and learn how to get the most money possible for your biggest investment.
Please let me know if you have any questions about the book or if you’d like me to put together a free home value estimate. I’d love to work with you to find a residence that will serve your changing needs now and into the future.
Best Regards,
Your Name
Your Real Estate Company
Phone: (XXX) XXX-XXXX
Email: Name@Email.com