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CUP OF CHEER CAMPAIGN

Campaign Overview:
Scenario: A TC markets their services to real estate agents during the holiday season by delivering a festive, branded pop-by gift. The follow-up plan uses themed touches to keep the conversation light, memorable, and aligned with the season while positioning the TC as the solution to “when you need transaction advice, I’m just a sip away!”

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Campaign Summary:

  • Value-Added Asset: A festive holiday mug or cup filled with cocoa packets, tea, or coffee (or upgrade to a gift card tucked inside for top clients/prospects).

  • Message Delivery: Initial in-person drop-off at brokerage or open house, followed by a same-day or next-day text.

  • 3-Touch Follow-Up:

    • A week later, email sharing specific TC benefits.

    • Two weeks later, a friendly phone call.

    • Three weeks later, a casual reminder via text message. 

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This campaign nurtures a personal connection while offering useful tools and highlighting the TC's value. 

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CUP OF CHEER TAG

Create a festive pop-by “cup of cheer” gift to drop off at a real estate agent’s open house or brokerage. This gift could include:

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  • A holiday-themed mug or cup filled with cocoa packets, tea bags, or coffee (or upgraded with a gift card for top clients or prospects)

  • A cozy, winter-inspired packaging touch—like tissue paper, cellophane, or a ribbon bow—to make the mug feel seasonal and intentional

  • A fun branded item, such as a holiday coffee sleeve, branded stir stick, or seasonal coaster

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A branded card with this note:

“Real estate deadlines, compliance, and client follow-ups don’t have to leave you running on empty. Think of me as your extra cup of cheer this season—ready to take on the behind-the-scenes work so you can sip, savor, and celebrate. While you spread holiday cheer with your clients, I’ll wrap up the details behind the scenes so everything stays merry and bright.”​

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Your business card or flyer so the agent has your contact info handy

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Bonus: Add a small seasonal branded item (like a mini holiday spoon, marshmallow topper, or winter-themed stress ball) to make the gift both fun and functional.

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Scripts & Follow-Ups

Message Delivery: In-Person

Immediate Follow-Up: Text Message or Email (within 24-48 hours of the initial contact)

3-Touch Follow-Up:

  • Email one week later about “Keep Your Holidays Merry, Not Messy" 

  • Phone call two weeks later to check-in.

  • Text message three weeks later reminding them about the TC’s services.

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