Campaign Snapshot
- Company: Terri Cicchetti Realty Group
- Industry: Real Estate
- Target Location: Folsom, Sacramento, Placer & El Dorado Counties, California, United States
- Target Prospects: Licensed real estate agents, experienced agents, and team leaders
- Service Provided: Real Estate Agent Recruiting
- Campaign Goal: Generate qualified recruitment appointments with real estate agents interested in joining the brokerage
- Campaign Duration: 6 months
- Channels Used: B2B Cold Calling, Cold Email Marketing
- Total Appointments: 63 qualified recruitment appointments
Channel Activity Metrics
Outbound activity levels that supported appointment generation.
- Cold Calls Placed: 12,000+
- Emails Sent: 7,200+
- Average Monthly Calls: 2,000+
Company Overview
Terri Cicchetti Realty Group is a real estate brokerage focused on attracting experienced and motivated real estate professionals. The company helps agents grow their business through training, support, technology, marketing resources, and collaborative team culture. To support long-term growth, the brokerage wanted a predictable recruiting system that consistently connected them with qualified real estate agents and supported steady appointment booking.
The Challenge
The brokerage relied heavily on referrals and personal networking to recruit new agents, making hiring inconsistent throughout the year.
The company faced several challenges:
- Inconsistent pipeline of recruiting opportunities
- Heavy dependence on referrals and personal connections
- Difficulty reaching experienced licensed agents
- Competitive real estate recruiting market
- Limited internal recruiting resources
They needed a structured outbound recruiting system that could consistently generate conversations with qualified real estate professionals and turn the right prospects into booked appointments.
Before vs After: The Shift in the Brokerage’s Recruiting Pipeline
Aspects | Before the Campaign | After 6 Months |
Recruiting pipeline | Inconsistent flow through the year | Steady 10 to 11 qualified appointments/month |
Recruiting source | Heavy dependence on referrals and personal networking | Structured outbound pipeline across 2 channels |
Agent access | Difficult to reach experienced licensed agents | Direct conversations with producing agents |
Outbound prospecting | Limited internal recruiting resources | 12,000+ calls, 7,200+ emails |
Hiring outcomes | Unpredictable, referral-dependent hires | 14+ successful hires, 25+ agents in process |
In short, the brokerage moved from referral-dependent recruiting to a repeatable outbound system that produced qualified agent conversations every month.
Campaign Objectives
- Identify licensed real estate agents interested in new opportunities
- Reach experienced agents and producing professionals
- Book qualified recruiting appointments
- Build a predictable real estate agent recruiting pipeline for brokerage growth
Outbound Outreach Strategy
Targeted Recruiting Lists
We built targeted prospect lists including:
- Independent real estate agents
- Experienced producing agents
- Team members exploring new brokerages
- Newly licensed agents
- Local real estate professionals
Every contact was verified based on licensing status, experience level, market, and recruiting fit. This targeting discipline carries across all our real estate lead generation campaigns.
Multi-Channel Outreach
B2B Cold Calling
- Direct conversations with licensed agents
- Recruiting conversations focused on career growth, brokerage support, and earning potential
- Real-time appointment scheduling
Openers and objection handling followed the frameworks in our real estate agent recruiting scripts.
Cold Email Marketing
- Follow-up emails after calls
- Brokerage overview and value proposition
- Meeting scheduling links
Qualification Criteria
Every prospect completed a qualification process before an appointment was booked. We qualified prospects based on:
- Active real estate license
- Current brokerage affiliation
- Interest in exploring new opportunities
- Availability for a recruiting conversation
Only qualified recruiting prospects were scheduled.
Booking Method
Qualified prospects were booked directly into the recruiting calendar through our appointment setting service.
- Direct calendar booking
- Phone and email confirmations
- Reminder messages before scheduled appointments
Campaign Results
The campaign created a consistent flow of qualified recruiting conversations for the brokerage.
Appointment Outcomes
- Total appointments booked: 63
- Average monthly appointments: 10 to 11
- Estimated conversation-to-appointment conversion: 4 to 6%
Campaign Timeline: How the Recruiting Pipeline Built Over 6 Months
The 6-month campaign moved through three clear phases, with appointment volume climbing as agent targeting and recruiting messaging sharpened.
- Phase 1 (Months 1 to 2): Setup and Ramp-Up. Agent lists built by license status and market, recruiting scripts tested, and call cadences put in place. 18 appointments booked (~9/month) as the pipeline started to fill.
- Phase 2 (Months 3 to 4): Consistency Building. Call and email cadences stabilized, with messaging refined around career growth and earning potential. 21 appointments booked (~11/month).
- Phase 3 (Months 5 to 6): Peak Performance. Higher connect rates and warmer follow-ups from agents already familiar with the brokerage. 24 appointments booked (~12/month), the strongest stretch of the campaign.
By the final phase, monthly booking volume had grown roughly 33% over the launch phase. The brokerage held a qualified recruiting conversation in every month of the campaign.
Recruiting Pipeline Impact
- Qualified recruiting opportunities: 42+
- Agents progressing through recruitment: 25+
- Successful hires: 14+
- Estimated recruiting pipeline growth: 180%+ over the previous referral-only baseline
Why the Campaign Worked
- Targeted Agent Lists: Every prospect list focused on licensed real estate professionals who matched the brokerage’s recruiting goals.
- Direct Recruiter Conversations: Cold calling allowed us to speak directly with agents instead of waiting for inbound applications.
- Consistent Follow-Up: Email outreach reinforced the brokerage’s value proposition and kept interested agents engaged.
- Predictable Recruiting System: The campaign replaced referral-only recruiting with a repeatable outbound process that consistently generated recruiting appointments.
Client Testimonial
“Recruiting used to depend on who we already knew, so some months we had conversations and some months we had none. Now we talk to agents who have never met us. Fourteen of them have joined the team.”
Terri Cicchetti Realty Group
Sample Outreach Workflow
- Build targeted lists of licensed real estate agents
- Launch outbound cold calling campaigns
- Introduce Terri Cicchetti Realty Group and the recruiting opportunity
- Qualify agent experience and interest
- Send a follow-up email with brokerage information
- Schedule a qualified recruiting appointment
- The client recruiting team conducts interviews and onboarding
Key Performance Summary
- Campaign Duration: 6 months
- Total Appointments: 63
- Monthly Average: 10 to 11
- Qualified Recruiting Opportunities: 42+
- Successful Hires: 14+
- Pipeline Growth: 180%+