Holiday Cards that Spark Referrals: How to for Real Estate Workshop

Sending holiday cards is easy. Sending them strategically - so you stay top-of-mind and generate referrals - is where the magic happens.

In this fast, practical workshop, we’ll map out exactly who should be on your list, what they should receive (card for all, gifts for top tiers), when to mail for maximum impact, and how to execute without chaos.

You’ll leave with a simple tiered plan, a reverse timeline, and the tools to get it done in a single afternoon.

Hosted by Debbie Mauro & Sara Basloe, this session is perfect for agents who want to turn seasonal goodwill into year-round pipeline—without being salesy.

# You’ll learn how to:

• Build a tiered list (VIPs, Warm Connections, Sphere) in your CRM
• Send one cohesive card to everyone (mailed), plus the right gift to Tiers 1–2
• Set a doable reverse timeline from “in-mailbox” date back to printing and handwriting
• Choose easy platforms (Mailbox Power, SendOutCards, Canva Print, etc.)
• Batch, delegate, and track—including QR code ideas and a January follow-up touch
• Budget smart: counts × (card/gift + postage) with a small “oops” buffer

# Perfect for

Real estate agents, teams, and ISAs who want a done-with-you plan to send cards that actually drive conversations and referrals.