1
of 5— Build Your Referral Partner List
What you'll accomplish
By the end of this guide, you'll have a complete, repeatable system for marketing to your Realtor referral partners — including a 12-month touchpoint calendar, template emails, co-marketing content ideas, and a weekly LinkedIn strategy. All written by AI, personalized by you, and designed to keep you top-of-mind with agents who can send you business every month.
What you'll need
- ChatGPT free or Claude free (all Level 1 tasks work here)
- Google Sheets or Word for organizing your partner list and calendar
- Canva free (for co-marketing graphics)
- Your CRM for scheduling follow-up tasks
- Cost: Free (if you have existing CRM)
How-To Guide: Build an AI-Powered Referral Partner Marketing System
Step 1: Build Your Referral Partner List
Before marketing, organize who you're marketing to. Open a Google Sheet with these columns:
| Name | Brokerage | # Deals/Year | Specialty | Last Contact | Notes |
|---|---|---|---|---|---|
| [Agent Name] | [Company] | [estimated] | First-time buyers | [date] | [anything personal] |
Rank your partners by tier:
- Tier 1: 5–10 agents you've already closed with; relationship exists
- Tier 2: 10–20 agents you've met once; potential is there
- Tier 3: Agents on your radar; cold relationships
Your AI system will be calibrated differently for each tier.