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Real Estate Social Media & Automation

Jun 22, 2025

Summary

  • The meeting covered social media strategies and lead generation for real estate agents, focusing on optimizing profiles and using the Bull Trail platform's marketing features.
  • Zeki led the call, demonstrating platform features such as the Design Center, automated social posting, and Instagram profile optimization.
  • Key tactics for improving social media engagement and reach, including collaborative posts and effective use of Instagram bios, links, and highlights, were discussed.
  • The next session is scheduled for the 25th and will cover smart campaigns and automation.

Action Items

  • By end of day tomorrow – Matt: Upload the meeting recording to the cloud for attendees to review.
  • Before next meeting – Attendees: Review recording and implement suggested changes to their social media profiles and Bull Trail setup as needed.
  • Before 25th (next session) – Zeki: Prepare smart campaign materials for the upcoming call.
  • Ongoing – Zeki: Remain available for individual support; share booking portal and QR code for discounted shoots with code AGILE10.

Bull Trail Platform Features & Setup

  • Attendees were guided through using the Design Center for automated, customizable social media templates for listings, holidays, and events.
  • Demonstrated how to connect social media accounts to Bull Trail for automated posting, with options to select content categories (real estate, home improvement, food, etc.) and holidays.
  • Explained the process to create, edit, and share posts directly from Bull Trail, including adding QR codes for printed media.
  • Automation can post up to four times a week on selected platforms, helping agents maintain a consistent presence with minimal effort.

Instagram Optimization & Lead Generation

  • Advice given on structuring Instagram names and bios for searchability, emphasizing keywords like "Realtor" or "Real Estate Agent" specific to target locations.
  • Recommended concise, descriptive bios with clear calls-to-action and easy-to-use links (preferably Linktree or direct landing/lead capture pages).
  • Discussed integrating landing pages with CRM and calendar booking tools (such as Calendly) via smart campaigns for more qualified lead capture.
  • Highlighted the importance of pinning top-performing or introductory posts, using Instagram Stories highlights for testimonials, FAQs, and personal info, though this is less critical for conversion.
  • Emphasized the effectiveness of video content and collaborative posts for reach and engagement. Collaborative posts with other agents or local businesses can significantly increase visibility.

Q&A and Additional Tips

  • Clarified that there is no significant difference in search results between using "Realtor" or "Real Estate Agent" in Instagram names; testing both is suggested as space permits.
  • Explained practical steps for setting up automated booking via landing page + smart campaign + Calendly integration.
  • Noted the value of staying active on Instagram DMs, as many leads may reach out via messages instead of booking calls.
  • Next session on the 25th will cover deeper automation with smart campaigns.

Decisions

  • Next session scheduled for the 25th to cover smart campaigns — Scheduled to address automation and advanced marketing workflows in response to agent interest and recurring questions.

Open Questions / Follow-Ups

  • None flagged; all attendee questions were addressed during the session. Attendees are encouraged to reach out to Zeki for 1:1 assistance as needed.