Outreach Playbook
Purpose
This is the full outreach flow: email first, then phone, then in-person if needed — with a consistent sales approach.
Step 1: Initial email outreach (template)
Send a concise initial email to all assigned properties, clearly stating the purpose of your contact. Feel free to use this e-mail as a template. Alternatively, you can use the following email along with the link for the Prezi success case studies presented below:
Subject: Partnership inquiry regarding property {{Property Name}}
Hello,
My name is {{Agent Name}}, and I am the Partnership Manager at Relive.
We work with a network of licensed locating agents in {{City Name}} and noticed that property {{Property Name}} is not yet part of our portfolio. Given the demand we are currently seeing in the area, we believe your property could be a strong fit for our clients.
Would you be open to discussing potential collaboration with locators?
We have already generated $2.5M by helping Greystar in Austin close 10 units and $800K by helping RPM Living in Dallas close 38 units.
I’ve included a short presentation below that outlines some of our recent partnerships and results in other markets:
If this is of interest, let me know if we can work together and what is the commission that you offer so that we can pass this message to our agents here.
Best regards,
{{Agent Name}}
Partnership Manager www.joinrelive.com
Step 2: Phone follow-up (mention you emailed)
Follow up the email with phone calls to each property, aiming to connect with the appropriate decision-maker. It can be helpful to mention that you already sent an e-mail before.
Be straightforward, use simple language but make them understand our results by using the numbers on the above email/use cases.
Goal: reach the decision-maker and confirm:
- Do they work with locators?
- What is the commission structure?
- What do they need to approve us (email confirmation vs contract vs vendor setup)?
You can always use the “Sell me this pen approach” which focuses on 3 stages
- Create urgency / highlight needs: visibility + qualified demand gaps
- 1st you create urgency and mention needs the manager didn’t even knew he had (ex: “Right now, many property managers don’t realise how much qualified demand they’re missing online. Even with full occupancy today, digital visibility gaps mean slower lease-ups for upcoming units and less predictable cash flow”;
- Explain consequences: longer vacancies, higher marketing spend, competitors win tenants
- 2nd you can state some negative consequences of those unmet needs (ex: “When that gap persists, vacancies stretch longer, marketing spend increases and competitors with better online positioning capture the tenants first.”;
- Relive solution + proof: share results numbers and ask to partner
- 3rd you mention how Relive can solve those problems and satisfy those needs by showing them the numbers I already mentioned.
Step 3: In-person follow-up (when needed)
If phone contact is difficult or a personal touch is needed, schedule and conduct an in-person visit to engage directly with the individual who can finalize the business deal.
The same approach mentioned in the previous point also works in face to face conversations.