The whole play, at a glance
You walk away with: direct hits (farm addresses in this month's activity), ripple touches (neighbors of notable events, with the conversation opener each one creates), a ranked top ten, and list-health flags that keep your master file clean. "The Hendersons' street just set a record" is a conversation; "just checking in" is a delete.
What you'll need
Your master farm list as a CSV spreadsheet file: address, owner name if you have it, and any history column. Keep one master file; update it, don't fork it.
A monthly activity export for the farm area from your MLS (Multiple Listing Service): actives, pendings, solds, expireds with addresses and prices.
Your AI Second Brain workspace, with the sanitize-before-upload habit from the CSV guide.
The setup
Calendar reminder titled "Run the farm watchlist." Consistency is the whole trick; the tenth run is worth five times the first.
Actives, pendings, solds, expireds with addresses and prices.
Master farm list plus activity export, into your workspace.
Ten real conversations beat a hundred generic postcards. Verify each trigger in the MLS before you lead with it.
Reason: two doors from the record sale on 6/28. Channel: door knock.
Opener: "Your neighbor's sale just reset the bar for the street; happy to share what it means for your place."Verify the sale in the MLS before you knock
Reason: 3 homes moved on this block in 90 days. Channel: handwritten note.
Add a note to your master list for every touch made ("6/26: talked, thinking of selling next spring").
If your assistant supports scheduled tasks, schedule the monthly reminder with the prompt pre-loaded so the run is one upload away.
The prompt
The Cross-ReferenceTwo files in, a ranked touch list out
You are my farm analyst. I've uploaded two files: 1. MASTER FARM LIST: the homes/owners in my geographic farm, with my touch history. 2. THIS MONTH'S ACTIVITY: MLS activity in the same area (actives, pendings, solds, expireds). Cross-reference them: 1. DIRECT HITS: any address on my farm list that appears in this month's activity. What happened, and what it means for my relationship with that address. 2. RIPPLE TOUCHES: farm addresses on the same street or within a couple of blocks of a notable event (a strong sale, a fast sale, an expired). For each, the specific conversation opener the event creates. Fair-housing safe: talk about homes, prices, and the market, never about who is moving in or out. 3. THE RANKED TEN: the 10 best touches this month, ordered by strength of reason, each with: address/name, the reason, the channel (door knock, call, note, mailer), and a 1-2 sentence opener in my voice. 4. LIST HEALTH: anything in my master list that looks stale or inconsistent (owner sold last year, duplicate rows), so I can clean it. Match addresses carefully (abbreviations like St/Street, unit numbers). List any rows you couldn't confidently match instead of guessing.
Watch-outs
Verify the trigger before you knock. "I saw the home on Maple sold" had better be true. Check the MLS record before you lead with it.
Expireds and withdrawns have rules. Solicitation of expired listings is regulated and brokerage-policy-sensitive. Know your rules before that touch.
Owner data comes with obligations. If your farm list came from a data provider, its license says what you can do with it. Analysis in a training-off business assistant is the conservative pattern; republishing is not.
Ripple touches never speculate about people. The market event is the opener. Who's moving, why they left, what they got: not yours to discuss.