Resources

Prospecting resources for agents who want to win more instructions

Guides, tools and practical advice to help estate and lettings agents target the right properties, improve direct mail performance and understand postcode performance across their patch.

When you are ready to put it into practice, explore the full ProspectOS platform, see how direct mail automations are triggered, or compare options on the pricing page.

Latest articles

Insights to improve your prospecting

Patch walkthrough

Want to see these ideas in your patch?

Book a 30-minute walkthrough and see how ProspectOS could help your agency spot opportunities and build a consistent prospecting workflow.

Tools to understand your patch

Explore your territory and model campaign returns

Free tools to help you analyse postcode performance, model campaign returns and request a focused prospecting plan. To track real campaign ROI inside the platform, see ProspectOS Insights.

Patch Performance Checker

See how your agency is showing up across your target postcode districts — market share, rankings and competitor presence.

Prospecting Returns Calculator

Model campaign spend, response rates, instructions and potential ROI before you commit budget.

Patch Blueprint Quiz

Answer a few questions and we will send a recommended prospecting plan tailored to your agency and postcode focus.

Prospecting glossary

Key terms agents use every day

New to the language around prospecting, instructions or direct mail? Start with these.

Instruction

A property listed for sale or let through your agency. Winning instructions is the core prospecting goal.

Valuation

A formal property value assessment. Valuations are key prospecting touchpoints for sales teams.

Withdrawn listing

A property removed from the market without selling. Often a high-intent prospecting opportunity.

Direct mail

Physical letters or postcards sent to targeted postcodes. A core ProspectOS prospecting channel.

Postcode district

A geographic area (e.g. SW1A) used for prospecting and targeting. Most agencies focus on specific districts.

Landlord prospecting

Targeting existing landlords to win lettings business and grow managed stock.

Pipeline

A structured view of prospecting opportunities from first contact through to instruction won.

ROI attribution

Tracking prospecting spend through to actual instructions won. Critical for measuring campaign effectiveness.

Patch walkthrough

Want to see what this looks like in your patch?

Book a 30-minute patch walkthrough and see how ProspectOS could support your branches, postcode coverage and prospecting goals. Prefer to explore first? Browse the ProspectOS features or review plans and pricing.