{"id":215,"date":"2026-09-07T11:25:34","date_gmt":"2026-09-07T16:25:34","guid":{"rendered":"https:\/\/realdialer.com\/circle-prospecting-note\/"},"modified":"2026-09-07T15:20:32","modified_gmt":"2026-09-07T20:20:32","slug":"circle-prospecting-note","status":"publish","type":"post","link":"https:\/\/realdialer.com\/circle-prospecting-note\/","title":{"rendered":"The Circle Prospecting Note"},"content":{"rendered":"

The circle prospecting note is the thing the neighbor agreed to receive when the circle script<\/a> asked whether the neighbor would want, every couple of months, a short note about what had sold near them. That question is a contract. It promises something short. It promises facts about what sold. It promises the neighbor’s own street, on a schedule of every couple of months, and it promises nothing else. The note is therefore a half-page, or one screen, of facts about that street, sent when they were told it would be, with a way to stop it, and with nothing in it that sells. Everything an agent is tempted to add is a withdrawal from the consent the neighbor gave. The rate commentary. The recipe. The “thinking of selling?” banner, the photo of the team at the charity run. The neighbor notices each one, and each one costs a little of the yes.<\/p>\n

Most of this site’s circle pieces refer to the note and none of them, until now, says what is in it. This is the definition, the contents, the exclusions, and the two sets of rules that govern how it goes out. It is short. So is the note.<\/p>\n

What it contains<\/h2>\n

The sales on the street since the last note.<\/strong> Address, or the block if the address feels too pointed, list price, sold price where the price is public or the MLS permits sharing it, and days on market. One line each. In most neighborhoods that is two to five lines every two months, and in slow months it may be one, which is fine; one true line is a note, and three paragraphs of filler around it is a newsletter.<\/p>\n

The listings currently active on or near the street.<\/strong> Address, list price, days so far. The neighbor can find these online, and the point of including them is the next item.<\/p>\n

One sentence of comparison.<\/strong> What the newest sale did against what the street has been doing. “That is the first sale on Alder over 500 since 2023,” or “three of the last four went under asking after two weeks.” One sentence, factual, no forecast. This is the line the neighbor remembers, and it is the line the second-call question<\/a> about whether the price matched their guess is built on.<\/p>\n

One street fact.<\/strong> The thing you learned from a neighbor on the last round of calls: the road resurfacing, the corner lot being split, the new bus route. It shows the note is about their street and not a template, and it is the answer to the second call’s “has anything changed on the street” question, fed back to the people who supplied it.<\/p>\n

Who you are and how to stop it.<\/strong> One line: your name, brokerage, the address the rules require, and “reply stop or call me and this ends.” Every note, not just the first.<\/p>\n

The date of the next one.<\/strong> “Next note in November.” It keeps the promise visible and it gives the neighbor a reason to expect the second call, which the touch plan<\/a> places between notes. That is the whole note. Six items, most of them a line, and the neighbor reads it in under a minute, which is the length of attention the consent bought. Ten minutes to build. One minute to read.<\/p>\n

\n\n\n\n\n\n\n\n\n\n\n
What goes in<\/th>\nWhy<\/th>\nThe rule it observes<\/th>\n<\/tr>\n<\/thead>\n
Sales since the last note: address or block, list, sold, days<\/td>\nThe promised content; the only thing the neighbor cannot easily get<\/td>\nSold prices only where public or where MLS rules allow sharing, with attribution; other agents’ sales never presented as yours<\/td>\n<\/tr>\n
Active listings on or near the street<\/td>\nContext for the sales<\/td>\nPublic information; no commentary on the listing agent<\/td>\n<\/tr>\n
One sentence of comparison<\/td>\nThe line that gets remembered and asked about<\/td>\nFact, not forecast; no prediction of the neighbor’s value<\/td>\n<\/tr>\n
One street fact<\/td>\nProof the note is about their street<\/td>\nProperty and market only; nothing about who lives where<\/td>\n<\/tr>\n
Who you are, the address, how to stop<\/td>\nRequired, and it keeps the consent honest<\/td>\nCAN-SPAM for email; consent and opt-out rules for text<\/td>\n<\/tr>\n
The date of the next one<\/td>\nKeeps the promise visible<\/td>\nThe cadence the neighbor agreed to<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

What it never contains<\/h2>\n

A valuation of their home.<\/strong> “Your home may be worth more than you think” turns the note into the pitch the script promised it would not be. The neighbor’s value is a conversation they start, on the second call, if they choose.<\/p>\n

Rate or national market commentary.<\/strong> The neighbor did not ask for an economist. Rates and national headlines are available everywhere, they are not about the street, and they date the note the week it arrives.<\/p>\n

Anything about the people.<\/strong> Who bought, who sold, why they moved, who is moving in. The fair housing line the questions piece<\/a> draws for the call applies to the page. The note is about parcels and prices.<\/p>\n

Another agent’s sale as your own.<\/strong> Standard of Practice 12-7 of the Code of Ethics<\/a> reserves “sold” claims for the agents who were actually involved. The note reports what sold on the street; it does not imply you sold it. Where the MLS requires attribution of sold data, the attribution appears.<\/p>\n

How it goes out<\/h2>\n

The consent on the call was for a note, not for a channel, so the channel is asked for: “email, text, or the mailbox?” Each has a rule.<\/p>\n

By email, the note is a commercial message and the FTC’s CAN-SPAM guide<\/a> applies: accurate header and sender information, a subject line that describes the content, clear identification that the message is an advertisement, a valid physical postal address, a clear way to opt out, and opt-outs honored within ten business days. A note that reads “Alder Street sales, September” in the subject line, carries your brokerage address at the bottom, and ends with “reply stop” satisfies all of it and looks like what it is.<\/p>\n

By text, the note is a marketing text to a cell number, and the texting rules<\/a> govern: the consent the neighbor gave on a recorded call is the basis, the platform sending it is registered, and “stop” ends it the moment it arrives. A texted note is shorter still, three or four lines with a link to the rest, and the neighbor who chose text chose it because they did not want a page.<\/p>\n

By mail, there is no consent rule to satisfy and no opt-out mechanism required, and the note is still a half-page with your name and a phone number on it, because a neighbor who asked for facts and received a glossy card has been told what the promise was worth. Whichever channel, the stop request goes on the record the day it arrives and the note stops. A neighbor who stopped the note has not asked not to be called, and the two lists are kept separately, per the do-not-call rules<\/a>; a neighbor who says “don’t call and don’t send” has asked for both, and gets both.<\/p>\n

What the note feeds back<\/h2>\n

The note is not a broadcast. It is one half of a loop, and the second call is the other. Every item in the note is something the second call can ask about: whether the newest price landed where they would have guessed, whether the street fact was news, whether there is anything the next note should include. The answers become the next note’s street fact and the record’s words field, and a neighbor who has contributed a line to the note has stopped being a recipient and started being a source, which is the position the whole circle method is trying to reach.<\/p>\n

Building it takes ten minutes every two months per street, from the sales feed and the last round of call notes. The circle hub<\/a> makes the case that a market event is the reason to call. The note is the event, kept small enough that the neighbor keeps saying yes to it.<\/p>\n","protected":false},"excerpt":{"rendered":"

Every circle script on this site ends by offering a note on what sells around the neighbor every couple of months, and none of them say what the note is. It is a half-page of public facts about the street, with nothing sold in it. The six things it contains, the four it never does, how it goes out under the email and text rules, and what it feeds back into the second call.<\/p>\n","protected":false},"author":1,"featured_media":214,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_realdialer_meta_description":"Every circle script on this site ends by offering a note on what sells around the neighbor every couple of months, and none of them say what the note is. It is a half-page of public facts about the street, with nothing sold in it. The six things it contains, the four it never does, how it goes out under the email and text rules, and what it feeds back into the second call.","footnotes":""},"categories":[7],"tags":[],"class_list":["post-215","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-circle-prospecting"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/posts\/215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/comments?post=215"}],"version-history":[{"count":1,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/posts\/215\/revisions"}],"predecessor-version":[{"id":312,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/posts\/215\/revisions\/312"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/214"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/categories?post=215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/tags?post=215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}