--- title: "Real Estate Recruiting Plan Template: Website Funnel" description: "Use a recruiting plan template to connect outreach, your careers page, received applications, and follow-up. Keep buyer and seller inquiries separate." canonical: "https://scalewithsearch.com/articles/website-funnel-real-estate-recruiting-plan" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # Real estate recruiting plan template: map your website funnel A real estate recruiting plan template should connect an approved opening to outreach, a careers page, a received application, and a named follow-up owner. Define the evidence for each stage before inviting candidates. Keep recruiting results separate from the seller and buyer inquiries your website receives. Humaniz's recruiting-plan page offers team assessment, sourcing, interview, and onboarding material. The worksheet below addresses the website portion of that plan. [Humaniz recruiting plan template, checked 2026.10.14](https://humaniz.io/resources/recruiting-plan-template/). Copy it into your working document and replace each bracket with a confirmed answer. The proposed process sets no applicant target or expected conversion rate. ## Complete the plan before sending traffic Choose the opening and review period first. Name the person who can approve the role description and the person who will review applications. Resolve missing answers before publishing promises about the work or the next step. | Plan field | Fill in your answer | Evidence to retain | | --- | --- | --- | | Opening | [Role, work location, current availability] | Approved role description and review date. | | Purpose | [Application for this opening, or expression of interest] | Matching wording on the invitation, page, and form. | | Relevant requirements | [Work and qualifications needed for this role] | Approval from the responsible hiring reviewer. | | Team support | [Confirmed training, supervision, and administrative help] | Description approved by the people providing it. | | Outreach | [Approved cold outreach audience, message, sender, and start date] | Final message and the exact destination link. | | Optional advertising | [Whether separately approved ads will be used] | Approved message, destination, owner, and spending limit. Leave blank if unused. | | Website destination | [Current careers page and opening section] | Page version matching the invitation. | | Application | [Requested information and receiving destination] | Approved form and a received test application. | | Follow-up | [Reviewer, backup, next action, and promised timing] | Agreed responsibility and monitored reply route. | | Measurement | [Review period, source labels, stage definitions, and counting rules] | Reporting worksheet and records supporting each count. | | Client contact | [Seller and buyer page destinations and recipients] | Separate received inquiry tests. | | Closure | [Who ends outreach and updates the opening] | Closure instructions and the page's replacement wording. | Treat this as a website work plan. Assign campaign execution and hiring decisions to their responsible people. Request a demonstration before relying on an existing tool to preserve source information or send acknowledgments. ## Approve the role, public identity, and application questions Recruiting pages must not prefer or discourage applicants because of a characteristic protected under applicable federal or state employment law. EEOC guidance prohibits discriminatory job advertisements and recruitment. [EEOC employment practices, checked 2026.10.14](https://www.eeoc.gov/prohibited-employment-policiespractices). State law needs its own review. California's Civil Rights Department lists advertisements, applications, screening, and interviews among covered business practices. This is a California example. [California employment guidance, checked 2026.10.14](https://calcivilrights.ca.gov/employment/). Have the hiring reviewer confirm the law applicable to your arrangement. Approve the audience criteria, page wording, form questions, and selection process together. Describe relevant duties and qualifications. Provide a monitored contact for help applying. Use state-specific checks for licensing, sponsorship, and team-name advertising. For example, TREC says a Texas sales agent needs broker sponsorship to move to active status and practice brokerage activity. [TREC sales-agent guidance, checked 2026.10.14](https://www.trec.texas.gov/become-licensed/sales-agent). **Confirm licensing and sponsorship requirements with your broker or state real estate commission.** For Texas team names, TREC's section 535.154 requires the name to end in “team” or “group.” It also requires broker registration before the specified associated license holders use it in advertising. [TREC rules, checked 2026.10.14](https://www.trec.texas.gov/agency-information/rules-and-laws/trec-rules). **Confirm team-name and advertising requirements with your broker or state real estate commission before publication.** Keep these Texas examples within Texas. Record your own state's source, check date, approved identity, and reviewer in the plan. ## Map each invitation to a complete website path Choose a direct destination for the opening. Put the same role, location, availability, and application purpose in the invitation and on the page. Include the confirmed work, support, requirements, and review process before the application action. If you have no current vacancy, label the entire path as an expression of interest. Specify what happens to that submission. Avoid presenting a future possibility as an available role. Give each outreach batch a source label in your private plan. Record its destination and dates. Ask your maintainer which source details the actual website can preserve. Keep unsupported attribution marked unknown. Use the same published role description for the opening wherever practical. Assign an editor to update the page when duties, availability, or review ownership change. When the opening closes, stop the matching invitations and update the destination. For a candidate who reaches a team member's biography first, provide a clearly labeled careers link. Preserve the biography's client contact route. Keep the seller service page and buyer service page focused on representation requests. ## Define conversion stages by evidence Use these proposed definitions for the website funnel. Agree on them before reviewing results so everyone counts the same event. | Stage | Evidence required for this plan | Next action | | --- | --- | --- | | Outreach sent | A record of the reviewed message, destination, date, and source label. | Check delivery issues under the approved campaign process. | | Opening page visited | An observation from the website's verified reporting setup. | Review the page and traffic source if the record supports that detail. | | Application started | A verified start observation, if your setup provides it. | Inspect the application step; otherwise mark this stage unavailable. | | Application received | A saved application at the intended destination with its role and reply details. | Reviewer takes responsibility for the next action. | | Review completed | A dated review against the approved role criteria. | Communicate the next step or reviewed decision. | | Interview agreed | An appointment accepted by the participants. | Give the interviewer the approved application material. | Keep this reporting sequence separate from detailed applicant statuses. At the receiving destination, name the application owner and record the next action. Require receipt evidence before counting an application as received. Keep a page confirmation, a notification, and the saved application separately identifiable. Investigate any disagreement between them. - [Real estate recruiting CRM: connect your website to an applicant pipeline](/articles/recruiting-crm-website-applicant-pipeline) ## Review sources and applications without mixing counts Use a blank reporting worksheet with these columns: | Reporting field | Rule to agree before collecting results | | --- | --- | | Opening and review period | Identify the role and the dates included. | | Source label | Use a confirmed campaign or applicant-reported source. Preserve unknown as unknown. | | Opening-page visits | Record the reporting tool's actual unit and available coverage. | | Received applications | Count applications verified at the receiving destination. | | Distinct applicants | Keep repeat submissions distinguishable from additional people. | | Completed reviews and agreed interviews | Use dated records tied to the applications under review. | | Pending follow-up | Name the owner, next action, and agreed due date. | | Data gaps | Record unavailable tracking, missing source details, and unresolved delivery failures. | Choose a counting rule for corrected applications. For example, retain revisions under the same person and opening while preserving their submission history. Label this as your rule rather than a default capability of the software. If you calculate a rate, state its numerator, denominator, period, and unit. Compare outcomes for the same application group. Do not divide interviews from older applications by this period's new applications. When page tracking is unavailable, report received applications and follow-up records you can verify. Leave the visit-to-application rate unknown. Keep an applicant's stated source distinguishable from a source observed by the website. Use the review to choose a specific check. If visits are recorded but applications are absent, inspect the opening and form before changing outreach volume. If applications await review, inspect ownership and follow-up. Record what you found before claiming a cause. ## Test recruiting alongside seller and buyer inquiries Agree on controlled contact details before testing. Mark every test submission. Ask the maintainer to retain the submitted details and evidence from the receiving destination. Follow the exact invitation link on a phone and desktop. Check the opening, application purpose, reply route, and stated next step. Submit a marked application and confirm the intended reviewer receives it. Test a corrected application against your counting rule. Check how the approved source label is retained, or record that it is unavailable. Verify that the acknowledgment describes the actual next step. Then submit a separate seller question and buyer question from their own pages. Require the intended recipient to confirm each question and its page or property context. If one controlled contact also applies, require all requests to remain distinguishable. Finally, mark a test opening closed and follow its old link. Confirm that the page explains its current status. Keep any failed check open with a repair owner. ## Bring the plan into your whole website brief The recruiting worksheet assigns evidence to application stages and keeps client inquiries separate. Request the required careers pages at [whole website fix: recruiting conversion stages](/for/real-estate). The whole website fix names agreed pages and functions before acceptance. [Published whole website fix, checked 2026.10.14](https://scalewithsearch.com/work). - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ## Related: Real estate - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```