1. Find the correct contact on LinkedIn

Search terms that work well:

• “[Company] employee experience”
• “[Company] HR business partner”
• “[Company] talent acquisition manager”
• “[Company] workplace experience”
• “[Company] recruiting coordinator”
• “[Company] people operations”
• “[Company] office manager”
• “[Company] learning and development”

The ideal contact is usually:

• mid-level manager
• event/program coordinator
• HR generalist
• recruiter
• people ops manager

NOT typically the CEO or top executives.

2. Lead with employee value — not real estate

This matters a lot.

Avoid:

• “I want to market to your employees”
• “I’m a realtor”
• “lead generation”
• “home buying seminar”

Instead say:

• “free educational workshop”
• “first-time homebuyer education”
• “financial literacy”
• “helping employees understand the home buying process”
• “relocation/homeownership readiness”
• “no sales pitch”

Your “educational-only” positioning is a major advantage.

3. Offer a turnkey, free lunch-and-learn

Make it EASY for them.

Your pitch should include the following details:

• 45-minute session
• virtual or in-person
• free lunch provided
• no selling/products
• Q&A included
• customized for young professionals/first-time buyers
• optional employer-branded flyer

HR teams love low-effort programming.

Scripts you can use that follow the above:

Email or LinkedIn Message

Hi [NAME], 

My name is [NAME] and I am a Realtor with [BROKERAGE] and a Teacher with The How To Buy A House Class™! I am reaching out to you because I’d love to teach a free home-buyer class for the employees at [X COMPANY]. 

The How To Buy A House Class™ is an hour-long, low-stress experience that we bring to companies nationwide, including partners like Toyota and Amazon. We are rated the #1 home buying class in the US and we’ve helped countless people navigate the home buying process since 2018. 

I’m sure you are thinking…. What’s in it for you? According to Forbes and a Harvard Study, homeownership has a positive impact on employees in the workplace. Some of the benefits of hosting this class include:

• Homeownership increases employee retention and productivity, as well as creating a sense of purpose and responsibility.
• Increased financial literacy and investment mindset.
• Class can serve as a team-building happy-hour style event.
• Connect your team with a trusted local expert so they can stay focused on their work during their home-buying journey.

With the real estate market continuing to change in [CITY], I’d love to schedule some time to host a class in your office. All we need is a space with tables and chairs and I can bring my projector if needed. I’m happy to host during lunch hour or after the work day. Do you have any availability [INSERT TIMEFRAME]?

Please let me know if you have any questions. Talk soon,

[NAME]

More Relaxed Version for Email or LinkedIn Message

Hi [Name],

I hope you’re doing well. My name is[NAME], and I teach The How To Buy A House Class — a free educational program designed to help young professionals better understand the home buying process in a simple, pressure-free way.

We host short lunch-and-learn sessions for companies whose employees may be preparing to purchase their first home in the next few years. Topics include:

• how much home employees can realistically afford
• down payment myths
• credit and financing basics
• what to expect during the buying process
• common first-time buyer mistakes to avoid

The class is completely educational only — not a sales pitch — and designed to be helpful, approachable, and easy to follow for first-time buyers. We can host the session virtually or in-person, and we’re happy to provide lunch for attendees as well.

I thought this might be a valuable addition to your employee wellness or professional development programming at [Company].

Would you be open to a brief conversation to see if this could be a fit for your team?

Thank you,
[NAME]

Email or LinkedIn (using a 3rd party connection)

Hi [NAME], 

My good friend [NAME] recommended that I reach out to you. Hope you're having a lovely day! I'm a Realtor with [BROKERAGE] and I teach the How To Buy A House Class. We are a national company that provides free home-buying education in a fun and interactive hour long class, partnerin with companies such as Toyota and Amazon. 

I was talking with my [FRIEND WHO INTRODUCED YOU TO THIS BUSINESS] and they thought this would be a great fit for your company! This class is a great way to provide value for your employees as an added perk and team-building activity, plus who doesn't love free lunch!

I would love to chat over the phone to discuss the details of class and come up with a plan for teaching at [BUSINESS] during lunch or as an evening happy-hour class. It’s free to host class, I just recommend that you provide a comfortable space, food & drinks for your employees and I will cover the rest! 

Let me know when you’re available for a quick call this week!

Looking forward,

(ATTACH ONE SHEET)

Phone Call (using a 3rd party connection)

 "Hi, I’m [NAME] with [BROKERAGE]. I’m not sure if you know [NAME], but they work at [YOUR COMPANY] and suggested that I reach out. I’m the [CITY] representative for The How To Buy A House Class. We're the #1 home-buying class in the US and we host our free classes in companies nationwide, including with partners like Toyota and Amazon. I’m reaching out to offer your company a free lunch & learn session on the home-buying process. This is a great opportunity for [COMPANY] to offer value to its employees and often turns into a collaborative team building session. 

Do you know who would be best to chat with about this opportunity, maybe HR or a manager? I’m happy to fill you in on what class entails and send over a one-sheet with more information!"