Marketing & Sales

This list includes everything needed to generate leads, convert clients, build brand recognition, and support both inbound and outbound sales efforts across digital and offline channels.

Foundational Marketing Assets

  • Design Professional Logo, Color Palette, and Typography

    A cohesive visual identity makes your brand instantly recognizable and trustworthy. We’ll help you design a modern logo and choose a color scheme and font set that reflect your market and positioning.

  • Create a Brand Style Guide

    This guide documents your logo usage, colors, fonts, tone, and imagery to keep your brand consistent across platforms. It’s essential for internal use and when working with designers, agents, or vendors.

  • Purchase and Connect Your Custom Domain

    We help you select and register a custom .com domain that matches your brand name. Then, we connect it to your website and email system for a professional online presence.

  • Set Up a Branded Email Address (e.g., info@yourcompany.com)

    A custom email address builds credibility and ensures communication is tied to your business identity. We configure it securely and sync it with your calendar, CRM, or other systems.

  • Build a Professional, Conversion-Focused Website

    We design a mobile-optimized, fast-loading website with lead capture and brand storytelling. It serves as your digital storefront and hub for all marketing channels.

  • Launch a Google Business Profile

    A well-optimized Google Business Profile helps clients find you on Maps and Search. We ensure it includes your brand info, location, license, service areas, and client reviews.

  • Claim and Design Social Media Profiles

    We create branded profiles on Instagram, Facebook, LinkedIn, YouTube, and TikTok. Each includes profile graphics, business info, and a link-in-bio to drive leads.

Email & CRM Infrastructure

  • Set Up a CRM Platform

    A CRM tracks your leads, automates follow-ups, and organizes your sales pipeline. We help you select and configure platforms like Follow Up Boss or kvCORE.

  • Integrate Website Forms and Lead Capture Tools with CRM

    We connect your site’s contact forms to the CRM so every inquiry is automatically added and tagged. This ensures you never lose a lead.

  • Build Automated Email Nurture Sequences

    Email automations keep prospects engaged while they’re still deciding. We set up custom sequences tailored to buyers, sellers, and referrals.

  • Design Branded Email Templates

    Professionally designed email layouts for newsletters, open house announcements, and follow-ups ensure every message looks polished and reinforces your brand identity.

  • Segment Your Database by Lead Type and Status

    We organize your contacts into categories like active buyers, sellers, past clients, and cold leads. This allows for personalized communication and smarter campaign targeting.

Lead Generation Setup

  • Create Buyer and Seller Lead Capture Pages

    These landing pages are designed to convert traffic into leads using forms, value propositions, and gated content. We customize the message and design to match each audience.

  • Install Website Tracking Tools

    Tools like Google Analytics, Meta Pixel, and Hotjar help monitor how visitors engage with your website. These insights drive smarter decisions for content and advertising.

  • Launch Google Ads and/or Meta Ads

    Paid advertising helps you reach high-intent buyers and sellers quickly. We set up, manage, and optimize ad campaigns across search and social platforms.

  • Build Custom Audiences and Remarketing Lists

    Using website traffic and CRM data, we create custom audiences for more relevant targeting. Remarketing ads re-engage users who didn’t convert on their first visit.

  • Create and Offer Lead Magnets

    We develop downloadable guides, checklists, or reports to entice users to share their contact info. These resources also position your brokerage as an expert.

Listing & Sales Support

  • Create a Listing Presentation Template

    A well-designed, editable presentation helps agents pitch professionally to sellers. It includes branding, service promises, pricing strategy, and marketing plan.

  • Build Reusable Open House Sign-In Forms and Flyers

    These tools help collect contact info at open houses and reinforce branding with polished visuals. Forms can be digital or printable.

  • Set Up a System for Just Listed/Sold Postcards:

    We create templates and workflows to easily send postcards when a listing goes live or sells. This keeps your name visible in local neighborhoods.

  • Provide Digital Listing Packages for Sellers

    A digital folder with marketing timelines, FAQs, and prep guides helps educate and align sellers. It also improves the listing experience and builds trust.

  • Offer 1-Click Property Website Templates

    Each listing can have its own mini-site featuring photos, video, and agent contact info. We set up templates that agents can launch instantly.

  • Include a Process for Coming Soon and Off-Market Campaigns

    These campaigns create urgency and interest before a home hits the MLS. We define the strategy and templates for social media, email, and postcards.

Content Marketing & SEO

  • Launch a Blog or Resource Center

    This is where you share SEO-optimized articles, market updates, and tips for buyers/sellers. It builds organic traffic and positions you as a trusted expert.

  • Create Content Pillars

    We outline a set of recurring themes, like local market reports or moving tips, that anchor your content strategy. This ensures consistency and long-term planning.

  • Write Neighborhood Guides or Relocation Content

    These articles help out-of-area buyers and SEO rankings by offering hyper-local information. They’re especially valuable for lead magnets and paid ads.

  • Schedule a Consistent Social Media Calendar

    A content calendar ensures you’re posting regularly across platforms. We include templates and ideas for listing announcements, holidays, and client stories.

  • Repurpose Blog Content into Social Posts and Videos

    One blog post can become multiple Instagram stories, carousels, or video clips. We create a content recycling system that maximizes ROI.

Video & Media Creation

  • Record a Brokerage Intro Video and Team Bios

    These videos build trust and give your brand personality. They’re ideal for your homepage, social media, and email intros.

  • Film Educational Content

    Short videos explaining the buying process, inspection tips, or closing costs help educate your audience. These are easy to distribute via email and YouTube.

  • Use Branded Video Templates

    We create templates you can drop listings into, with consistent fonts, logos, and styles. This ensures every video looks professional, even if edited by different team members.

  • Launch a YouTube Channel or Instagram Series

    These channels help you build a subscriber base and gain visibility with longer-form content. We help name, design, and organize the playlists or themes.

  • Add Subtitles and Branding to All Videos

    Subtitles improve accessibility and watch rates. We also add logo animations, lower-thirds, and brand colors to reinforce identity.

Print & Promotional Materials

  • Order Branded Business Cards

    We design and print high-quality business cards that reflect your brokerage’s visual identity. Cards include your logo, brand colors, contact details, and license info to maintain compliance.

  • Design and Print Buyer/Seller Guides

    These guides help educate clients on each step of the buying or selling process. We customize the content, visuals, and branding so agents can hand out or email them confidently.

  • Create Downloadable PDF Brochures and Flyers

    Flyers and brochures are useful for listings, open houses, and events. We create reusable templates that are easy for agents to personalize and share online or offline.

  • Customize Listing Presentation Print Folders

    Printed folders add professionalism when delivering proposals or contracts. We design inserts that include your service offerings, testimonials, and a branded welcome message.

  • Produce Yard Signs and Riders with Logo and Domain

    A consistent sign design reinforces brand visibility in the neighborhoods you serve. We handle layout and ordering for “For Sale,” “Open House,” and rider signs that match your website domain.

Tracking, Analytics & Optimization

  • Set Up Dashboards for Website Traffic & Lead Conversion

    We install Google Analytics and build real-time dashboards to monitor your website’s performance. You’ll see how visitors arrive, what pages they visit, and where leads convert.

  • Track Ad Performance Metrics

    For Google and Meta Ads, we configure tools to track cost-per-click, click-through rate, conversion rate, and total leads generated. These metrics help us refine campaigns for better ROI.

  • Monitor Agent Lead Response Time

    Using CRM integrations or third-party tools, we track how fast agents respond to new inquiries. Timely follow-up can dramatically improve conversion rates and client satisfaction.

  • Measure Email Open/Click Rates

    For newsletters and nurture campaigns, we monitor which subject lines, content, and calls-to-action perform best. This allows you to refine messaging based on audience behavior.

  • Conduct Regular Split Tests

    We A/B test landing page headlines, images, and ad creatives to see what drives the highest conversions. Over time, this approach improves results without increasing spend.

  • Optimize Ad Budget Allocation Based on ROI and CPL

    We review campaign data monthly to shift budget toward top-performing channels. This ensures every dollar spent generates maximum qualified leads.

Sales System & Follow-Up

  • Train Agents on Follow-Up Scripts and Objection Handling

    We provide sales scripts tailored for buyers, sellers, renters, and investors. Training sessions help agents become more confident and consistent in lead conversations.

  • Implement Text/Email Automation for New Leads

    Automation ensures every lead receives an immediate response, even outside of business hours. These auto-responses can include intro messages, links to guides, or next-step instructions.

  • Create SOPs for First Contact, Lead Nurturing, and Appointment Setting

    Standard operating procedures help agents know exactly what to say and do at each stage. This improves conversion rates and creates a predictable client experience.

  • Document a Referral Submission Process

    We build a form and workflow for agents or partners to submit and track referrals. This simplifies the process and ensures you capture every opportunity.

  • Set Up Pipeline Views in Your CRM

    We organize your CRM into pipeline stages like New Lead, Engaged, Showing, Offer, and Closed. This visual format helps agents and managers track progress and forecast closings.

Social Media Marketing & Engagement

  • Create a Monthly Content Calendar

    We plan weekly or monthly content themes in advance to ensure consistent posting across all platforms. This keeps your brand active and relevant, while reducing the daily burden on agents.

  • Design Post Templates for Listings, Reviews, Tips, and Events

    We provide Canva or Photoshop templates customized for your brand. Agents can easily plug in new content while keeping visuals cohesive.

  • Use Hashtags and Geo-Tags Strategically

    We research and recommend high-performing local and niche hashtags to increase visibility. Geo-tagging further boosts local SEO and discoverability for open houses or market updates.

  • Implement Engagement Tactics (Polls, Stories, Reels, etc.)

    We show you how to use interactive features like polls, “Ask Me Anything,” or live tours to drive engagement. These tools help you build relationships before a lead form is ever submitted.

  • Monitor and Respond to Comments/DMs Promptly

    We set response guidelines and optionally connect chatbots or inbox management tools. Fast replies increase the chance of converting social media followers into real leads.

Reputation Management

  • Request and Showcase Client Testimonials

    We help you automate review requests post-closing and design graphics to highlight top reviews across marketing channels. Positive testimonials are one of the highest-converting forms of social proof.

  • Create a Review Generation SOP

    We formalize when and how you ask for reviews—such as after key transaction milestones. This ensures your brokerage consistently builds credibility over time.

  • Respond to Reviews (Positive and Negative)

    We train your team or provide scripts to respond professionally to all reviews. Public engagement with feedback shows transparency and accountability, which builds trust.

Why Marketing Systems Matter for Brokerages

Marketing isn’t just about posting on social media—it’s your brokerage’s engine for attracting leads, converting clients, and scaling revenue. Whether you're launching in a new market or upgrading outdated systems, a well-built marketing foundation gives you leverage: better lead quality, stronger agent performance, and predictable growth. We help you build a system that connects every touchpoint, from ads to agent follow-up, with clear data, automation, and branding baked in.

FAQs

  • Yes. We include personalized walkthroughs and SOPs so your team knows exactly how to manage your CRM, respond to leads, and adjust campaigns if needed.

  • Absolutely. We can set up individual logins, agent tracking, and branded materials so your team works in sync. Some brokerages even assign leads through automated routing tools.

  • Not necessarily. We automate as much as possible and can either train your assistant or offer add-on support if you’d like us to manage part of the marketing monthly.

  • It depends on your marketing channels. Paid ads can generate leads within days, while SEO and content strategies may take several weeks to build momentum. We’ll help you balance quick wins with long-term growth.

  • For solo agents or small teams, platforms like Follow Up Boss or LionDesk are cost-effective and easy to manage. Larger brokerages may prefer kvCORE or HubSpot for more automation, agent tracking, and scalability.

  • Yes, we can either enhance your current tools or integrate them into your new system. We’ll audit your tech stack and suggest improvements without forcing you to start from scratch.

  • Not always. IDX helps with search and SEO, but some brokerages prefer curated lead pages, property showcases, or off-market funnels. We’ll help you decide based on your brand and audience.

  • We offer optional ongoing services, but everything we build is designed for you to manage independently. We provide training, SOPs, and tools to hand off seamlessly to your in-house team or VA.

  • Yes. We install dashboards and tracking tools (e.g., Google Analytics, Meta Pixel, CRM reports) so you know where your leads come from, what’s converting, and how to optimize.

  • It depends on your goals. Most brokerages allocate 5–15% of revenue toward marketing. We’ll help create a scalable plan that aligns with your budget—whether you're starting with $500/month or $5,000/month.

  • A lead magnet is a value item (like a guide or checklist) offered in exchange for contact info, while a landing page is the standalone web page designed to promote that magnet. Both work together to capture leads effectively.

  • No. We recommend starting with 1–2 platforms where your audience is most active (usually Facebook and Instagram for real estate). As you grow, we can expand to YouTube, TikTok, or LinkedIn with a plan.

  • Local market insights, client testimonials, video tours, “just listed” or “just sold” features, and educational content (like homebuyer tips) typically perform best across channels.

  • We implement multi-step automated follow-up sequences via email and text. Most leads convert after 5–8 touches—our CRM setup helps you stay top of mind without extra manual work.

  • Yes. All templates are editable, and we help you personalize the voice and timing so they reflect your brand. You’ll get full control to adjust them over time.

  • We can start with stock assets or past deal images and guide you on what to capture first. We’ll also give you a shot list for professional brand photography and video content.

  • We recommend a monthly check-in to review metrics and a quarterly refresh of campaigns, messaging, and content. We’ll provide a reporting dashboard and suggested review calendar.

  • Yes. We can design marketing funnels to support agent recruitment, referral submissions, lunch-and-learns, webinars, or live events—all tracked through your CRM.

  • We use A/B split testing for ads, landing pages, and emails to identify top performers. Over time, we refine based on cost-per-lead (CPL), click-through rates, and conversion rates to boost ROI.

Ready to Turn Your Brokerage Into a Lead Machine?

We’ll help you create a complete marketing engine, from your website to your final closing. Let’s build something that grows with you.