In our assessment, we’ll dive in and uncover challenges, opportunities and goals across the following areas:
Process, Data & Technology
We’ll jump on a screenshare to get a feel for your existing technologies and processes.
We’ll go from start to finish of the customer life cycle, from inbound marketing through to close and renewal.
We’ll dive into the tech to identify untapped opportunities and limitations, including your website, marketing stack, CRM, and mortgage origination system.
We’ll seek to further understand who the key stakeholders are in your team and how they contribute to your strategic goals.
We’ll meet with these stakeholders and get a deeper sense for what’s working or can be improved.
We’ll explore your brand values, brand voice and visual identity. We discuss where you are and where we’d like to be.
Next we’ll capture our findings in a deliverable that both summarizes our assessment and maps a suggested path to capitalize on opportunities identified.
We’ll take advantage of opportunities and implement industry leading technologies and processes that work to align marketing and sales.
This could be a beautiful, content rich website that converts more leads and / or a marketing and sales ops system to segment and nurture leads to close with personalized email campaigns.
Alignment is key to long term success, so we’ll train and rally your team around these improvements, so sales and marketing are in synergy working towards the same goal.
Before the acceleration phase begins, we map your goals to actionable metrics and key performance indicators to make sure that we are driving in the right direction.
We’ll ensure the system reports these KPI’s so the entire team can make data driven decision on an ongoing basis.
We’ll then hit the ground running with marketing and put our full focus on results.
We’ll launch our strategic messaging campaigns to our targeted segment lists, think first time buyers, divorcees, realtors, wherever they are in the life cycle.
These lists will keep growing as our new tech and process turns more visitors into subscribers. Each campaign will be tested against the market and optimized based on returned data.
We’ll serve as your ongoing marketing specialist, working in sync with the team. You can choose a monthly subscription package that suits your growth ambitions.
Services include Search Engine Marketing, SEO, Content marketing, Realtor engagement, Cross Platform Social Media Management and Ad Retargetting.
We’ll run A/B tests and will continuously assess and adjust the sales and marketing approaches to optimize efficiency and results.
As your virtual marketing team, we’ll work hand in hand with you on strategy, on an agile weekly meeting. We run this meeting in the Traction Level 10 format and we’ll be happy to train your team around the methodology that gets results, while holding key stakeholders accountable. This way we stay focused and efficient. We’ll organize our efforts on a Trello board to launch, measure and learn on our efforts and hold each other accountable to deliver on ongoing tasks and projects.