Day Zero
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Before our call

A little prep before we build

Answer a few quick things, then pick a time on the calendar.

Everything saves as you type
Step 1 of 4Your name

How should we reference you in your ads?

Where we send the plan
Your assistant, your marketing advisor, whoever else should hear this. Separate the emails with commas.
Step 2 of 4Goals

What would you like to accomplish?

Pick at least 2.

Step 3 of 4Photos

Share your photography

    or
    Paste the link to your Dropbox or Google Drive folder and we will pull what we need from there.
    Step 4 of 4Your CRM

    Upload your spreadsheet

    From your Compass CRM, Mailchimp, wherever your contacts live. Any format works, we just need the emails. 400 contacts or more.

      Last stepBook the call

      Pick a time

      This is the call where we build it all together.

      Your calendar
      Locked

      A few steps left

      Finish the steps on the left and the calendar opens.

      Open the calendar
      Brand strategy
      An example strategy

      Marketing made to keep you in front

      One agent in the middle with three groups of people around them A drawing of an agent at the center. Three segments radiate out from them: past clients who already know them, people across the area who do not know them yet, and people at one specific place such as a club or a school. Each segment holds a small ad card. Your database Across your area One specific place YOU

      Every agent we work with has three groups of people worth staying in front of, and this is the shape of almost every plan we build.

      • CRM ads The people who already know you Your past clients and your whole database, the people who would recognize your name anywhere.
      • Display ads The people who do not know you yet Everyone else across the area you work, quietly starting to think about a move.
      • Geofencing The people at one specific place The club, the school, the building, wherever the people you want are already standing.
      The example math

      Three audiences, one ad each at $300 a month, comes out to $900 a month.

      Over a year that is a little over $10,000 to tell your story to all three.

      Every agent sees this same example, so read it as the shape of a plan rather than as your plan.

      Step 1 of 6Objectives

      Start with you

      The basics

      We already know this much about you, and we are excited to learn the rest.

      Tell us a little more

      These are the few things prep never asked you about.

      Your assistant, your marketing advisor, whoever else should be in the loop. Separate the emails with commas.
      Your last five Required

      Give us a sentence on each one, because this is what we build the audiences from.

      Step 2 of 6Audience

      Four audiences, built from what we've seen work

      What we're building from
      Sharpen it

      Uses your last five and your market

      4

      Nothing built yet

      Step 3 of 6Match

      One tactic per audience

      Same tactic twice is fine. Budgets are never shared.

      The tactics
      Step 4 of 6Creative

      Four ways this could sound

      Your words
      Postcards, newsletters, market emails. Name it and we mirror it.
      Your photos

      Uses the three audiences you kept

      4

      Nothing written yet

      Hit write and four concepts land right here, then you keep whichever ones sound like you.

      Step 5 of 6Payment

      Every tactic is $300

      You confirm each one. Drop a tactic later and the bill drops $300.

      Your tactics from the match step
      Want more reach, people who already know you
      Want more reach, reaching new people
      Your total
      Match your audiences to see the monthly total
      Your monthly total$0

      Two tactic minimum, so the floor is $600 a month

      Most people start at $600 and add later. Month to month, no contract.

      Step 6 of 6Launch

      Pick the day this goes live

      The payment link is sent against your date. Paying it starts your first month.

      Your launch date Required
      Where this stands

        Everything green means your launch is waiting on nothing, and anything amber is the one thing standing between you and live ads.

        The dossier

        Everything you decided

        This is the record of the call. The audiences you kept, the tactic each one gets, the creative you approved, and the date it goes live. It doubles as the refresher for anyone who could not make it.

        Sending it on

        Email it to yourself, your partner, or whoever runs point on your marketing. Download gives you a file to keep, and Print makes a PDF.

        Send it to whoever needs it, and if you leave this blank your mail app will ask.
        Copied to your clipboard
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