S.03 / Marketing · Project + optional monthly review · plan in 2 weeks
Marketing strategy & results system
The plan before the tactics, and the scoreboard after them - so nothing is spent on autopilot.
Covers: Marketing Strategy · Marketing Results
Agents rarely lack marketing activity; they lack a reason for it. A boosted post here, a letterbox drop there, a website rebuilt whenever the mood strikes - money moves, and nobody can say what a listing costs to win or which channel actually produced the last three.
This engagement produces two things: a strategy you can run for 90 days without a meeting, and a results system that tells you, in numbers, whether it worked. It is deliberately the first thing we recommend to any agent buying more than one service - strategy is what stops the rest being expensive guessing.
| Situation audit | Your last 12 months: sales, lead sources, database health, spend by channel, cost per appraisal where it can be reconstructed |
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| Goals + pipeline maths | GCI target worked backwards to appraisals per month and the conversion rates to move |
| The 90-day plan | Channel by channel: what runs, at what cadence, at what budget, owned by whom - one page, printable |
| Content pillars | The proof / local authority / personality mix defined for your patch, with a batching calendar |
| Measurement setup | Analytics events, call tracking approach, lead-source tagging in your CRM, one dashboard |
| Monthly results review (optional) | 30 minutes, same scoreboard every month: spend, appraisal leads, cost per lead by channel, decisions |
Audit
Data gathered, channels reviewed, database inspected
Plan
Strategy drafted, budgets set, walked through live
Instrument
Tracking installed so day one is measured
Review
Optional monthly cycle: read the scoreboard, reallocate, repeat
- A written plan the whole team can execute - the end of reactive, mood-based marketing.
- Cost per appraisal lead by channel, visible monthly - the one number that governs where money goes next.
- Quarterly reallocation decisions made from data, not from whichever rep called last.
Q.01How is this different from a coach?
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Q.02What if I already have momentum?
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Q.03Do you execute the plan too?
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Pairs well with: Appraisal funnels, email & SMS · Paid advertising & retargeting
The thinking behind this service, free: The vendor lead system
Marketing by the team that runs this site
The funnels, market sheets and content system on agent.casa are our own work, live and measurable. We build the same machinery for agents.