Proposal built for:
Lee Gientke
Please review the details below and hit accept if you're ready to start!
Project Description
Tailored CRM implementation for a multi-property land investment and real estate development business, focusing on streamlining lead generation, communication, and marketing processes.
Project Scope
1. Landing Page StrategyObjectiveCreate a dedicated landing page to capture potential land seller information efficiently.Key ActivitiesDevelop a targeted landing page for land sellersDesign form to capture:Contact informationPhone numberEmail addressProperty detailsIntegrate landing page with Follow Up Boss CRM systemSet up automated lead capture and initial contact workflow2. Strategy ConsultationObjectiveDevelop a scalable and standardized operating procedure specifically designed for land investment and real estate development business model.Key ActivitiesConduct in-depth analysis of current lead generation processCreate a comprehensive roadmap aligning with:Direct mail campaign strategiesDoor-to-door visit trackingLand parcel acquisition process3. Communication OptimizationObjectiveStreamline communication channels for effective engagement with potential land sellers.Key ActivitiesCustomize email and text message templates for:Initial contact outreachFollow-up communicationsDevelop a consistent communication strategyCreate templates adaptable to different stages of land acquisition process4. Contact and Property ManagementObjectiveCreate a robust system for organizing and tracking contacts and potential land listings.Key ActivitiesImplement advanced contact categorization:Potential land sellersNew leadsContacted prospectsDevelop a dynamic staging system that tracks:Initial contactInterested leadsNegotiation stageClosed deals5. Action Plan DevelopmentObjectiveDesign targeted action plans to nurture relationships and manage the sales pipeline effectively.Key ActivitiesCreate customized action plans for:New land seller leadsActive opportunitiesPast clientsStale contactsIntegrate multi-channel follow-up strategies:Personalized emailsTask remindersDetailed note-taking system6. AutomationObjectiveImplement basic automation to maintain engagement and operational efficiency.Key ActivitiesSet up trigger-based automations for:Lead stage transitionsFollow-up sequencesApply filtering based on:Lead sourceCurrent stageLast communication date7. Lead Re-engagement StrategyObjectiveDevelop a systematic approach to managing and reviving inactive leads.Key ActivitiesCreate "ponds" for categorizing:Dormant land seller leadsPotential future opportunitiesImplement re-engagement approaches8. Intelligent SegmentationObjectiveEnable precise targeting and personalized communication.Key ActivitiesDevelop smart lists based on:Engagement levelsProperty preferencesCreate dynamic segmentation for targeted marketing9. Tagging StrategyObjectiveEnhance contact organization for precise tracking and reporting.Key ActivitiesImplement a robust tagging system for:Lead sourcesProperty typesCommunication preferencesEnable advanced filtering capabilities10. Comprehensive Training and SupportObjectiveEmpower the team with comprehensive knowledge and ongoing support.Key ActivitiesDevelop detailed training materials:User guidelinesBest practices for lead managementConduct live training sessions:System overviewHands-on usage demonstrationQ&A and customization support
Pricing
All payment is made upfront for FUB set up projects. If project is terminated early, actual work done will be billed at $250/hour.
Total Base Cost: $6,500 flat cost
Additional Fees:
$250 hourly rate for any additional items outside of this proposal. This includes a large quantity of data manipulation during imports/exports as well as Zapier Integrations and Rules. This would be discussed before accruing any charges.
Notes
Please note: This does not include the price of FUB system software or other software referenced.
The pricing for FUB is here and you would own the system and all the data, we're just doing set up: https://www.followupboss.com/pricing/
WHAT PEOPLE SAY
Rachel Van Cleave
The Stratton Group
"By the end of our sessions, I was proficient in our systems, I had a clear understanding of how our agent trainings need to go, and how to effectively manage our leads."
Nat Ferguson
owner AT FERGUSON REALTY
"Lee and his team helped me create a plan that brought meaningful growth to my brokerage, so much so that I crushed my 5 year plan in 18 months."
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