Marketing Proposal | May 8th, 2018.

Prepared by Jackson Middleton | KiltedMedia

Click to watch your personalized video.

Prepared for Jeffrey Medley

Why KiltedMedia?

We understand that your time is better spent writing mortgages than it is crafting marketing materials. We also understand that it’s hard to outsource your marketing with confidence because of the intricacies in the mortgage industry. As we work exclusively with mortgage professionals in Canada and we got our start in writing mortgages, not marketing, we truly know your business and are happy to partner with you. Let us handle your marketing, together we can take your business to the next level, and you can be closing more deals.

HOW TO MARKET YOUR MORTGAGE BUSINESS.

Here’s the plan

U
PHASE ONE

BE REFERABLE ONLINE

Most successful mortgage professionals in Canada are great with people. This is a relationship business. When someone passes your name, and you get googled, what comes up? How many people have looked for you online, but didn’t find anything that inspired them to call you? Being referable online starts with a responsive website that is kept up to date with mortgage content.

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PHASE TWO

Internal Marketing

Once you have a solid online presense, the next step is to be present with your existing clients. They already know you, like you, and have trusted you. You should have multiple connection points with these people. They are your best chance to get warm leads through referrals. You need an online and offline strategy to stay in touch. Those strategies should work in tandem.

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PHASE THREE

External Marketing

Only once you have a solid online presense and you have a plan in place to keep in front of your existing clients, should you consider external marketing to attract new clients online. The goal here is to be very specific with the type of clients you want to work with, both on a product and a location bases. The shotgun approach to online marketing is a terrible idea.

RESULT

CLOSE MORE DEALS

With a solid online presence, a plan in place to connect with your existing clients both online and offline, and a targeted marketing campaign to reach new clients, you’re bound to generate more leads, talk with more potential clients, get in front of people who value your service, and in turn you can expect to grow your mortgage business exponentially.

JEFF, YOU’RE IN PHASE ONE

BE REFERABLE ONLINE

PHASE ONE STEP ONE

As discussed, the website you have in place right now at http://www.medleymortgages.com/ is solid, although designed for real estate professionals, it accomplishes what it should. It’s responsive, kept up to date, and has calls to action. However, as the site isn’t on WordPress, and we don’t want to mess with the real estate blog, my suggestion is to go with a blogsite as a subdomain where we can schedule your dedicated mortgage content. You would then simply add a tab to your existing site under news – and a drop down that would indicate real estate news or mortgage news.

My suggestion is that we go with mortgagenews.medleymortgages.com and skin the blogsite to look like your site with the same colour scheme. You can then use the blogsite to host content and share that content socially or through your newsletter.

Have a look at the other site options, but I think a blogsite is a perfect fit for you.

BE REFERABLE WITH A SOLID WEBSITE

Have a look at our three options below. As we build sites with user experience in mind, we limit customization, but we promise it’ll look hot and you’ll love it.

The Blogsite

Ideal if you already have a decent website but need a platform to display your content.

$495

The BrokerSite

A simple and clean website designed with user experience in mind.

$1495

The ClientSite

A site designed using a customized “Brand Script” with a client sales focus.

$2295

PHASE 1 STEP 2

A content package to keep the site up to date is a great way to be “current”, people want to see a proof of life on your site, and an updated blog accomplishes this. Having the content published to your blog also gives you material to share with your existing clients. This can be through social media, or a newsletter. The point is, rather than sharing articles that drive people away from you, and to someone else (ex National Post or Globe and Mail), share articles that are on your blog, driving them to you! Although we sell packages of 24 or 48 articles, I would suggest starting with 24, and if you’re finding you could use more, we can always upgrade to 48 at the same discounted cost.

MORTGAGE BLOG CONTENT

We publish relevant mortgage blog content to your site while you’re working on writing mortgages. Below are three sample articles.

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HAVING AN UPDATED BLOG GIVES CONFIDENCE TO POTENTIAL CLIENTS THAT YOU WANT THEIR BUSINESS.

24 ARTICLES – $995/Year
or 48 ARTICLES – $1490/Year

PHASE TWO

INTERNAL MARKETING

PHASE 2 STEP 1

A very easy way to stay in touch with your existing clients is to employ a newsletter. Our belief is that you can’t automate authenticity, so to be successful with a newsletter, the process won’t be completely hands off. But, we can take care of the initial setup, that is loading your existing clients into Mailchimp, so you can communicate with them. We can also help with formatting each newsletter before it goes out, and add links to the content on your blog. However, to really connect with your clients, it would be best if you wrote a blurb each newsletter, to add some personalization.

As we discussed, you have someone that can handle sending out the newsletter on your behalf, we would still be available with any questions should the need arise, so I have only included the cost of the setup below. We can work with you on a custom design for the template, sticking with the colour scheme from your site and blogsite.

Newsletters

Mailchimp is our newsletter service provider of choice. We can set you up with a Mailchimp account, export your existing client database from Filogix and import the CSV, design a custom email template with header and footer, send out an initial email to your database, and create subscribe buttons on your website or provide you with the API.

Newsletters keep you top of mind with your clients and will generate referrals!

Mailchimp Database Setup is typically $495,
but as we discussed, I can drop the price to $295.

We’re currently working on new products that can be used in Phase 2, but they aren’t ready yet. Let us know if you want to be contacted when we roll out our online/offline drip campaigns.

PHASE THREE

EXTERNAL MARKETING

Let’s manage Phase 1 and 2 first, then move onto Phase 3 once they’re both in place.

Let’s Get Started!

Based on our recommendations your starting point includes:

  • Blogsite $495 setup fee – on subdomain.
  • Content $995 for 24 articles should be enough. We can always add more later at the same discounted price.
  • Newsletter subscription $295 discounted price.

I think that should do it, If you have any questions please let me know, email is the best way to reach me. jackson@kiltedmedia.ca

Your Estimated timeline to complete this project would be roughly 10 business days.

If this all sounds good and you’d like to go ahead with everything, I have created an invoice that can be paid online. Simply click the button below, enter your payment information, and we’ll get started right away.