Marketing Proposal | Josh Perez

Hey Josh, thanks for the call yesterday. As discussed, I think the best place to start would be with a blogsite as a subdomain on https://www.synergymortgagegroup.com/ or alternatively, as you own the domain perezmortgages.com, but only have email servers connected at this point, you might want to build a new site there! The broker site would be a good option for this!

Regardless of which site you go with, you’ll want to have your blog updated with content. Below you will find demo sites and 3 example articles that demonstrates the type of content we can publish to your blog on your behalf.

HOW TO MARKET YOUR MORTGAGE BUSINESS.

Here’s the plan

U
PHASE ONE

BE REFERABLE ONLINE

/
PHASE TWO

Internal Marketing

0
PHASE THREE

External Marketing

RESULT

CLOSE MORE DEALS

JOSH, YOU’RE IN PHASE ONE

BE REFERABLE ONLINE

PHASE ONE STEP ONE

The website you have at https://www.synergymortgagegroup.com/ accomplishes what it should, however, it could use a blog to keep it updated. This is where the blogsite would do you well. Or, if you’d like to grow your personal brand, a brokersite is a great option as well.

BE REFERABLE WITH A SOLID WEBSITE

Both the blogsite and the brokersite are built with user experience in mind. We can keep our prices low because we limit site customization. Design isn’t nearly as important as user experience, however we’re confident that your new site will both look and work great.

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.

$1245

These sites are simply meant as examples, your site will be customized using your preferred colour scheme and personal information.

PHASE 1 STEP 2

MORTGAGE BLOG CONTENT

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

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

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

You said that you’d like to see more products we offer, well, as I mentioned we’re still working on developing a lot of them now, we expect to roll out a new line in July 2018. However, Phase 2 and Phase 3 will be guided by the marketing framework outlined in the book “Building a Brand Story” by Donald Miller. Here is a link to the first 3 chapters of the book.

We have recently partnered with Jon Morrison from Get Clear Consulting, Jon is a certified story brand guide who does private business consultations. In a 2 hour call, Jon can help you develop a “brandscript” which becomes the foundation for all your future marketing. A brandscript is a marketing plan that helps you understand your ideal client, and teaches you how to talk about your business.

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:

  • Either a blogsite or a brokersite, depending on how you want to position yourself. $495 or $1245.
  • A blog content subscription, 24 articles in 1 year for $995

I should mention that with the content subscription comes maintenance of the site. We publish the content on your behalf, host the site, add SSL security, handle all the security updates, and will format and publish any additional content at no charge. We take care of everything so you can focus your time on brokering!

Feel free to use the contact box below to let me know how you’d like to proceed. I can send an invoice that can be paid online. Once paid, we’ll get started right away.

We estimate that the work will be done within 7 business days.

Send a Direct Message

1 + 2 =