Baltay Media

Real Estate Client Acquisition

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going live

Get ready for launch day...

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WHAT THIS COVERS

What to expect leading up to launch day

Reporting & Communication

GOING LIVE PROCESS

- DAY 1 -

✅ ALREADY DONE

COMPLETE ONBOARDING PORTAL (STEPS 1-4)

Buy domain for your website

Send us the domain you got

Sign up with Real Geeks

Sign up for Google Ads

Add payment profile to account

Send us your account number

Sign up for Follow Up Boss

Send us your account login

Sign up for Calendly

Configure your account

Create the event

Add the event workflows

Send us the event link

- DAY 1 -

✅ ALREADY DONE

SCHEDULE YOUR ACTIVATION SESSION (STEP 5)

- DAY 1 -

START TO EXPLORE THE CLIENT RESOURCES (YOU ALREADY ARE)

- DAY 1 -

WE BUILD OUT YOUR CRM

- DAY 1 -

WE TEST YOUR CALENDLY EVENT & WORKFLOWS

(Disregard the test event that we book)

- BY DAY 4 -

WE MEET FOR YOUR ACTIVATION SESSION

Ensure everything on your end is set up

Go over our Google Ads strategy

Explore your CRM's functionality

Review our lead nurture process

Walk through the hot lead process

Talk through short & long term strategy

Go over timelines + what to expect

activation session ends...

- BY DAY 6 -

YOU COMPLETE FINAL SETUP STEPS

(Click the *lock icon* above to get started

*WE CAN’T GO LIVE UNTIL YOU COMPLETE THESE STEPS*

- BY DAY 7 (at the latest) -

REAL GEEKS ALERTS US THAT THE WEBSITE IS READY TO BE HOSTED

- BY DAY 7 (at the latest) -

YOU HOST THE WEBSITE ON YOUR DOMAIN TO LAUNCH THE SITE

(Click the *desktop icon* to get started)

WE IMMEDIATELY START BUILDING OUT THE GOOGLE ADS CAMPAIGN

ADS GO LIVE LESS THAN 48 HOURS LATER!

REPORTING & COMMUNICATION

Daily updates on progress via email

Week 1 progress report via email

Check in call over phone/zoom if needed

Week 2 progress report via email

Week 2 walk-through meeting on Zoom

Week 3 progress report via email

Screen recording going over nuances

Week 4 progress report via email

Month 1 report via email

First month check-in meeting on Zoom

Week 5 + 6 progress report via email

Month 2 report via email

Month 2 strategy session on Zoom

Month 3 report via email

Month 3 strategy session on Zoom

Quarterly Report via Email

Monthly reports via email

Monthly strategy sessions on Zoom

Quarterly overview reports via email

Quarterly meet-ups on Zoom

Yearly overview & analysis reports

NOTES ON REPORTS


Reports cover all Google Ad campaign metrics along with lead metrics

Reports will also note improvements/bottlenecks & add context to the metrics

Weekly reports will be sent the first 4 weeks - weeks 5 & 6 will be combined for a bi-weekly report

After week 6, weekly reports stop and we move to a monthly report cadence

Bi-weekly reports can be sent out upon request after week 6, but are not normally needed

Monthly/Quarterly reports provide a more comprehensive and stable view of performance, reducing the noise & fluctuations that occur on a weekly timeframe

NOTES ON COMMUNICATION


After having a few meetings the first month, we'll move to a monthly meeting cadence

After month 3, we may find that a monthly meeting isn't needed - In that case, we'll meet every other month or once a quarter

If a monthly meeting isn't 100% necessary, it will be substituted with explanations/overviews via email & a screen recording analysis

The bare minimum after month 3 is a quarterly meeting

We'll be in regular contact week to week, or even daily in some cases via email/phone/text

A line of communication will always be open - you'll be responded to within an hour, 7 days a week

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