🔹 Expertise
Before the rise of seamless automation and AI-first funnels, success hinged on disciplined workflows and psychological nuance. This strategy relied on deliberate sequences, crafted emails, and hands-on segmentation. In a world not yet led by avatars, the edge belonged to those who wrote with clarity and closed with presence. This wasn’t just tech — it was tact.
🔹 Brief
Most agents in 2019 were still relying on generic CRMs and “spray-and-pray” email blasts. The goal here was precision — tailoring every stage of the funnel with handcrafted messaging, local nuance, and organic trust. No AI, no bots — just deeply human copy supported by lean tech.
🔹 Goals
• Build a real estate funnel rooted in timeless psychology
• Create a lead experience that felt curated, not automated
• Implement segmented email sequences that nurtured without nagging
• Deliver trust through visual consistency and messaging alignment
🔹 Approach
Starting with a manual intake process, we built segmented pathways for buyer types: investor, family, relocator. Each received a tone-specific welcome series written by hand, then dripped through Mailchimp or ActiveCampaign.
Rather than automation, we leaned on presence — timely responses, warm intros, branded PDFs, and open house invites. Each touchpoint was tracked with UTM tags and Google Sheets. Every win was earned, not scripted.
🔹 Solutions We Offered
• Manual CRM tagging with segmented drip campaigns
• Welcome sequences tailored for buyer psychology
• Branded digital brochures & open house RSVP flows
• Spreadsheet-based lead tracking with UTM insights
• Consistency training for agents managing tone & timing
• Copy-tested subject lines and CTAs for higher open rates
