Kate StechschulteAshley Luke

Ashley KlaassenRebecca Amboy

•The Problem

•Legal Considerations

•Market Situation

•Budget Constraint

•Promotional/Media Strategies

•Agent Analysis and Target Audience

•Branding Benefits

•Competitors

1. To achieve referral rates of 60% of in-house services by real estate agents within the time frame of one year.

2. To amplify sales by 5 to 10 percent to the specified market within a certain time frame of one year for each entity (mortgage, insurance, and title)

1. 85%-100% recognition of the new unified brand and services.

2. 100% increase in brand knowledge by both agents and financial service employees.

• The brand promise is to build and strengthen the B2B partnerships between the agents and 3 financial services, benefiting both sides and gaining a sense of trust.

•Newsletters

•Posters/Banners

•Luncheons

•Brochures

•Website

•Newsletters

•Posters/Banners

•Luncheons

•Website

•Press Releases

Brochures5000 tri-fold= $350

Posters$100 each X 12 mo. X 5 branches=$6000

Frames$20 each=$1200

Luncheons~$1000/bi-mo=$6000

Website$500 start-up cost

Plus $300/month for updates

Total=~$17,650

Objectives

1. 60% referral rates

2. 5-10% sales amplification

3. Emphasize on habitual behavior

4. 85-100% recognition of the new brand

Measurement Tactics

1. At closings, track employees involved in transaction

2. Track sales and compare to pre-campaign

3. Survey employees for interaction

4. Survey employees for knowledge of new brand

Any questions?

Thank you for this opportunity!