The Referral‑Driven Agent’s Monthly Marketing System
Real Marketing. Real Results.
95% repeat & referral clients isn’t a fluke—it’s a method.
We help agents stay top of mind, build market share, and nurture their sphere — without extra hours.
Year-round client connection plan, mapped out month by month.
The proven client touchpoint system for a thriving referral-based business.
Throughout your real estate career you've been told build your database to build your business. In fact, Gary Keller teaches in the Millionaire Real Estate Agent, "Your database is your business. Building up the number of names in it and a relationship with those names is really at the very core of what building a real estate business is all about. Think of it this way: The size of your real estate sales business will be in direct proportion to the size and quality of your database."
But just having a database isn't enough.
You have to communicate with it consistently!
Gary, the founder of the largest real estate company in the world by agent count (Keller Williams), goes on to say that once your contacts enter into your 'met database' -ie they know you and you know them- and if you market to them consistently 33x each year, "should then result in repeat and referral business at a rate of one referral and one repeat for every twelve people in the program (or a 12:2 ratio*)."
You must stay in touch with them regularly, via marketing & relationship building, for this to work.
If Marketing Consistency Feels Impossible You’re Not Alone.
These are the Real Struggles Agents Face
Let’s be real—most agents want to stay top of mind… but between showings, contracts, and everything else, your marketing is usually the first thing to go.
Does any of this sound familiar
You want a beautiful, on-brand newsletter—but design just isn’t your creative zone (and it shouldn’t have to be).
You’ve got access to all the templates in the world... but you still have to come up with the content.
You’d love to include local stats—but you want them interpreted by an actual Realtor, not just scraped from a national report.
You know that including local events helps you connect socially with your database... but who has the time to dig them all up?
You ride the consistency rollercoaster—when you’re busy, your marketing is the first thing to hit the back burner (and your pipeline shows it).
You need leverage - but not the pressure of hiring, onboarding, or oversight.
It’s not that you don’t want to show up. It’s that no one has given you a true done-for-you solution—until now.
What If You Could Show Up Every Month—Without Doing the Heavy-lifting?
Imagine sending a gorgeous, hyper-local newsletter every month—one that’s actually opened, clicked, and looked forward to.
Imagine mailing beautifully designed postcards your clients keep, not toss.
Imagine all of it handled—designed, written, customized, and sent for you.
That’s exactly what this subscription delivers.
Everything You Wish Your Templates Did—Done for You.
This isn’t just another plug-and-play Canva design or template dump. This is real marketing, thoughtfully created by a fellow Realtor® with a marketing degree, and sent on your behalf—every month.
Whether you choose email, postcards, or both, here's what you get:
Email Newsletters
Monthly digital newsletters tailored for Charlotte real estate agents to help you stay top of mind and let you focus on what you do best.
Your branding, photo & social links
Local market stats written like an agent—not a robot
Seasonal homeowner content & engagement prompts
Curated local events list highlighting fun for all ages and interests
A custom section for your listings, events, blog or offers
Set up & sent for you via Mailchimp
» Submit your updates - I'll take care of everything else.
Direct Mail Postcards
A postcard series that delivers value they’ll actually want to keep—so your brand stays on their fridge and in their mind, month after month.
Eye-catching, on-brand design
Real estate meets lifestyle—home tips, local events, and inspired living
Fridge-worthy format designed to be saved
Your branding strategically placed beside high-value content
Created to build familiarity, spark conversations, and strengthen trust
Designed, Printed, Addressed and Mailed for you!
» No more “Just Listed” mailers. These provide actual value.
Email + Direct Mail = More Touchpoints, More Trust, More Referrals
Double down and Double Up! While email newsletters and direct mail postcards are offered as separate services, you can certainly bundle them together to create an even bigger connection with your people!
Email Stats That Stand Out:
-
Our open rates average 67.68%—nearly double the real estate industry average (35.38%)
-
Each email includes multiple links that drive click-through engagement and insight into what your audience actually cares about
-
Monthly market data + thoughtful local touches = positioning you as the trusted expert
Direct Mail That Connects:
-
42.2% of recipients read or scan direct mail—a higher visibility rate than many emails
-
54% say mail feels more personal than digital messages
-
Thoughtfully designed postcards create high intent engagement—resulting in more repeat & referral clients
-
And yes, they’re created to be kept on the fridge, not tossed in the trash
Created by an Agent, for Agents Who Do it All
The Advantage Behind the Subscription
I've built a 95% repeat and referral business by showing up consistently—through intentional, relevant marketing that actually mattered to my audience. And I didn’t do it by winging it or recycling generic templates.
You’re wearing all the hats—and I get it, because I’ve been there. With a marketing degree, years of experience as a real estate agent, and a clear understanding that mindshare creates market share, I know how critical consistent visibility is.
But let’s be honest: between managing clients, contracts, and closings, it’s unrealistic to expect one person to do it all. That’s why I created a done-for-you marketing solution designed for agents like you—to help you stay visible without the writing, creating, or scheduling on your part. Fully handled, fully branded, and completely off your plate.
You focus on relationships and results. I’ll handle the content that keeps you in front of the people who matter most.
That's what I call a beautiful collaboration!
Pick Your Subscription!
Monthly e-Newsletter
$179 / month
- Monthly branded digital newsletter
- DFY content creation
- Hyper-local geographic statistics
- Custom block for your listings/event/etc
- Includes Mailchimp account management
Direct Mail Postcards
$189 / every 2mo
- Branded to you
- Local connection-driven content DFY
- First-class USPS postage
- Printed, addressed & mailed to your list
- 100 high quality, 6" x 9" UV-coated postcards (addt'l $1.05/ea above 100)
Top of Mind Bundle
$249 / Month
- Everything included in:
- Monthly Digital Newsletter
- Bi-Monthly Postcards (6 / year)
- A SAVINGS OF APPROX $25/mo
- PLUS—discounted setup fee & early access to new offers!
Have Questions? I’ve Got Answers.
-FAQ-
→ Yes. Each newsletter includes a block for your own listings, announcements, events, etc. If you have a blog, I'll aim to link an article that's relevant to that month's theme so we can drive more traffic to your website. You'll receive an automated email on the 23rd of the month with a submission form link to provide details for your listings, events, and/or special announcements (limited to a total of 2) as well as the option to provide one lead magnet link of your choice to include.
→ 100%. Every email and postcard is branded to you. Once you've signed up you'll receive an onboarding form to upload your logo, headshot, contact info, social links and more. If you have brand colors, you'll provide those as well and they'll be incorporated into your designs where applicable.
→ No worries, I'll set it up for you—it’s included!
→ Perfect. I'll just need to know the email address of the Owner or Admin of your account and Mailchimp has a feature that allows me to access your account as a Manager without needing your login information. They'll send you an email for you to approve the access. Here is a quick guide on how that works.
→ At this time it's easiest for our process to stick with Mailchimp. However, I am willing to jump on a call to learn more about what email service provider you are using to see if there is a solution we can offer.
→ Great question! Mailchimp offers a free account for up to 250 contacts. For databases with more than 250 email addresses, the pricing is tiered depending on the total count, which is billed directly from Mailchimp. For up to 500 contacts, for example, their Essentials plan pricing is only $13/mo - this is perfect for what is needed. We can jump on a call to discuss a strategy and the pricing tier and if it is still a good fit then we move forward 🙂
Need to book that call? Click here to schedule a time!
→ Totally understand where you're coming from! It absolutely is safe. During the setup process, you’ll grant me “Manager” access to your Mailchimp account. That allows me to create and send campaigns, import your email list, and view performance reports—but I do not have access to billing info, and I cannot export or download your audience data..
Your database stays yours—always. I completely understand how important your client relationships are—and I treat that with the highest level of confidentiality and respect. My role is simply to help you serve them better, consistently, and with content that reflects your brand.
→ That's the best strategy! This way your direct mailers are hitting the mailboxes of your targeted database—whether that's your current & past clients, your SOI, your farm or a combination of all!
→ Glad you're thinking ahead! The bundle is created intentionally to take as much off your plate as possible, including navigating design options- so I'll take care of it for you. During your onboarding I'll work with you to determine what landing page you want to include on your postcard so I can create a custom QR code to help with engagement and lead generation. Don't worry, they're always designed to be current, relevant and especially local! You can always include your own address on the mailing list if you want to get one too!
→ Nope, no contracts! Once your subscription is set up, you'll be automatically billed monthly. 21 day notice is required for cancellations.
→ Definitely a need-to-know! Currently offered in the Charlotte, NC (Canopy MLS) metro region market, with plans to expand. Contact us if you’re outside the area—we’ll discuss what campaign might look like for you.