The Opportunity

Mike’s business was doing well. Even without marketing help, it was going to continue to go well. But “good enough” wasn’t good enough; Mike wanted to grow his business to the next level.

His goal was simple: Level up his brand, create a more powerful message, and start attracting higher level investors. However, as a real estate investment company, there are rules dictating how he can (and cannot) promote his business. Any strategy created had to work around those limitations, without sacrificing the end goal of getting more clients.

Something Had to Change

Mike needed a marketing strategy that would guide him to that next level. He contacted Margo to see what it might look like to work together, and how a brand and marketing strategy could help him reach his goal.

However–Mike had worked with marketing strategists before. He had big, clunky documents filled with recommendations, and they were useless. He couldn’t do anything with them. What he needed was something actionable. Something he could actually use to grow his business.

Our step-by-step marketing playbook, and the six-week one-on-one process that came with it, provided the information, guidance, and structure he was looking for.

Team working

Our Approach

Mike’s number one goal was to level up his marketing and brand to start attracting a higher level of investors. We started by reviewing his current brand and marketing,

There were a lot of opportunities. From a dated, unclear website to inconsistent messaging, it was clear that Mike knew what he should be doing, but wasn’t sure how to do it all effectively.

Six Weeks of Sessions

Over the course of six weeks, we worked with Mike on his brand message, his content and lead generation strategies, his overall web presence, and how he was using social media.

We delivered a marketing strategy that was designed to help Mike meet (and exceed) his business goal, including six months of weekly strategy and a bonus strategy call six months after our last meeting, to check in and provide any additional support or advice needed at that time.

Strategy Highlights

  • New Brand Message
  • A Clearer Insight into What His Business Really Offers
  • New Sales Funnel
  • YouTube Video Optimizations
  • Automations, to Make Marketing Easier
  • Guide for In-Person Events
  • Podcast Strategy
  • How to Write Case Studies and Leverage Reviews
  • Website Recommendations (Including a Wireframe for His Home Page and Landing Pages
  • Six Months of Weekly Step-by-Step Marketing Strategy

Starting Design

New Design

Investment Classes to Increase Brand Awareness and Authority

To increase local awareness of his business and to position himself as an expert, Mike now teaches new investors how and why to invest in multifamily properties.

Results

At our six-month check-in, Mike spoke about the exciting new changes within his company. By implementing some of our strategy, he was so busy with new opportunities that some of the larger parts of his strategy took a little longer to implement. He’s since finished implementing almost everything, from a crisp new website to a stronger lead generation process.

Along the way, his business has been featured on investment and real estate podcasts, has been asked to speak locally about what he does, and is building a community of investors, potential investors, and fans around his brand.

“I’ve had a marketing strategy done previously and it was a throw away. Then I found Margo. Margo is amazing at what she does. To my marketing strategy she brought a lot of clarity and direction. She created a clear and progressive roadmap that makes the overall strategy achievable.”

Mike Beer

Owner, Mike Beer Investments