Hinkey Team
OBJECTIVE
Support contact database organization and automation, developing a lead generation solution to follow up with contacts, creating a digital solution for shadow files, email marketing & outreach.
PROVIDED ASSETS
ACTION ITEMS
Database Management (Total Expert)
Excel Spreadsheet
Digitizing Paper Files
Tagging contacts with loan amount, loan rate with their contact information (first, last, email, phone, address)
Connect to LinkedIn
Overall backup system
Lead reminders - set up a number of names/contacts to reach out to each week. This would automatically be assigned to one or more individuals to follow up, add notes to Total Expert.
Number of hours will depend on the database size, number of items tracked per contact, etc.
RECOMMENDATIONS
Email Marketing (mail chimp, or constant contact - connected to Total Expert)
Email outreach campaigns - recommend to do monthly outreach
Design/Develop a template for email outreach (Setup fee starts at $750)
Create content monthly (usually starts at $450 per email)
Connect database into email campaigns and ensure they are automatically
Website
Integrate any leads from the website into Total Expert
ADDITIONAL OFFERINGS
Other services available:
Branding & Design including logos, typography, and imagery
Website Editing/Maintenance
Social Media Marketing
Print Marketing
PRICING
I can provide a more comprehensive cost of these services once I take a look at your systems and learn more about how you have everything set up. In general, I charge $150 per hour and bill monthly. Some of my clients have a monthly budget - we can work something out like that depending on your goals and timeline.
ESTIMATED START DATE
November 1, 2024
ESTIMATED TIMELINE