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Mortgage Equity Partners

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.

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 $500)

  • Create content monthly (usually starts around $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

To begin work, I ask for a deposit of $500. This amount will be credited back toward the work in the first billing month. 


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

August 1, 2024

ESTIMATED TIMELINE

Ongoing - database project can start once contract is signed and deposit of $500 is received.
Small Green Plants

QUESTIONS?

Thank you for considering Moonlighting Technology for your business.
WEBSITE PORTFOLIO
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