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Marketing rebrand + CRM Quickstart

$499.00 $799.00

This is for agents who are tired of chasing sticky notes, DMs, and random spreadsheets to remember who to follow up with. With smart lists, tagging, and an automated new-lead workflow, you’ll stay organized and respond faster - without doing more work.

This is for agents who are tired of chasing sticky notes, DMs, and random spreadsheets to remember who to follow up with. With smart lists, tagging, and an automated new-lead workflow, you’ll stay organized and respond faster - without doing more work.

  • Website

    • Branding installed (logo/colors/fonts)

    • Headshot + bio placement

    • Home page layout setup

    • Contact page setup

    • Basic CTA buttons

  • Digital Business Card (created + linked for easy sharing)

  • Social Media- Bio Optimization

    • Updated name + keyword strategy

    • Clear “who I help” + location positioning

    • Strong call-to-action + contact info formatting

  • Social Media- Highlights

    • Highlight categories created + organized

    • Cover icons added to match your branding

    • Suggested highlight structure (ex: Start Here, Buyers, Sellers, Reviews, About Me, Local Favorites)

  • Link in Bio

    • Custom link-in-bio page built (branded + clean layout)

    • Buttons added for key links (website, contact, listings, lead magnets, etc.)

    • Connected + tested to ensure everything works properly

  • Canva Brand Set-Up (Pro Version Only)

    • Brand Kit created (fonts + colors + logos uploaded)

    • Custom Canva folder organization built for easy posting + repeatable content creation

  • Profile + branding setup (photo, logo, colors)

  • Import up to 500 contacts

  • Tag system installed (basic)

  • 1 basic smart list

  • 1 simple follow-up workflow (new lead)

  • 2 lead capture forms

  • Mobile app setup instructions