Internal · Marketing Plan Execution
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Marketing Plan Execution

Channels, what's executable now vs. needs setup, attribution, and budget. Pulled from Tuesday's marketing plan meeting; revisit weekly with Tizi.

5Channels live
3Next 30 days
7Future / paused
$2,400Monthly budget proposed

Execute now (live or 1 week to launch)

✓ Live

Direct mail · "Board President" letter

Quarterly drop to ~430 unmasked board presidents and treasurers at competitor-managed associations.

AudienceBoard presidents, treasurers
Volume~430 first drop
Cost~$0.85 / piece (Page-per-Page)
Drop cadenceQuarterly
CTA30-min discovery call
AttributionUnique 850 number
✓ Live

Direct mail · "Treasurer audit-readiness" letter

Smaller targeted drop to treasurers. Different angle: financial controls + transparent reporting.

AudienceTreasurers only
Volume~25 quarterly
Cost~$0.85 / piece
CTAFree reserve consultation
✓ Live

Title-company partnership outreach

Top 10 Tallahassee title firms. Personal email + bookmark to estoppel-ordering page. Recurring estoppel volume = recurring revenue.

AudienceTitle officers
Volume10 firms · 1:1 outreach
Cost$0 (sales time)
CTABookmark estoppel ordering URL
✓ Live

SEO content engine

2 long-form articles per month on Florida HOA topics. Targets money keywords from §VII of the manual: "estoppel Tallahassee", "FNMA 1076 Florida", "switching HOA managers", reserve study deadlines.

AudienceBoards searching
Cost$0 (content time)
AttributionGA4 + Search Console
✓ Live

Google Business Profile

Weekly post, photo refreshes, review-request automation. Goal: 50+ reviews ≥ 4.7 in 12 months. Currently most local competitors have under 20.

AudienceLocal-pack searchers
Cost$0 (GBP is free)
CTAClick-to-call

Next 30 days (in setup)

Future / paused

Later

LinkedIn / Facebook ads

Targeting "HOA board member" demographic. Test in Q3 once direct-mail performance is benchmarked.

Later

Local podcast / YouTube guest

Tallahassee Real Estate-style shows. Easy yes for guests; valuable backlinks. Schedule 1 per month starting Q3.

Later

Chamber + FCAP sponsorships

Tallahassee Chamber and FL Community Association Professionals. ~$1,500/yr combined. Brand legitimacy + backlinks.

Later

Developer relationships

New construction (Welaunee, SouthWood expansion). Capture management contract at turnover. Long sales cycle but high LTV.

Attribution & budget

Tracking

How we attribute leads

Direct mail = unique 850 phone number per drop. Email = UTM tags + GA4 conversion. SEO = Search Console + GA4 organic. Google Ads = native conversion tracking. Title-company referrals = bookmark URL with ?ref=tc.

Goals

12-month targets

3 net-new boards from outbound · 50+ Google reviews ≥ 4.7 stars · 25% increase in estoppel volume · 1 inbound proposal per week from organic search · < $1,500 cost-per-board-acquisition.

Budget

Proposed monthly spend

Direct mail $400 · Google Ads $900 · Resend $50 · Memberships (TBR, FCAP, Chamber) $200/mo amortized · Sponsorships $200/mo amortized · Tools (call-tracking, GA4) $150 · Content ($500 retainer or in-house) · Total: $2,400/mo.

Sunbiz mailing list builder

Live tool: the Competitor Property Targeting page handles the Sunbiz unmask pipeline. Pulls competitor RA list, cross-references Leon County Property Appraiser, suppresses CAM clients, exports a clean CSV for Page-per-Page mail merge.