Sales Advisors Marketing Processes

Table of Contents

1. Process To Audit MLS Listings

2. Process To Audit Rockhaven Homes Community Website Page

3. Process For CRM Management

4. Process For Community Signage

5. Process for Creating Community Marketing & Staff Calendars

6. Process for Ordering Community Supplies

7. Process for Social Media Marketing

Process To Audit MLS Listings

Who is Responsible: Sales Advisor

What is the Goal: To ensure all listings are accurate in MLS and on the website

How will it be Achieved: By Following the below procedure

Why is this Important: To ensure we are advertising correct pricing and information to potential buyers

Process To Audit MLS Listings

• Sales Advisors are responsible for adding listings and uploading photography into the FMLS and GAMLS. Listings should be audited on a weekly basis to update real time photography and to ensure price accuracy with Lot Vue.

• Use the FMLS and GAMLS Listing Review Checklist form as a guide to make sure MLS listings are correct.

• Stock Rockhaven photography can be found in Construction and Sales Channel in Teams>Rocknet

• Utilize ChatGPT to create FMLS listing descriptions.

Remember : All FMLS are fed into our website so we must ensure all listings are correct and up to date.

Who is Responsible: Sales Advisor

What is the Goal: To ensure all website community information is accurate in MLS and on the website

How will it be Achieved: By Following the below procedure

Why is this Important: To ensure we are advertising correct pricing and information to potential buyers

Process To Audit Rockhaven Homes Community Website Page

Sales Advisors are responsible for auditing their community website page.

• Weekly audits should be done on all AVAILABLE HOMES tabs. All listings are fed through FMLS. If they are entered in FMLS they should feed directly automatically through to the website. All updates including photos take 24 hours. If listings do not appear on the website contact the Marketing Director immediately.

• Monthly audits should be done on the 2nd Tuesday of every month to ensure accuracy of all other website contact. If any changes need to be made please contact the Marketing Director.

Process For CRM Management

Who is Responsible: Sales Advisor

What is the Goal: To ensure all prospective buyer, homeowner and agent data is updated in the CRM

How will it be Achieved: By Following the below procedure

Why is this Important: To successfully market to customers

Process For CRM Management

Sales Advisors are responsible for updating and maintaining their community CRM platform, these responsibilities are to include:

• Entering traffic in Lasso

• Scheduling activities

• Sending marketing templates

• Answering web leads

• Sending mass emails

• Integrating buyers into IHMS

Lasso manual and Lasso videos are located in the Teams Channel Construction and Sales

>Rocknet

Process For Community Signage

Who is Responsible: Sales Advisors are responsible to monitor that signs are installed.

What is the Goal: To ensure that all Rockhaven communities have appropriate off site signage to drive traffic to Rockhaven communities.

How will we achieve this: By following the below procedure

Why is this important: To ensure that all Rockhaven communities are able to capture and guide in drive by traffic.

Process For Community Signage

Sales Advisors are responsible for ensuring all Rockhaven signage is erect and clean.

Rockhaven Homes pays to have signage displayed for marketing efforts and the Marketing Director needs to know immediately if there are missing signs.

WEDs

Weekend directionals (WEDs) are placed in strategic locations every Friday evening to drive weekend traffic. All Sales Advisors are to ride their WED routes on the 1st and 3rd Saturday of every month. WED maps are provided in community binders, if you do not have your WED map please contact the Marketing Director for a copy.

Take your WED map and drive your route BEFORE 11am on the above mentioned Saturdays. Mark an “X” on any missing signs and take a photo of the marked up route. Email designgraphics@teamprecision.org and the Marketing Director a photo of missing signs BEFORE NOON on Saturday. The sign company will reinsert any missing signs on Saturday. If there are any issues there is a contact number at the bottom of the WED map.

OSDs:

Large Offsite Directional Signs (OSDs) are located in strategic locations where allowed. If available, an OSD map will be provided in the community binder. Please confirm with Marketing Director for OSD confirmation. If your community has any OSDs you must drive your sign locations the 15th of every month to make sure signs are still erect and are clean. If there are any issues with these OSDs please contact the Marketing Director immediately.

WED and OSD maps are located in Teams Channel Construction and Sales Team in their community folder.

Process for Creating Community Marketing & Staff Calendars

Who is Responsible: Sales Advisors are responsible for creating monthly marketing and staff calendars

What is the Goal: To ensure that all Rockhaven communities are marketing to local agents, buyers and homeowners

How will we achieve this: By following the below procedure

Why is this important: To ensure that all Rockhaven communities are able to generate new traffic plus leverage current homeowner referrals

Process for Creating Community Marketing & Staff Calendars

• Rockhaven Sales Advisor are to create a monthly Marketing Calendar that incorporates all community and broker marketing events for their community.

• Sales Advisor will combine monthly staffing calendar with the corresponding monthly Marketing calendar to combine all information. Sales advisor will email to the Rockhaven Homes VP Sales/Sales Manager by the 20th of each month for the next month, and then will save to the Teams folder. Sales Advisor will submit their Marketing Calendar as a 90 day forward planning of events for their community.

• Monthly templates can be found in Teams Channel Construction and Sales >Rocknet>Marketing & Staffing Calendars Templates. A marketing calendar sample can also be found in that folder.

Process for Ordering Community Supplies

Who is Responsible: Sales Advisors are responsible for keeping model homes stocked with printed marketing pieces as well as model home supplies

What is the Goal: To ensure that all Rockhaven model homes have all needed materials for potential customers and clients

How will we achieve this: By following the below procedure

Why is this important: To ensure the best representation of Rockhaven homes to potential buyers.

Process for Ordering Community Supplies

• The Marketing Director places all model, office supplies and sign orders on a weekly basis. Turn in the Collateral Toiletries Supplies and Signage Order Form on Monday by noon. Model supplies and signage can be picked up the following Monday at the Corporate office.

• Ordering forms can be found in Teams Channel Construction and Sales >Rocknet

Process for Social Media Marketing

Who is Responsible: Sales Advisors are responsible for weekly social media postings

What is the Goal: To market to real estate co-ops and potential buyers

How will it be Achieved: By strategically planning weekly postings through various social media channels

Why is this Important: To ensure a consistent weekly marketing message for Rockhaven Homes to increase SEO and online leads

Process for Social Media Marketing

• Sales Advisors are responsible for updating their Facebook, Instagram and LinkedIn pages on a weekly basis. A minimum of 3 social posts must be done each week. Sales Advisors are expected to take videos and high quality photos to showcase available or model homes as well as any standout features offered at the community. Make sure #Rockhavenhomes is tagged in every posting.

• Utilize ChatGPT to create social media postings.

• Follow all Rockhaven Homes social media channels. Like, share and comment on every Rockhaven Homes post as they are posted with your Sphere of influence and networking groups.

Sales Advisors to post on their social platforms by providing direction on policies and best practices outlined below.

Expected & Encouraged Agent Behavior on Social Media

Utilize social media best practices with respect for Rockhaven Homes, its buyers and affiliates. These include:

● Sales Advisors are expected to take videos and high quality photos to showcase available or model homes as well as any standout features offered at the community.

● Document onsite events to promote positivity and attendance including tagging sponsors, people in attendance who give permission and decor.

● Share content from Rockhaven Homes cultivated and approved posts on main account pages including Facebook, Instagram and Pinterest.

● Sales Advisors are encouraged to share Rockhaven Homes’ content on their personal pages to increase the reach. Please see below restrictions for personal page guidelines.

● Content published on social media platforms should be of high quality and reflective of Rockhaven Homes brand.

● Include site links or action items such as community office hours, phone number or email address to contact and directions to the sales office.

Prohibited Agent Behavior on Social Media

● Users are prohibited from engaging in communications that disparage or demean Rockhaven Homes or other individuals based on race, national origin, marital status, sex, sexual orientation, disability, age, religion, or any characteristic protected under federal, state or local law. Disparaging communications include distasteful jokes or communications that disparage or defame the products or services of Rockhaven Homes, other users, vendors or competitors

Process for Social Media Marketing

● If a Sales Advisor comments on Rockhaven Homes or identifies him or herself as a Company member or Subscriber, the Sales Advisor must be professional and courteous, and follow the standards of acceptable business communications.

● In addition:

○ Sales Advisor comments must not disclose any confidential or proprietary information about Rockhaven Homes, its customers or suppliers including last names, addresses or personal and protected information or post pictures of them without their permission.

○ Sales Advisors must not use vulgar or sexually explicit language.

○ Sales Advisors not discriminate on the basis of race, gender, religion, age, disability or any other protected criteria.

○ Sales Advisors must not use Company trademarks or copyrighted material outside of Company use without written permission.

Any violation of this policy can result in disciplinary action, including deletion of inappropriate posts or exemption from participating in Rockhaven Homes social media.

• Tag Rockhaven Homes: o @Rockhavenhomes on Instagram and Facebook

• Tag people: o New homeowners, co-op agents, businesses o Use photo release form for events – *CE Classes are exempted from photo release forms

• Take videos & good quality photos of homes + features.

• Hashtag Discussion - When using hashtags there are some ideas to consider:

○ Use location hashtags. Ex: #newhomesatlanta

○ Other hashtags to include in your post are: #newhomes #newconstruction

#homebuilder #rockhavenhomes

• Document events: Tag vendors, main page, use Instagram & Facebook

• Describe what the post is for o Events o Promotions o Invite to community model

• Share from Rockhaven page

• Comment with answers to questions

• Engage with users who interact with your community posts