Boynton Beach (Florida) | Procasa Welcome Kit (OFFICE)

WELCOME TO PROCASA EASY BUTTON

Marketing Solution

Welcome!

Welcome to the Procasa family! We're thrilled to have you on board and excited to help your office succeed in recruiting, retention, and so much more!

This welcome packet contains everything you need to get started, find support, and make the most of your investment.

Our team is committed to your success, and we're here to support you every step of the way.

Ready to get started? Let's dive in!

Contact Information for Immediate Questions: Danielle Kyle Client Success Manager Email: Danielle.Kyle@Procasa.Tech Phone: 949-547-0979

Table of Contents Your Success Team Client Onboarding Guide Resources and Support Support Decision Tree Custom Branding Let's Get Your Agents Started Pricing Next Steps Services

Your Success Team

CLIENT SUCCESS MANAGER

ACCOUNT MANAGER

SUPPORT

DANIELLE KYLE

ROMA GENERALAO

HELP@PROCASA.TECH

Danielle.Kyle@Procasa.Tech

Roma.G@Procasa.Tech

424-272-7515

Questions?

Don't hesitate to reach out!

We're here to help you succeed.

Help@Procasa.Tech

Marketing Solution Client Onboarding Guide PHASE 1 | DAYS 1–3

Welcome & Information Gathering Immediate Actions Upon “Office Says Yes” Backend Preparation Intake form completion: https://officeintakeform.paperform.co

PHASE 2 | DAYS 4-7

Setup Meeting Preparation Pre-Meeting Backend Work Setup Meeting Agenda Template Welcome & Overview (10 min) Information Gathering & Validation (60 min) Launch Planning (15 min) Next Steps & Timeline (5 min)

PHASE 3 | DAYS 8-14

Implementation Setup Technical Setup Checklist Content Preparation Agent Welcome Kit Creation

PHASE 4 | DAY 15-18

Launch Execution Pre-Launch Checklist Launch Day Activities

PHASE 5 | DAY 19-26

Post-Launch Optimization Monitoring & Adjustment Success Metrics

Resources & Support Getting Started Videos

1 First video to watch

Request Marketing Materials This video shows you how quick and easy it is to select and request your marketing materials, from business cards and flyers to social graphics.

2 Second video to watch

Selecting Desired File Output This video goes over the various output options you can select for your requested marketing materials, helping to ensure you select the right option for your use case.

Support Decision Tree NEED HELP? Start Here

TECHNICAL ISSUES Platform Problems STRATEGY QUESTIONS Best Practices Mail: help@procasa.tech

INCLUDE: Screenshots, error messages, steps you took

Contact: Danielle Kyle

Danielle@Procasa.Tech

PROJECT UPDATES Timeline Questions BILLING Account Questions Contact: Roma Generalao

Roma.G@Procasa.Tech

Contact: Rachel Taylor

Finance@Procasa.Tech

Social Media Posting Parameters What’s Included: Connection of Social Media Accounts to Procasa Social Content Creation (Based on Easy Button Marketing Subscription) Graphics, Captions, and Hashtags Content Scheduling and Posting (Done via Procasa Social) Social Posts (Static): 35 Images Per Post Social Media Reels What’s Out of Scope: Tagging Profiles Cross-Posting to Private Accounts Pinning Posts Posting to Internal Facebook Pages/Groups Content Engagement (Liking, Commenting, Replying)

Questions?

Contact Danielle Kyle (Danielle.Kyle@Procasa.Tech)

Do Your Top Teams Have Custom Branding?

Our platform supports custom designs and branding for your market center’s teams and groups.

Share with us your teams and their respective brand kits, and we’ll add them to our library.

Whenever these teams request, we’ll be at the ready to create their designs quickly!

Brand Kit

Logos Brand Colors Fonts Headshots Agent Information

Questions about team support?

Contact Roma Generalao to schedule a team consultation at Roma@Procasa.Tech

Let’s Get Your Agents Started!

Your Real Estate Marketing Done For You

PROCASA EASY BUTTON

Marketing Solution Marketing Must-Haves Postcards Business Cards Social Media (Posts and Stories) Flyers Email Signatures Brochures

Buyer and Listing Presentations Door Hangers Letters + Letterheads Signs

Easy as 1, 2, 3!

Monthly Market Report Stunning digital market report and supporting social media content

Property Email Marketing Professional, templated, property email marketing for your: Coming Soon Open Houses

Just Listed Just Sold

Submit a Request Today!

Need Help Getting Started?

Email us at Roma@Procasa.Tech

Agent Bespoke Services Procasa’s comprehensive creative services for brokerages cover almost everything agents need on a daily basis. Most of the products and services below are included with your selected modules, using hundreds of professional marketing templates branded to your brokerage. However, occasionally, agents request bespoke work that goes beyond those templates. Here is a list of some of those requests that require bespoke support.

PRODUCT

PRICE/STARTING AT

Email Campaign - One Time

$50.00

E-Newsletter - Monthly Subscription (Agent-Provided Content)

$75.00

E-Newsletter Service - Monthly Subscription

$125.00

HTML Email Signature

$100.00

Agent Bio

$50.00

Branded Market Report - Monthly Subscription

$30.00

Custom Market Report - Monthly Subscription

$50.00

Photo Editing

$25.00+

Video Editing

$100.00+

Blog Content Writing - 1, 2, or 3 Blogs/Month - Monthly Subscription

$75.00+

Logo and Style Guide

$399.00

Logo Only

$299.00

Style Guide Only

$100.00

Social Media Setup Service

$75.00

Social Media Reel

$50.00

Social Media Management - 4, 8 or 12 Posts/Month - Monthly Subscription

$150.00+

Social Ad Creation - Ad Budget Not Included

$25.00

Procasa Social - Monthly Subscription

$19.99

Procasa.Tech

Roma@Procasa.Tech

Bespoke Services The following items represent bespoke design requests that go beyond our standard templated offerings. These services involve structural changes to existing templates or creating entirely new designs from scratch based on individual agent needs. Each item listed requires bespoke design work as opposed to simply updating information on our pre-branded templates. All bespoke design services include up to three rounds of revisions to ensure the final product meets your specifications.

PRODUCT

PRICES/STARTING AT

Bespoke Static Social Media Graphic

$25.00

Bespoke Flyer Design

$25.00

Bespoke Door Hanger Design

$25.00

Bespoke Business Card Design

$25.00

Bespoke Postcard Design

$25.00

Bespoke Listing Presentation

$75.00

Bespoke Buyers Presentation

$75.00

Bespoke Brochures (Bifold or Trifold)

$50.00

Bespoke Booklets

$50.00

Bespoke Signage Design

$25.00

Bespoke Letter - Content Writing (Interested Buyer, Golden Letter, etc)

$25.00

Bespoke Graphic Email Signature

$100.00

Bespoke QR Code - Colors, style, logo

$10.00

Next Steps Key Milestones to Watch For Office Brand Kit Setup MLS Connections Coming Soon Marketing Launch

Now Available Marketing Launch Monthly Snapshot

Success Metrics Suggestions Number of projects request Number of agents requesting

Increase in recruiting success Decrease in agents leaving due to lack of marketing

How to Maximize Your Investment Recruiting & Talent Acquisition Integrate Easy Button Marketing materials into recruiting presentations Use Easy Button Marketing as a touchpoint in recruiting efforts Connect with your Client Success Manager for additional materials as needed

Coaching & Team Development Ensure office leadership is referring all agents to Easy Button Marketing for support Integrate Easy Button Marketing into Productivity Coaching discussions Discuss Easy Button Marketing and marketing efforts in each office meeting

PROCASA EASY BUTTON

Marketing Solution Included Core Services Everything you need to grow your real estate business.

Marketing Must Haves

Unlimited Templated Requests

Postcards Business Cards Social Media (Posts and Stories) Flyers Email Signatures Brochures

Buyer and Listing Presentations Door Hangers Letters + Letterheads Signs

Property Email Marketing

Professional, templated, property email marketing campaigns for your agents

Coming Soon Open Houses Just Listed Just Sold

Agent Recognition Office Social Media Providing agent recognition to support retention and recruiting

Birthdays New Agent First Closing Top Agents

Anniversaries Cappers First Listings

New Agent Marketing Suite Everything a new agent needs to get started

Business Card Design Email Announcements - Agent and Office HTML Email Signature Slides for Office Meetings (intro new agent) Branded Resources Buyer Roadmap Critical Role of the Real Estate Agent Seller Roadmap

Brokerage Support Training materials and administrative support

Paper Training Calendar Slides for Office TV/Displays Office Meeting Slide Deck

Optional Services Enhance your marketing even further with these add on services. *If you are unsure if your office has selected any of these as part of their package, please reach out to your project manager.

Local Market Report

Stunning, client facing, market report and supporting social media content

Digital Market Report Corresponding Social Version Distributed to all agents in the office Posted to office social channels through procasa social

Enhanced Communication

Additional email communications and announcements.

Office - What’s Coming Up Next Week Email Office - Weekly Listings/Open House Email Office - Team Leader Monthly Newsletter Office - Broker Tour Email Agents - What’s Happening in (Local Events and Activities) Office - Social Post to Office Social Channels for all Just Listed and Just Sold Properties

Recruiting Support

Materials and communication for agent recruitment.

Quarterly Email Campaign Recruiting Presentation Book Recruiting Letters and Envelopes Recruiting Social Graphics available in Procasa Social

Event Support

Full promotional assets for events, recruiting, and classes

Quarterly Email Campaign Recruiting Presentation Book Recruiting Letters and Envelopes Recruiting Social Graphics available in Procasa Social

Custom Requests

Monthly allowance of 10 custom requests.

Examples include:

Banners Certificates Branded Coffee Cups Photo Backdrops Ad Graphics Swag (Shirts, Tents, Tableclothes, etc).

Procasa

424-272-7515 Help@Procasa.Tech www.Procasa.Tech.com