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
Your Success Team
MarketingSolutionClient OnboardingGuide
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
Getting Started Videos Resources & Support
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.
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.
First video to watch
Second video to watch
Support Decision Tree
TECHNICAL ISSUES Platform Problems
Mail: help@procasa tech
INCLUDE: Screenshots, error messages, steps you took
PROJECT UPDATES Timeline Questions
Contact: Roma ˝Generalao
Roma.G@Procasa.Tech
STRATEGY QUESTIONS Best Practices
Contact: Danielle Kyle
Danielle@Procasa.Tech
BILLING Account Questions
Contact: Rachel Taylor
Finance@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.
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.
Next Steps
KeyMilestonestoWatchFor
Office Brand Kit Setup
MLS Connections
Coming Soon Marketing Launch
Now Available Marketing Launch
Monthly Snapshot
SuccessMetricsSuggestions
Number of projects request
Number of agents requesting
Increase in recruiting success
Decrease in agents leaving due to lack of marketing
HowtoMaximizeYourInvestment
Recruiting&TalentAcquisition
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&TeamDevelopment
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
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
Enhanceyourmarketingevenfurtherwiththeseaddonservices.
*Ifyouareunsureifyourofficehasselectedanyoftheseaspartoftheirpackage,please reachouttoyourprojectmanager.
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).
