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Evolvly

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Evolvly’s ideal customers are real estate syndicators, typically aged 30-55, who are analyzing deals, raising capital, and managing investor relationships. They prioritize efficiency, automation, and professionalism.

Audience Type

  • B2B
  • Real Estate Syndicators

Industries (if B2B)

  • Commercial Real Estate

Needs – Primary Buying Considerations

  • Efficiency in managing investor relationships
  • Automated and integrated CRM system
  • Professionalism in handling business operations

Demographics

  • Age Range: 30-55
  • Gender: Not specified
  • Geography: Not specified
  • Income Level: Not specified
  • Profession: Real Estate Syndicators
  • Business Size: Single employee to small businesses

Psychographics

  • Lifestyle: Busy professionals juggling multiple roles
  • What they value: Efficiency, automation, professionalism
  • Pain Points: Technical barriers, managing multiple tools, lack of automation
  • Buying Behavior: Look for comprehensive, all-in-one solutions
  • Decision-Making Roles:
  • Primary Decision Maker: The syndicator or business owner
  • Secondary Decision Influencers: Not specified
  • Support Roles: Not specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Evolvly provides commercial real estate syndicators with a comprehensive, done-for-you marketing and automation solution. By managing your CRM, website, calendar, and email nurturing, we enable you to focus on raising capital and closing deals.

Understanding Their Pain Points

  • Technological barriers to launching and automating their business.
  • Overwhelmed with managing CRM, website, calendars and email nurturing.
  • Struggling to raise capital and close deals due to technical distractions.

Transformation

  • A fully built, integrated marketing and CRM system.
  • Peace of mind knowing tech is taken care of, leaving more time to focus on business growth.
  • More efficient deal closing and capital raising.

Unique Selling Proposition (USP)

  • Complete build and configuration of website, CRM, calendars, automations, emails and follow-ups.
  • Immediate, fully operational system from day one.
  • Value-added features including lead magnet e-book and personalized onboarding sessions.

Brand Values & One-Liners

  • 'Your all-in-one growth engine, purpose-built for real estate syndicators.'
  • 'We handle the tech, you focus on raising capital and closing deals.'
  • 'Built and configured for you, operational from day one.'

Tone

  • Evolvly’s tone is confident and assertive, aimed at instilling trust and assurance. The brand talks in terms of practicality and efficiency, reflecting the values of its clients—real estate syndicators.

Hero Text Idea

  • Flag Text: 'Commercial Real Estate Syndicators'
  • Main Headline: 'Your All-in-One Marketing and Automation Solution'
  • Sub Headline: 'Evolvly handles your technics, enabling you to focus on raising capital and closing deals. Ready from day one.'
  • CTA: 'Get Started with Evolvly Today'

3. The Media I Will Use to Reach my Target Market

Website

  • Optimize website on Wordpress for enhanced usability and SEO
  • Use Google Analytics for tracking visitors, bounce rate, and conversion funnel
  • Focus on both desktop and mobile as real estate syndicators likely use both

Social Media

  • Focus on LinkedIn and YouTube for professional networking and tutorials
  • Post 3 times per week on LinkedIn focusing on customer success stories, industry trends, and platform features
  • Weekly YouTube videos explaining platform utilization and best practices

Paid Advertising

  • Utilize Google Ads for search campaigns targeting commercial real estate syndicators
  • LinkedIn Ads targeting real estate professionals

Podcasts

  • Start a podcast focusing on the intersection of technology and real estate
  • Attempt to appear on industry-relevant podcasts such as 'The Real Estate Guys' and 'Best Real Estate Investing Advice Ever'

Directories

  • Get listed on Capterra and G2, highlighting the software’s unique selling points
  • Partner with real estate industry associations for listing in their online directories

Partnerships & Outreach

  • Partner with commercial real estate brokers and analytics companies
  • Outreach to real estate syndication networking groups and associations

SEO and Content

  • Create a blog focusing on CRM usage, automation, and real estate syndication trends
  • Focus on long-tail keywords centering on real estate syndication and CRM platforms

Offline and Local Media

  • Sponsor local real estate industry events
  • Network through local B2B networking groups

Online Events

  • Host regular webinars explaining the software's potential in automating real estate syndication

Online Networking

  • Engage in forums like BiggerPockets.com and WallStreetOasis, offering advice and showcasing Evolvly's benefits

Cold Outreach

  • Use LinkedIn and Email campaigns to reach out to potential customers based on their industry, age, and professional status
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Commercial Real Estate Syndication: A Comprehensive Tech Guide'
  • 'Finding the Best CRM System for Your Syndication Business'
  • 'Top 10 Automation Strategies for Real Estate Syndicators'

Tripwire Offer

  • 'No Setup Fee for the First Month'
  • 'Limited-Time Initial Consultation Discounted to $29'
  • 'Get Your First Month Half Price'

Welcome Sequence

  • Automated email thanking the lead and offering immediate value (e.g., a relevant blog post or video tutorial)
  • Second email offering the Tripwire deal with a 3-day expiration
  • Follow-up emails for unclaimed Tripwire deals with additional testimonials or value-added information

Segmentation

  • Segment leads based on the guides they download for more tailored follow-ups
  • Use GoHighLevel's CRM to segment leads by their interaction level with the email sequence

Chatbot and Automation

  • Use chatbot for instant lead capture and qualification on the website
  • Route qualified leads to a booking page for a strategy call
  • Use GoHighLevel automation to manage follow-ups, reminders, and customer engagement

2. My Lead Nurturing System

Marketing CRM

  • Current platform: GoHighLevel
  • Automation capabilities: Lead segmentation, email sequences, integrated CRM and marketing platform
  • Recommended improvements: Implement more automation for lead nurturing and engagement

Sales CRM

  • Current platform: GoHighLevel
  • Pipeline tracking process: Automated follow-ups and reminders
  • Recommended upgrades: Implement detailed tracking for lead behavior and interaction level

Automated Follow-Ups

  • Post-opt-in welcome sequence
  • Follow-up for unclaimed Tripwire offers
  • Reactivation sequence for cold leads
  • Frequency: Immediate follow-up after opt-in, subsequent follow-ups within a week

Newsletter

  • Frequency: Monthly
  • Topics: Industry trends, customer success stories, Evolvly's platform updates
  • Segmentation: Based on the downloaded lead magnet and interaction level

Retargeting & Ads

  • Platforms: Google Ads for search campaigns, LinkedIn Ads for professional targeting
  • Goals: Brand awareness, lead generation

Social Media and Content

  • Posting frequency: 3 times per week on LinkedIn, weekly YouTube videos
  • Content focus: Customer success stories, platform usage tutorials, industry trend analysis

Webinars and Events

  • Monthly webinar to demonstrate the software's potential and engage with prospects

Other Nurture Channels

  • Chatbot for instant lead capture and immediate automation

3. Sales Conversion Strategy

Sales Process

  • Streamline the sales process by outlining clear steps: Attraction (through affiliates, webinars or social media), Engagement (with tailored benefits and offers), Conversion (using a compelling and trust-building sales pitch), and Follow-up (automated email nurturing and follow-ups via the Evolvly platform).
  • Set up a tracking system (Google Analytics) to identify friction points in the sales process, analyze customer behavior, and optimize the funnel.

Sales Assets

  • Develop sales scripts that highlight the Unique Selling Proposition (USP) and address common objections (e.g., technical difficulties, pricing).
  • Create a standardized proposal template that highlights key benefits, includes case studies, and addresses common objections upfront.
  • Develop an engaging and persuasive pitch deck that showcases the Evolvly platform in action.

Testimonials and Case Studies

  • Implement a system to collect testimonials and detailed case studies post-purchase.
  • Utilize Testimonials effectively in proposals, website, and sales pitches to build trust and reputation.

Conversion Rate Insights

  • Regularly track conversion rates from leads to customers and identify areas for improvement.

Urgency and Offers

  • Design time-sensitive offers and promotions to encourage prompt decision-making.
  • Leverage scarcity tactics (limited slots for personalized onboarding).

Guarantees and Risk Reversal

  • Develop a compelling risk-reversal strategy, like a 30-day money-back guarantee to put customers at ease.

Shock and Awe

  • Send physical welcome kits (Company-branded materials, gift cards, personalized notes).
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Email confirmation upon sign-up with details about next steps.
  • Two onboarding sessions for customized system setup.
  • Welcome kit mailed to new clients, including premium stationery branded with the Evolvly logo.

Communication Cadence

  • Bi-weekly email updates on product enhancements and efficiency tips.
  • Monthly customer success webinars offering deep dive on feature use.
  • Quarterly personalized progress videos recapping their platform usage and success.

Client Education

  • Library of short, self-guided training videos (2–3 minutes each).
  • FAQs page focusing on usage best practices and troubleshooting common issues.
  • Regular blog posts discussing industry news and investment trends.

Personalized Touches

  • Birthday email with a discount code for next month's subscription.
  • Milestone recognitions for deals closed and capital raised through platform.
  • Handwritten thank you notes for one year of subscription.

Visuals and Documentation

  • Before and after graphics showing how Evolvly improved workflow.
  • Quarterly reports on engagement and KPI performance.
  • Annual success story feature in Evolvly newsletter.

Feedback and Proactive Support

  • Monthly survey to gather client feedback and improve services.
  • Live chat support to resolve issues in real-time.
  • Regular follow-ups post-issue resolution to ensure client satisfaction.

Guarantee or Promise

  • 30-days no-questions-asked refund policy.
  • 'Love it or leave it' guarantee.
  • Commitment to make clients live and functional from day one.

Operational Excellence

  • Easy scheduling of onboarding sessions via integrated calendars.
  • Punctual responses to customer queries and support requests.
  • Stringent quality checks and updates to ensure system functionality.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Develop annual contracts with 2 months free to incentivize long-term adoption
  • Implement a renewal campaign emphasizing Evolvly's continuous improvement and incoming feature updates

Upsells & Cross-Sells

  • Introduce an add-on service for real-time analytics or custom report generation
  • Offer a higher-tier plan with dedicated account managers for personalized service

Bundling & Packaging

  • Create a premium bundle including extra coaching sessions, advanced features, and priority support

Loyalty & Retention Programs

  • Provide loyalty discounts or credit for every successful referral to encourage network expansion

Custom Services and Personalization

  • Offer customized automation workflows or integrations on demand for an additional fee

Pricing Strategy

  • Apply a discount for annual contracts, incentivizing longer commitment

Customer Data and Insights

  • Utilize customer usage data to identify potential churn risks or opportunities for upselling

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • A complementary one-hour consultation session for referrers
  • Exclusive promotional offers for referees for their first six months of membership

Shareable Assets

  • Pre-crafted social media posts highlighting the benefits and features of Evolvly
  • A referral landing page with information about benefits of referring Evolvly to peers

Timing and Triggers

  • Ask for referrals after a successful closing of real estate deals
  • Automated referral prompts in bi-monthly newsletter

Client Success Stories

  • Collect customer testimonials and share them on social media and email newsletters
  • Use success stories in marketing materials to inspire referrals

Referral Contests

  • Monthly 'Refer & Win' contest with the top referrer winning additional consultation hours

Partner or Affiliate Programs

  • Continue to build the affiliate program with tracking capabilities for leads

Thank-You Experience

  • Send a personalized thank-you note to top referrers
  • Public recognition of top referrers on social platforms and newsletters

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