Brand Message and Marketing Strategy for an Investment Company

𝐓𝐡𝐞 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 Mike's business was going well, but "good enough" wasn't good enough; Mike wanted to grow his business to the next level. His goal was simple: Level up his brand, create a more powerful message, and start attracting higher level investors. However, as a real estate investment company, there are rules dictating how he can (and cannot) promote his business. Any strategy created had to work around those limitations, without sacrificing the end goal of getting more clients.𝐓𝐡𝐞

𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Mike needed a marketing strategy that would guide him to that next level. He contacted me to see what it might look like to work together, and how a brand and marketing strategy could help him reach his goal.

However--Mike had worked with marketing strategists before. He had big, clunky documents filled with recommendations, and they were useless. He couldn't do anything with them. What he needed was something actionable. Something he could actually use to grow his business. My step-by-step marketing playbook, and the six-week one-on-one process that came with it, provided the information, guidance, and structure he was looking for.

𝐌𝐲 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 We went through a three-step process to create a marketing strategy that would help him reach his goals:

Develop his brand message so he can share the value of his business with clarity.

Create a communication framework to leverage his brand message.

Build a step-by-step marketing playbook to put it all in place and create growth in his business.

Over the course of six weeks, we worked with Mike on his brand message, his content and lead generation strategies, his overall web presence, and how he was using social media.

We delivered a marketing strategy that was designed to help Mike meet (and exceed) his business goal, including six months of weekly strategy and a bonus strategy call six months after our last meeting, to check in and provide any additional support or advice needed at that time.

Some of the highlights of Mike's Strategy Included: 🔹New Brand Message 🔹A Clearer Insight into What His Business Really Offers 🔹New Sales Funnel 🔹YouTube Video Optimizations 🔹Automations, to Make Marketing Easier 🔹Guide for In-Person Events 🔹Podcast Strategy 🔹How to Write Case Studies and Leverage Reviews 🔹Website Recommendations (Including a Wireframe for His Home Page and Landing Page 🔹Six Months of Weekly Step-by-Step Marketing Strategy

𝐓𝐡𝐞 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

At our six-month check-in, Mike spoke about the exciting new changes within his company. By implementing some of our strategy, he was so busy with new opportunities that some of the larger parts of his strategy took a little longer to implement. He's since finished implementing almost everything, from a crisp new website to a stronger lead generation process.

Along the way, his business has been featured on investment and real estate podcasts, has been asked to speak locally about what he does, and is building a community of investors, potential investors, and fans around his brand.