📝 How DealTrail Elite Works

Here’s exactly how we turn your brokerage into a self-sustaining, lead-generation powerhouse:

We start with a thorough discovery period to understand exactly where you are today—reviewing your current marketing strategy, understanding your brokerage’s unique strengths and goals, and building a tailored plan to roll out your own internal lead generation system. We specifically want to make sure that we’re not cutting any corners here. This discovery can take anywhere from a few weeks to a few months, and continues to be an ongoing process after we launch, so we can continue to monitor and adjust your strategies as you scale.

Next, we move into Setup. Our team gets to work, putting all the essential pieces in place within your brokerage—prospecting tools, ad accounts, integrations, and our powerful DealTrail App. We collaborate closely with your team to create marketing templates and campaigns designed specifically for your local market.

Then comes Onboarding. This is where the magic happens. Our Elite marketing specialists become embedded directly within your brokerage. They don't just advise from a distance—they work hand-in-hand with your team, aligning on marketing goals, implementing standard operating procedures, and ensuring all campaigns are fully compliant.

And finally, we Launch. Once everything is set, our teams execute strategies across our proven nine lead-generation pillars—leveraging calls, emails, texts, direct mail, handwritten letters, digital ads, and more. Every opportunity generated by our team is routed straight to your agents, so they can spend their time closing deals—not chasing them.

Process Overview

DISCOVERY

• Call Preparations

  • Gather details about the prospect’s team operations, sales volume, areas of specialization, current marketing strategies, and budget for marketing.

  • Have relevant marketing materials on hand.

  • Define specific targets for the call, such as identifying decision-makers and understanding budget constraints.

• Call Proper

  • Duration: 30-45 Minutes

  • Agenda:

    • Introduction

    • Understanding Client Needs

    • Presenting DealTrail Elite

    • Q&A

    • Closing and Next Steps

  • Recording of the session to be done during the call

• After-call SOP

  • Collate information about the call

  • Send thank you email with summary of the discovery call

  • Send a custom proposal outlining DealTrail Elite services, pricing, and a payment link.

  • Follow-ups for leads with longer timelines

  • Propose a follow-up meeting to discuss the proposal

SET UP

• Send welcome email with a set up checklist of things needed for us to start:

  • Agent and Staff contact information

  • Existing tools

  • SOPs and processes

  • Etc

• Setting up DealTrail Productivity App

  • Setting up the app and whitelabeling it for the office

  • Creating agent and staff credentials

  • Creating custom fields/values/objects as per client needs

  • Integrations (proprietary tools, social media, etc)

• Marketing/Branding

  • Importing any existing marketing assets into the system

  • Email Warmups

  • A2P applications

ONBOARDING

• Your Elite team to be trained about your office's system:

  • Organization

  • Existing tools

  • SOPs and processes

  • Marketing goals
• Marketing team starts making preparations for your campaigns:
  • Building campaign-specific marketing assets
    • Marketing copy
    • Marketing materials design
  • Create campaign-specific email/SMS templates

LAUNCH

• We provide an extensive onboarding for your office (agents and staff) about our service:
  • DealTrail Productivity App and Integrations with in-house tools
  • Haves & Wants Portal
  • Community Portal
  • AI Copilot
  • Marketing services
• Data reactivation campaigns and other campaigns are ready to launch
  • Cold callers/ISAs to start calling leads
  • Email campaigns and Direct Mail campaigns are set to be delivered