Marketing Strategy for Real Estate, PropTech and B2B Companies
A marketing plan your team can follow.
- Strategy project
- From $7,500
- Ongoing options
- Strategic retainer $3,000/mo or fractional CMO $7,000/mo
- You get
- A written plan and a 90-day roadmap
- Timeline
- 4 to 6 weeks to a finished plan
The short answer
What does a Geekly marketing strategy engagement include?
Geekly Media builds marketing strategies for real estate, housing and PropTech companies, and for B2B teams with the same growth problems. In four to six weeks we define your growth goal, your best-fit customers, your positioning, the channels worth funding and how you will measure progress in HubSpot. You leave with a written plan and a 90-day roadmap your team, or ours, can put to work right away. Strategy projects start at $7,500. Ongoing strategy is $3,000 per month as a strategic marketing retainer, or $7,000 per month for a fractional CMO.
Warning signs
When marketing feels busy but growth stays flat
More activity won't fix a missing plan.
Most teams we meet are already doing marketing. They post, they buy ads, they send the newsletter. What's missing is the decision layer underneath: which customers matter most, what to say to them and which channels deserve the budget. These are the patterns that tell us a strategy will pay off fastest.
Speak to a Geek about your marketing planSpend without a story
You can list every channel you pay for, but nobody can say which ones produce customers. Budget follows habit, and reporting stops at clicks.
Sales and marketing disagree about lead quality
Marketing hits its lead target, sales says the leads are a waste of time, and both are partly right. Nobody wrote down what a good lead looks like.
A message that sounds like everyone else
Your website, your pitch deck and your ads each describe the company a little differently, and none of them explain why a buyer should pick you.
Growth goals with no path behind them
Leadership wants more doors, more listings or more demos. The marketing plan is a list of tactics with no line back to that number.
What a strategy covers
Four decisions, one plan
A Geekly strategy answers the four questions every marketing dollar depends on. We build each answer from your data, your sales conversations and our experience across real estate and housing, so the plan reflects how your buyers actually decide.
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Goals and audience
We start with the business number: doors, listings, home sales, demos or revenue. Then we work backward to the customers who move it. You get customer profiles built from your CRM data and conversations with your sales team, including who signs, who influences and what each one needs to hear.
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Positioning and messaging
What makes you the obvious choice, said the same way on your website, in sales conversations and in your ads. We build a messaging framework with your core story, your proof points and the objections each audience raises, so every channel tells one story.
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Channels and funnel
Where your next customers come from and what each stage needs to move them forward. We weigh search, AEO, content, paid media, email, events and referrals against your buyer journey, then recommend where to focus the budget and what to stop.
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Measurement and reporting
The handful of numbers that prove the plan is working, from cost per lead to pipeline and closed revenue by source. We spec the HubSpot lifecycle stages and dashboards behind them, so reporting starts on day one.
The Geekly method
Start with the goal. Not the software.
Every Geekly engagement follows the same four steps, in the same order: Goal, Strategy, People + Process, then HubSpot. More leads won't fix a follow-up problem, and new software won't fix an undefined process, so the plan changes the right things first.
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1
Goal
Name the win.
- One growth number, with a date
- Doors, listings, home sales, demos or revenue
- Where you stand today, measured
- What progress looks like at 90 days
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2
Strategy
Find what's in the way.
- Customer profiles from your CRM and sales calls
- Competitor review: what they do, where you can win
- Website and search review, AI answers included
- Positioning and message for each audience
- Channel mix: what to fund and what to stop
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3
People + Process
Watch the real work.
- An owner for every channel and deliverable
- How leads move from marketing to sales
- A shared definition of a qualified lead
- Monthly working sessions with a written recap
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4
HubSpot
Make it effortless.
- Lifecycle stages that match your funnel
- Source tracking from first touch to revenue
- Dashboards that report on the goal
- Automation where it saves your team time
- A written plan and a 90-day roadmap
How it works
From first call to a 90-day roadmap
Every step ends with a decision you sign off on.
Strategy work shouldn't disappear into a slide deck. We work alongside your team in short, focused sessions, so the finished plan holds no surprises and the people who carry it out helped shape it.
Discovery
We review your CRM data, analytics, past campaigns and sales conversations, and talk with the people closest to your customers.
Goal and audience
We agree on the growth target and the customers who matter most, with profiles your sales team recognizes.
Positioning and channels
We define what makes you the obvious choice, turn it into messaging, then decide where the budget goes and what to stop funding.
Roadmap and handoff
You get the written plan, a prioritized 90-day roadmap and the HubSpot dashboards scoped to measure it, walked through with your team so month one starts on time.
Inside a Geekly strategy
What your plan actually contains
Your strategy arrives as one written plan in six parts, in the order you would make the decisions. Each recommendation traces back to your goal and your numbers, so you can see why it is there, and your team can act on it without a translator.
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What we heard
We play back your goal, your numbers and the problems you named, in your words. If we got something wrong, you tell us before anything gets built.
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Where you stand today
A plain read of your marketing right now: what your website, search results and AI answers show buyers, and what your CRM says about where leads come from.
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Ideas from your competitors
We review the one or two competitors that matter most. Each finding pairs what they do with a specific idea for you, plus the places you are already ahead.
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Your website today
Area by area, what we found and what changes: the questions buyers ask, missing proof, audience pages, forms, listings and page speed.
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The 90-day plan
Month-by-month priorities with set deliverables. Month one leans on kickoff and strategy. Month three ends with a check against the baseline we measured at the start.
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What we need from you
The time we need from each person on your team and the information we need from you, listed up front so the work never stalls waiting on an answer.
What you get
A plan your team can actually follow
Specific enough to act on Monday morning.
Every strategy engagement ends with working documents your team uses, plus the HubSpot setup to measure them. Each one is built for your market, your buyers and your sales process, and written so the people carrying it out can use it without us in the room.
Speak to a Geek about your marketing planIdeal customer profiles and personas
Who to target, who signs and who influences the decision, with the questions and objections each one brings to the table.
Messaging framework
Your core story, value proposition and proof points, written for each audience and ready for your website, your sales team and your ads.
Channel plan and budget
Where to invest, how much and in what order, with the reasoning behind each choice and a clear list of what to stop funding.
90-day roadmap and KPI dashboard
Prioritized projects for the first quarter with an owner for each, plus the HubSpot dashboard spec that tracks progress against your goal.
Pricing
Pick the pace that fits
Start with a plan, a monthly program or senior leadership. We scope every engagement to your goal.
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Strategy and execution from one team. The plan sets the priorities, and set monthly deliverables put it to work, with any deliverable swappable one for one as needs change.
Includes
- A monthly strategy working session with a written recap
- Set monthly deliverables, swappable one for one
- Execution across the channels your plan funds
- Monthly reporting against your growth goal
- HubSpot tracking kept current as the plan changes
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A defined engagement that ends with a written plan and a 90-day roadmap your team, or ours, can carry out. Final scope is set after a discovery call.
Includes
- Growth goal and a measured baseline
- Customer profiles and personas
- Competitor and website review
- Messaging framework
- Channel plan and budget guidance
- 90-day roadmap and HubSpot dashboard spec
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Senior marketing leadership that sets direction, owns the plan and holds the work accountable, without a full-time executive hire.
Includes
- Ongoing ownership of the marketing strategy
- Direction for your team, agencies and freelancers
- Budget oversight by channel
- Leadership reporting on pipeline and revenue
- Quarterly plan reviews and resets
From plan to tactics
Where the plan goes next
A strategy decides which channels deserve the budget. These are the services that put each one to work, delivered by the same team that wrote the plan.
SEO
Show up when buyers search for what you do, in your market, with pages built around the questions they ask.
Explore SEOAEO
Get named and cited when buyers ask ChatGPT, Gemini or Google AI Mode for a recommendation.
Explore the AEO QuickstartContent marketing
Articles, guides and offers that answer real buyer questions and give your sales team something useful to send.
Explore content marketingPaid advertising
Search and paid social campaigns that generate leads now, tracked to pipeline instead of clicks.
Explore paid advertisingSocial media
A consistent presence on the channels your buyers use, with posts that match the message in your plan.
Explore social mediaEmail and inbound
Nurture, follow-up and lifecycle email in HubSpot that moves leads forward while your team sleeps.
Explore inbound marketingWebsites
A lead-generating website that tells your story clearly and converts the traffic every other channel sends.
Explore websitesSales enablement
Process, sequences and HubSpot setup so the leads your marketing creates get fast, consistent follow-up.
Explore sales enablementReporting and attribution
Dashboards that connect every channel to pipeline and revenue, so next quarter's budget follows the results.
Explore reporting
Questions
Before you book a call
What do I get at the end?
A written marketing strategy and a 90-day roadmap. That includes customer profiles and personas, a messaging framework, a channel plan with budget guidance, and the KPIs and HubSpot dashboard spec to track progress.
How is a Geekly strategy different from a typical agency plan?
We start with your business goal and work through strategy, people and process before recommending any tactic or tool. We also bring two decades of experience in property management and real estate, so we skip the industry crash course and spend the time on your market.
Do you also carry out the plan?
Yes, if you want us to. Many teams continue with a strategic marketing retainer, so the people who built the plan also execute it across SEO, AEO, content, paid ads, social, email and your website. Others hand the plan to their in-house team, and we stay available for check-ins.
How long does it take?
Most strategy projects take 4 to 6 weeks. A plan for a single launch, market or audience can move faster. We confirm the timeline when we set the scope.
How much does a marketing strategy cost?
A strategy project starts at $7,500 and ends with a written plan and a 90-day roadmap. A strategic marketing retainer, with a monthly strategy session and execution built in, is $3,000 per month. A fractional CMO engagement is $7,000 per month. We confirm the final scope after a discovery call, based on how many audiences, markets and channels the plan covers.
What happens in the monthly strategy session?
We review results against your goal, decide what to keep, change or stop, and agree on next month's deliverables. You get a written recap after every session, so decisions don't live only in someone's notes.
We already have a strategy. Can you still help?
Yes. We start by testing the plan you have against your goals and your results, keep what works and focus on the gaps. Sometimes that means a full rebuild. Often it is two or three changes made in the right order.
Can you build a strategy for one product, market or campaign?
Yes. Some teams need a full marketing strategy. Others need a plan for one launch, one new market or one audience. We scope the work to the decision you need to make.
Do we need HubSpot?
No. The plan works with the tools you have. If you use HubSpot, we spec the lifecycle stages and dashboards to track it. If you do not, we will tell you plainly whether it is worth it for your goals.
What is a fractional CMO?
Part-time, retained senior marketing leadership. A fractional CMO sets direction, owns the plan and holds the work accountable, without the cost of a full-time executive hire.
What do you need from us?
Access to your current tools and analytics, time with the people who own sales and marketing, and any existing data, reports or brand materials. We list the time we need from each person up front, before the work starts.
Speak to a Geek
Ready for a plan that sticks?
Tell us where you want to grow and what is in the way.