TITLE COMPANY MARKETING PARTNERSHIPS
YOU HANDLE THE CLOSINGS.
I’LL HANDLE THE MARKETING.
Your team has closings to coordinate, relationships to build, and approximately zero time to chase down a newsletter. I help independent title companies stay visible, connected, and consistent—with a plan and someone who follows through.
LESS “WE SHOULD.”
MORE “IT’S HANDLED.”
ConnectOS™ is the planning and production system behind your partnership. We map out priorities, make the pieces, and keep things moving—so marketing doesn’t become another full-time job for your team.
INCLUDED IN EVERY PARTNERSHIP
A PLAN THAT FITS
Discovery, ongoing strategy and planning, and your Business Rhythm and welcome materials.
A CONSISTENT PRESENCE
Two ConnectOS content pieces each week, adapted and published to both Facebook and Instagram.
TWO EMAIL NEWSLETTERS
One issue each of Title + Traction™ and The Closing Report every month.
THE LITTLE DETAILS
Email-signature design and updates as needed.
Emails your Realtors
can actually use.
Designed to make your title company the realtors #1 resource in everything! One issue of each every month, branded for your company. Content, design, subject lines, link checks, approval coordination, scheduling, and sending through your email platform are included.
Title + Traction™ email newsletter
Realtor business ideas and ready-to-use resources to help your agents stay connected and keep their businesses moving.
The Closing Report™ email newsletter
Local market statistics and insights that help Realtors understand, and talk about, what’s happening in their market.
SIDE BY SIDE
$1,800 / month
A steady marketing rhythm, with someone in your corner.
• ConnectOS strategy + planning
• Business Rhythm + welcome materials
• Annual review after onboarding, up to 1 hour
• 2 ConnectOS posts per week for Facebook + Instagram
• Title + Traction™ Email Newsletter — 1 per month
• The Closing Report Email Newsletter — 1 per month
• Company + event emails — up to 1 additional email per month
• 2 new or updated marketing pieces per month
• Email-signature design + updates as needed
FIND YOUR FIT.
Every partnership includes strategy, consistent content, and someone to keep it moving. Here’s exactly what you get at each level.
GOOD COMPANY
$2,600 / month
More room for the people and moments that make your company yours.
• ConnectOS strategy + planning
• Business Rhythm + welcome materials
• Quarterly meetings after onboarding, up to 1 hour
• 2 ConnectOS posts per week for Facebook + Instagram
• Company-specific social posts as needed
• Title + Traction™ Email Newsletter — 1 per month
• The Closing Report Email Newsletter — 1 per month
• Company + event emails as needed
• 4 new or updated marketing pieces per month
• Email-signature design + updates as needed
THE GO-TO
$3,600 / month
Your marketing partner—with the class calendar handled, too.
• ConnectOS strategy + planning
• Business Rhythm + welcome materials
• Monthly meetings after onboarding, up to 1 hour as needed
• 2 ConnectOS posts per week for Facebook + Instagram
• Company-specific social posts as needed
• Title + Traction™ Email Newsletter — 1 per month
• The Closing Report Email Newsletter — 1 per month
• Company + event emails as needed
• Weekly class email + education updates
• Full class coordination + class social posts
• 6 new or updated marketing pieces per month
• Email-signature design + updates as needed
INCLUDED WITH THE GO-TO
THE CLASS CALENDAR, MINUS THE CHAOS.
From finding instructors and sponsors to keeping registrations and reminders straight, I coordinate the moving parts behind your education program.
PLAN & BOOK
Class priorities, dates, locations, instructor and sponsor coordination, and booking records.
PROMOTE & ORGANIZE
Registration pages, RSVP tracking, calendar invitations, class calendars, flyers, social posts, and a weekly upcoming-classes email.
KEEP EVERYONE UPDATED
Confirmations, scheduling changes, cancellation notices, registration and calendar updates, and rescheduling coordination when applicable.
Your team hosts and handles on-site arrangements. Instructors teach and handle CE administration. Instructors and sponsors prepare, print, and supply their own presentation materials and handouts.
SEE THE CLASS MARKETING IN ACTION
A few things
you’re probably wondering.
How do we get started?
Month 1 is for discovery, priorities, brand assets, platform access, reusable layouts, and your publishing setup. We agree on contacts, approvals, deadlines, and market coverage. Ongoing delivery begins in Month 2, tied to receiving the agreed information, access, and approvals. The onboarding month counts toward your six-month initial commitment.
What counts as a marketing piece?
Standard pieces include flyers, sales sheets, postcards, invitations, and simple signs—new or updated. A two-sided flyer counts as one piece, with revisions included while completing it. Graphics for included emails and social posts, email signatures, and The Go-To class calendars and promotions do not use your creative allowance.
How does weekly social content work?
Two ConnectOS content pieces are adapted for both Facebook and Instagram each week. One piece shared to both platforms counts as one piece. Posting continues through five-week months. Good Company and The Go-To add company-specific posts as needed; your contact supplies confirmed details and available photos.
What costs extra?
Printing, postage, shipping, and other vendor charges are additional. Larger projects, such as a substantial booklet, full rebrand, or new website, receive a separate scope.
Do you work outside Colorado?
Yes. I work with independently owned title companies nationwide, from single offices to regional companies. Optional on-site onboarding is available at every level; travel time and expenses are quoted and approved separately before booking.
What is the commitment?
All three levels start with six months, billed monthly, then continue month to month. Either party can give 60 calendar days’ written notice. The end date must satisfy both the initial six-month term and the notice period. Services and payments continue through the agreed end date; a partial final month is prorated.