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Strateai · Confidential

Growth & Conversion Proposal · April 2026
Confidential · Kim Green

Keys Gate Realty, Inc. Elegant Growth

A structured plan to move Keys Gate Realty from passive listing browsing to consistent, measurable lead generation — built around your existing MLS/IDX, your service lines, and your six priority ZIP clusters.

Kim Green · Keys Gate Realty
Strateai
April 2026
33035 · 33033 · 33034 · 33030 · 33031 · 33032
Homestead · Your Market
6 Priority ZIP Clusters
Ready to Convert
Target: 4+ leads/wk
SLA: <24h
Scroll
~1/wk
Current lead baseline
4+
Target leads per week
~5wk
Implementation timeline
US$4,500
Total investment (Phases 1–3)
6 ZIPs
Priority cluster attribution
Executive Decision

Executive Snapshot

Everything needed to make a decision: objective, investment, timeline, and what you get from day one.

Primary Objective
Lead Growth
Transition from passive listing browsing to consistent qualified lead capture and follow-up.
Implementation Window
~5 Weeks
Approximate delivery period for Phases 1–3 from kickoff to completion.
Total Investment
US$4,500
Combined implementation budget for Phases 1–3.
Maintenance
US$500/mo
Ongoing website + CRM optimization and support (Phase 4).
~1 /week
Current inbound lead volume — the baseline we improve
4+
Target qualified leads per week within 90 days
<24h
Committed lead response SLA after launch
6 ZIPs
Priority ZIP clusters tracked and attributed from day one
Priority ZIP Cluster Focus — Homestead & South Miami-Dade
33035 — Homestead Primary 33033 — Homestead 33034 — Florida City 33030 — Homestead 33031 — Homestead 33032 — Homestead
Strategic Brief

Strategic Approach

🏛️

What Stays in Place

Your MLS/IDX search, your listings, your brand — untouched and fully operational. Buyers who are already browsing keep finding you without interruption.

What Gets Built Around It

Every service line gets its own conversion path — Buyers, Sellers, Rentals, Property Management, New Construction — so each visitor lands exactly where they're ready to act.

🎯

What Changes for Your Business

Leads stop falling through the cracks. Every inquiry enters a tracked pipeline with a name, a source, a ZIP, and a next step — within minutes of contact.

Website Service Paths
🏠
Buyers
💰
Sellers
🔑
Rentals
🏢
Prop. Mgmt
🏗️
New Const.
👥
About

"Every door in Homestead has a buyer waiting — the challenge is making sure they find Keys Gate Realty first."

Visual Direction

Premium Visual Direction

Lifestyle-first visual language with premium real-estate positioning while keeping conversion and MLS/IDX discoverability at the center.

Homepage Hero — Homestead Lifestyle
Premium Property Showcase
Community & Lifestyle
Interior Storytelling
Neighborhood Context

Listing Presentation

Card-based layout with immediate action CTAs — clean, premium browsing experience designed to convert visitors into inquiries without friction.

Property Management

Owner-focused service pages with process clarity and intake forms — designed to capture property owner leads directly and qualify intent from first contact.

Visual & Brand Direction

High-end editorial photography, lifestyle-first layouts, and conversion-optimized CTAs positioned precisely for the Homestead market and your six priority ZIP clusters.

Operational Layer

Platform Features

🔍

Integrated MLS/IDX Search

Real-time property browsing remains fully operational inside the website experience.

📋

Service-Specific Lead Capture

Dedicated forms by service line with intent-based CTAs for each audience segment.

🔀

CRM Routing

Each inquiry enters with source, service, and ZIP tags for assignment and tracking.

📊

Stage-Based Sales Funnel

New Lead → Contacted → Qualified → Proposal → Won.

⚙️

Follow-up Automations

Email, SMS, and call task sequences to reduce lead leakage and improve response rates.

📈

KPI Dashboard

Weekly tracking by volume, SLA, stage conversion, and ZIP performance.

Lead Management

Lead Management Flow

Step 01

Lead Capture

Website forms, campaigns, and landing pages feed the system with tagged, qualified entries.

Step 02

Qualification

Lead type, ZIP priority, and intent scoring define assignment urgency and routing path.

Step 03

CRM Assignment

Auto-routing by service line, owner assignment, and SLA target under 24 hours.

Step 04

Follow-up

Structured communication sequences and reminders avoid missed opportunities and drop-off.

Step 05

Conversion

Appointments, closed deals, and performance tracking against ZIP and service KPIs.

CRM Pipeline — Projected Stage Model (Month 3)
14
New Leads
9
Contacted
6
Qualified
4
Proposal
2
Won ✓
CRM Interface — Live Pipeline Demo
CRM pipeline interface

How Leads Enter the System

Every lead is tagged at entry with source, service line, and ZIP. Priority leads are assigned within minutes. No inquiry falls through without a tracked next step.

Weekly Performance Reports

Volume, response time, stage conversion, and ZIP attribution — delivered weekly so you can see exactly where leads come from and what happens to them.

Live Pipeline Visibility

Your team sees every active lead by stage at a glance. Bottlenecks are visible before they become lost opportunities.

Execution

Phased Execution Plan

Phase 1 · Launch
US$1,500
1

Website + Conversion Structure

⏱ 1 week · US$750 start / US$750 on delivery
  • A homepage that earns trust in 10 seconds and moves visitors toward action — not just browsing.
  • Dedicated pages for every service line, each built to capture that specific buyer or seller intent.
  • MLS/IDX search fully integrated with conversion prompts at the moments visitors are most ready.
Phase 2 · Systems
US$1,500
2

Website + CRM Interconnection

⏱ 2 weeks · Includes 2 months CRM use
  • Every form submission lands in your CRM tagged with source, service line, and ZIP — no manual entry, no lost context.
  • Priority routing by ZIP cluster so your highest-value leads get the fastest response.
  • Automated follow-up sequences that keep leads warm even when your team is focused elsewhere.
Phase 3 · Growth
US$1,500
3

Lead Capture Campaigns

⏱ 2 weeks
  • Targeted campaigns across your six priority ZIPs — reaching buyers and sellers already active in your market.
  • Audience growth and lead flow structured to hit 4+ qualified inquiries per week within 90 days.
  • Social channels connected directly to your funnel so every engagement has a path to conversion.
Phase 4 · Retainer
US$500/mo
4

Protect What You've Built

⏱ Recurring monthly
  • Ongoing CRM and website optimization so your conversion rate keeps improving — not stagnating.
  • Your pipeline, your uptime, and your lead data stay clean, current, and working for you.
  • Monthly performance review with adjustments based on what the data actually shows.
US$4,500
Total implementation budget (Phases 1–3)
~5 Weeks
Approximate implementation delivery period
US$500/mo
Ongoing maintenance and optimization (Phase 4)
90-Day Window

KPI Targets

Operating targets for the first 90 days, based on your current baseline and six priority ZIP clusters.

1 → 4+
Leads / Week
Based on current ~1/week baseline
Current: 1Target: 4+
<24h
Response SLA
Lead response time commitment
Untracked todayCommitted: <24h
+35%
Form Completion
Uplift target vs. current rate
Baseline+35% uplift
ZIP-first
Attribution
By six priority ZIP clusters
No attribution today6 ZIPs tracked
Scope & Deliverables

What's Included

Full breakdown of scope, deliverables, and the website structure being built for Keys Gate Realty.

What This Engagement Covers

  • Your MLS/IDX search stays live and fully functional — no disruption to your current listing visibility.
  • Homepage office listings continue pulling directly from MLS with automatic updates.
  • Your website is rebuilt to generate leads, not just display properties — every page has a clear next step.
  • Six dedicated service paths so Buyers, Sellers, Renters, and Owners each land on a page built for their intent.
  • ZIP-cluster attribution tracking active from day one — you'll know exactly which markets are producing and which need attention.
  • Homepage Hero + MLS/IDX Entry: full-width lifestyle hero that positions Keys Gate as the authority in Homestead — with search, trust signals, and ZIP chips above the fold.
  • Properties / Buyers: browsable listings with frictionless CTAs at every scroll point — designed so interest converts to contact before they leave.
  • Sellers / Valuation: a focused page that answers the one question every seller has first — "what's my home worth?" — and captures their contact before they go elsewhere.
  • Property Management: owner-focused with a clear process, FAQ, and a direct intake form that qualifies intent from the first submission.
  • About + Team: the trust page people check before they decide to call — editorial, credible, and human.
  • Lead Capture + CRM Funnel: persistent CTAs across every page, each tagged with source, service, and ZIP — so no inquiry ever enters the system without context.