Case Study: Realtor Campaign for a Large Non-Profit

After the success of the initial strategic marketing plan, our client returned to us for another important initiative. This time, they were ready to engage a new audience through a targeted realtor campaign. 

While the tools and marketing SOPs (standard operating procedures) we developed previously had helped the organization go deeper into their current audience base and initial goals, they now needed a game plan on how to engage this new group on a deeper level. 

This was no longer about simply attracting attention—it was about building relationships and creating sustainable growth.

The Challenge:

The challenge this time was twofold: the organization needed a clear strategy to guide the campaign and also needed CMO-level leadership to oversee the execution. 

With a growing team and a more complex campaign, the organization required a structured approach that would ensure the campaign aligned with their long-term goals while also staying true to their PiPP, their values in action.

Our Approach:

Once again, we turned to the Vision Value Model to ensure the new campaign was aligned with the organization’s mission and vision. 

We worked closely with their leadership team to transform their ideas into a well-defined, strategic SOP that would guide the campaign’s execution and ensure alignment with their overall marketing goals.

Our approach focused on three key components:

1. Strategic SOP Development: We took the organization’s initial campaign ideas and created a detailed, actionable SOP that ensured clarity for everyone involved. This helped guide the process from start to finish, ensuring consistency and alignment with their broader goals.
2. Asset Creation: We developed the assets needed to support the campaign, from graphics to copy to a website landing page, ensuring that every piece communicated the organization’s mission and values in a clear, compelling way.
3. Team Training: To ensure the campaign was executed flawlessly, we provided training to the organization’s marketing team. This training covered everything from how to implement the campaign to why each step was crucial, ensuring everyone understood their role and responsibilities.

With the right tools and clear direction in place, the organization was able to launch their realtor campaign within just 45 days.

Results of the New Campaign

Thanks to the strategic marketing SOPs, assets, and training, the campaign achieved impressive results:

• Successful Campaign Launch: The organization launched the campaign quickly, within 45 days, thanks to the structured approach we provided.
• Deeper Audience Engagement: The campaign successfully deepened the organization’s relationship with its new audience, creating new pathways for engagement and long-term revenue.
• A Stronger Marketing Team: The training and guidance provided helped the marketing team work more autonomously and collaborate more effectively, ensuring the campaign’s success.
• Growing Sustainable Income: Through the campaign, the organization was able to move away from relying solely on donations, increasing their sustainable income through the new programs and services they offered.

Our client’s journey with the VBM Strategy team and our proprietary process the  Vision Value Model has been transformative. 

The campaign allowed the organization to connect with their new audience on a deeper level while also empowering their marketing team to work more independently and effectively. By aligning their marketing efforts with their vision and providing the right tools, we helped the organization scale its marketing efforts and create sustainable growth.

As the organization continues to build on its success, they’re now in a strong position to drive further growth and make an even greater impact. With a deep understanding of their audience and a clear path forward, they’re ready to take their mission to new heights.

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