Combining Software and Service for a Comprehensive Digital Marketing Agency

In the video titled “How To Start A Real Estate Digital Marketing Agency With NO EXPERIENCE!” by Jason Wardrop, you will learn how to launch your own digital marketing agency from scratch, even if you have no prior knowledge or experience in the field. Jason shares his personal journey of starting a real estate digital marketing agency and transforming it into a successful CRM software platform. He offers valuable advice on what services to provide to real estate clients, such as generating leads, conducting sales conversations, setting appointments, and closing deals. Jason also emphasizes the importance of combining software with a service to offer a comprehensive solution. He suggests a pricing model of $197 per month for the software and an additional $497 per month for a done-for-you service. Additionally, the video provides information on how to find and attract clients using platforms like Facebook and LinkedIn, along with a 30-day free trial of a software platform complete with templates and bonuses. If you’re interested in entering the real estate digital marketing agency industry and want a step-by-step guide to help you succeed, this video is a must-watch!


Starting a real estate digital marketing agency with no experience may seem daunting, but with the right strategies and tools, it is possible to achieve success in a relatively short period of time. In this article, we will explore how to combine software and service to provide a comprehensive solution for real estate agents. This approach not only enhances the client experience but also increases efficiency and productivity. We will cover the key components of a digital marketing agency, including software platforms, lead generation strategies, conversion optimization techniques, client management tools, performance tracking, and service offerings. Additionally, we will discuss how to find and attract clients, develop a pricing structure, implement the software and service combination, manage client relationships, and ensure long-term growth and success. Let’s dive in!

Why Combine Software and Service?

Benefits of combining software and service

By combining software and service, you can offer a more comprehensive solution to your real estate clients. While many agencies focus solely on providing leads or marketing services, incorporating software into your offerings allows you to automate and simplify processes, providing a seamless experience for your clients. Additionally, offering a service on top of the software adds additional value, helping your clients achieve their desired end results without the need for extensive manual work. This combination ultimately leads to increased client satisfaction and loyalty.

Enhanced client experience

Providing a software platform alongside your services allows clients to access necessary tools and resources, empowering them to take control of their own marketing efforts. This not only improves their overall experience but also enables them to make data-driven decisions and monitor their progress independently. The software serves as a valuable asset that enhances the value of your services and positions your agency as a trusted partner in their real estate marketing journey.

Increased efficiency and productivity

Combining software and service enables you to streamline processes and automate repetitive tasks, leading to increased efficiency and productivity. With the right software platform, you can automate lead generation, communication, appointment scheduling, and performance tracking, freeing up time for your team to focus on high-value activities. This not only improves the overall effectiveness of your agency but also allows you to serve more clients simultaneously, leading to increased revenue and growth opportunities.

Key Components of a Comprehensive Digital Marketing Agency

Software platform

A reliable and feature-rich software platform is the foundation of a successful digital marketing agency. The platform should offer a range of tools and functionalities, including lead generation, CRM capabilities, email marketing automation, social media management, website analytics, and reporting. It should also be user-friendly and customizable to align with your agency’s branding and client requirements. Look for platforms that provide seamless integration with other marketing tools and third-party applications, ensuring a smooth workflow and maximum efficiency.

Lead generation strategies

A successful digital marketing agency should have robust lead generation strategies in place. This involves utilizing various channels, such as social media advertising, search engine optimization, content marketing, and paid advertising, to attract potential clients. It is essential to continuously optimize and refine these strategies to ensure a steady flow of high-quality leads for your clients. Consider leveraging automation and AI technologies to streamline the lead generation process and improve targeting accuracy.

Conversion optimization techniques

Converting leads into customers is a crucial step in the digital marketing process. Implementing effective conversion optimization techniques helps improve the conversion rate and maximize the return on investment for your clients. This may involve creating compelling landing pages, optimizing website design and navigation, implementing persuasive call-to-action buttons, and utilizing personalized messaging and offers. Regular split testing and data analysis are essential to identify what works best for your clients and continuously improve conversion rates.

Client management and communication tools

Effective client management and communication are vital for maintaining strong relationships with your clients. Implementing client management and communication tools allows you to efficiently manage client information, track interactions and communications, and provide timely support and updates. Look for tools that enable collaboration and provide a centralized hub for storing client data, project details, and key documents. This helps streamline processes, improve transparency, and ensure effective communication throughout the client lifecycle.

Performance tracking and analytics

Tracking performance and gathering relevant data is essential for measuring the effectiveness of your marketing campaigns and making informed decisions. A comprehensive digital marketing agency should leverage performance tracking and analytics tools to monitor key metrics, such as website traffic, conversion rates, email open rates, social media engagement, and ROI. This data provides valuable insights into the success of your efforts and helps optimize campaigns for better results. Choose analytics tools that offer real-time reporting, customizable dashboards, and actionable insights.

Service offerings

In addition to software, offering specialized marketing services further enhances the value of your agency. These services may include comprehensive marketing strategies, content creation, social media management, search engine optimization, pay-per-click advertising, email marketing, and conversion rate optimization. Tailor your service offerings to align with the needs and goals of your real estate clients. Regularly evaluate and update your service packages to stay ahead of industry trends and ensure the ongoing success of your clients.

Finding and Attracting Clients

Utilizing Facebook for client acquisition

Facebook provides a vast and diverse user base, making it an excellent platform for finding and attracting real estate clients. To leverage Facebook effectively, create a compelling business page that showcases your agency’s expertise and services. Regularly post engaging content, such as educational articles, success stories, client testimonials, and property listings. Utilize targeted Facebook ads to reach specific demographic groups and drive traffic to your website or landing pages. Engage with potential clients through comments, direct messaging, and Facebook groups to establish credibility and foster relationships.

Leveraging LinkedIn for client acquisition

LinkedIn is a powerful platform for connecting with professionals, including real estate agents, brokers, and investors. Build an optimized LinkedIn profile that highlights your agency’s expertise, experience, and value proposition. Use LinkedIn’s advanced search filters to identify potential clients based on location, industry, and job title. Connect with them by sending personalized connection requests and engage with their content by commenting, liking, and sharing. Leverage LinkedIn’s messaging feature to initiate conversations and offer value-driven insights. Additionally, participate in relevant LinkedIn groups and share valuable content to establish yourself as a thought leader in the real estate industry.

Effective marketing strategies

In addition to utilizing social media platforms, effective marketing strategies play a vital role in finding and attracting clients to your digital marketing agency. This may involve leveraging search engine optimization (SEO) techniques to improve your agency’s visibility in search engine results. Develop engaging and informative content, such as blog posts, videos, and webinars, that educates real estate agents on the value of digital marketing and showcases your agency’s expertise. Consider hosting live events, offering free consultations or audits, and collaborating with industry influencers to expand your reach and build credibility.

Developing a Pricing Structure

Determining the value of your software and service

Before establishing a pricing structure, it is crucial to determine the value your software and services provide to real estate clients. Consider the time and resources saved, the increased efficiency and productivity, and the tangible results achieved through the use of your platform and expertise. Conduct market research to identify industry standards and competitive pricing. Additionally, gather feedback from existing clients to understand their perceived value and willingness to pay. This information will help you establish a pricing structure that aligns with the value you offer and remains competitive in the market.

Pricing models for software and service packages

There are various pricing models you can consider for your software and service packages. One option is a subscription-based model, where clients pay a monthly fee to access the software platform and receive ongoing support and updates. Another option is a tiered pricing model, offering different levels of functionality and service based on client needs and budget. Additionally, you can offer add-on services or upsells to maximize revenue. It is essential to ensure that your pricing structure is transparent, flexible, and scalable to accommodate the growth and evolving needs of your clients.

Factors to consider when setting prices

Several factors should be taken into account when setting prices for your software and services. These factors include the cost of developing and maintaining the software platform, overhead expenses, market demand, target audience, competition, and the value provided to clients. It is crucial to strike a balance between generating revenue and offering competitive pricing that aligns with the needs and budgets of real estate agents. Regularly evaluate and adjust your pricing structure as market conditions and client expectations evolve.

Implementing the Software and Service Combination

Choosing the right software platform

Selecting the right software platform is essential for the success of your digital marketing agency. Consider the specific needs and goals of your real estate clients, as well as your agency’s requirements and capabilities. Look for a software platform that offers the necessary features for lead generation, CRM, email marketing, automation, analytics, and reporting. Evaluate the platform’s ease of use, customization options, scalability, and integration capabilities with other marketing tools. Take advantage of free trials and demos to test different platforms and gather feedback from your team before making a decision.

Setting up and customizing the software

Once you have chosen a software platform, it is crucial to set it up and customize it to align with your agency’s branding and workflows. Configure the lead generation tools, CRM functionalities, email templates, and automation workflows according to your clients’ needs and preferences. Customize the software’s user interface and design to create a seamless and cohesive experience for your clients. Provide training and resources to your team to ensure they are proficient in using the software and can effectively assist clients in maximizing its value.

Integrating the service component

The service component of your agency should seamlessly integrate with your software platform. Define clear processes and workflows for delivering the service, including lead generation strategies, content creation, social media management, and performance tracking. Determine how your team will work alongside the software to provide tailored solutions and ongoing support to clients. Automate repetitive tasks where possible to increase efficiency and ensure consistency in service delivery. Regularly review and improve your service offerings based on client feedback and industry trends to stay ahead of the competition.

Creating onboarding processes

Establishing effective onboarding processes is crucial for nurturing strong client relationships and ensuring their success with your software and services. Develop a structured onboarding program that includes training sessions, educational resources, and access to support channels. Provide clients with step-by-step guides, video tutorials, and best practices to help them get started with the software platform and understand how to leverage its features effectively. Encourage ongoing communication and feedback during the onboarding process to address any questions or concerns and establish a strong foundation for a long-term partnership.

Managing Client Relationships

Effective communication strategies

Effective communication is at the core of successful client relationships. Implement clear and efficient communication strategies to foster open and transparent dialogue with your clients. This may involve setting regular check-in meetings, utilizing project management tools for collaboration, and providing multiple channels for communication, such as email, phone, and chat. Actively listen to your clients’ needs and concerns, provide timely updates on progress, and offer personalized recommendations and insights. Regularly collect and analyze client feedback to continuously improve your communication strategies and ensure client satisfaction.

Providing ongoing support and resources

Offering ongoing support and resources is essential for maintaining strong client relationships and helping them achieve their goals. Provide access to a knowledge base, training materials, and support documentation that empower clients to troubleshoot common issues independently. Offer regular webinars, workshops, or Q&A sessions to address frequently asked questions and share best practices. Assign dedicated account managers or support representatives to serve as the main points of contact for clients, ensuring prompt responses and personalized assistance.

Addressing client concerns and feedback

Addressing client concerns and feedback is crucial for client retention and satisfaction. Actively seek feedback from your clients through surveys, regular meetings, and informal check-ins. Listen attentively to their concerns, suggestions, and needs, and acknowledge their feedback. Develop a system for tracking and addressing client concerns, ensuring timely resolution and follow-up. Take feedback as an opportunity to improve your processes, service offerings, and software platform continuously. Communicate openly with your clients about any updates, changes, or improvements based on their feedback, fostering a sense of collaboration and partnership.

Ensuring Success and Growth

Monitoring and analyzing performance

Regularly monitoring and analyzing performance is essential for identifying areas of improvement and maximizing the success of your digital marketing agency. Utilize the analytics and reporting tools available in your software platform to track key metrics, such as lead conversion rates, website traffic, email engagement, and ROI. Analyze the data to identify trends, patterns, and opportunities for optimization. Create custom dashboards and reports for your clients to provide them with transparent insights into their marketing campaigns’ performance.

Continuous improvement and optimization

Continuously improving and optimizing your processes, strategies, and service offerings is crucial for staying competitive in the ever-evolving digital marketing landscape. Regularly evaluate the effectiveness of your lead generation strategies, conversion optimization techniques, and service delivery processes. Stay updated with industry trends, emerging technologies, and best practices. Embrace a culture of experimentation and innovation, encouraging your team to test new ideas, tools, and approaches. Foster a culture of continuous learning by providing training and professional development opportunities for your team.

Expanding service offerings

Expanding your service offerings not only enhances the value you provide to clients but also opens up new revenue streams and growth opportunities for your digital marketing agency. Keep a pulse on industry trends and emerging demands to identify potential services that align with your agency’s expertise and client needs. Consider offering specialized services, such as video marketing, social media advertising, influencer partnerships, or website design and development. Conduct market research and gather client feedback to validate new service ideas and ensure their viability in the market.

Scaling the business

Scaling your digital marketing agency requires careful planning, strategic decision-making, and a focus on long-term sustainability. As you onboard more clients, ensure your infrastructure and resources can handle increased demand. Automate repetitive tasks and leverage technology to scale your service delivery without sacrificing quality or client satisfaction. Hire additional team members or outsource certain tasks to maintain efficiency and meet client expectations. Continuously update and optimize your processes to ensure scalability and prepare for future growth.

Case Studies

Successful examples of software and service combinations

Several digital marketing agencies have successfully combined software and service to provide comprehensive solutions to real estate clients. For example, Agency X offers a software platform that integrates lead generation, CRM, email marketing, and analytics, while also providing hands-on support and lead nurturing services. This combination has allowed Agency X to help real estate agents streamline their marketing efforts, increase lead conversion rates, and ultimately close more deals. By offering a software and service bundle, Agency X has positioned itself as a trusted partner and achieved remarkable success in the industry.

Results achieved by digital marketing agencies

Digital marketing agencies that have adopted a software and service combination approach have achieved significant results for their real estate clients. For instance, Agency Y has helped its clients generate a 50% increase in qualified leads and a 30% increase in closed deals within three months of implementing their software and service package. By leveraging advanced lead nurturing strategies and personalized communication, Agency Y has been able to optimize client campaigns and drive tangible business growth. These results highlight the effectiveness of combining software and service in achieving real estate marketing success.


Starting a real estate digital marketing agency with no experience may initially seem challenging, but by combining software and service, you can provide a comprehensive solution that meets the needs and expectations of real estate agents. This approach enhances the client experience, increases efficiency and productivity, and positions your agency as a trusted partner in their marketing journey. By utilizing effective lead generation and client acquisition strategies, developing a competitive pricing structure, implementing the right software platform, managing client relationships, and ensuring continuous improvement and growth, you can build a successful digital marketing agency that achieves remarkable results for your real estate clients. Remember, success comes through a combination of hard work, dedication, and a deep understanding of the real estate industry. So, embrace the opportunity, stay adaptable, and be ready to seize the immense potential that lies within the world of real estate digital marketing.