How a Digital Marketing Agency Uses Software to Help Real Estate Agents

Hey there! In this video, Jason Wardrop gives you an inside look at how his $3 million/year digital marketing agency is organized. He talks about the different teams that make up the company, such as sales, marketing, development, support, and account reps. Each team plays a crucial role in helping real estate agents generate leads and grow their business using their software. Jason also emphasizes the importance of transparency and hopes that by sharing their experiences, they can help others in their own business ventures. So if you’re curious about how a successful marketing agency operates and want some insights on team structure and roles, be sure to check out the video and give it a thumbs up if you find it helpful!

In this video, Jason Wardrop breaks down the organizational structure of his $3 million/year digital marketing agency. He explains the different teams and their roles, such as sales reps, marketing team, development team, support team, and account reps. Jason also highlights the importance of weekly team meetings and how they help solve problems and make necessary changes to improve the business. If you’re interested in learning more about how a successful marketing agency operates and want some tips on structuring your own business, this video is definitely worth a watch! Plus, Jason values transparency and encourages viewers to ask any questions in the comments section. So go ahead, give the video a thumbs up and stay tuned for more exciting content from Jason and his team!

How a Digital Marketing Agency Uses Software to Help Real Estate Agents

Introduction to the Digital Marketing Agency

In this article, we will be discussing how a digital marketing agency utilizes software to assist real estate agents in generating leads and growing their businesses. We will explore the various teams within the organization, their roles, and how they work together to ensure seamless operations. The agency boasts a lean and efficient structure, prioritizing a self-serve software approach with the aid of account representatives. By the end of this article, you will have a comprehensive understanding of how this digital marketing agency leverages software to support real estate agents.

Organizational Structure and Team Roles

The digital marketing agency in question operates with a well-defined organizational structure. At the top of the hierarchy is the CEO, Denise, who manages every aspect of the business. Denise ensures smooth operations, oversees team meetings, and assists in crucial decision-making processes.

The agency is composed of several teams, each with distinct roles and responsibilities. They include the sales team, marketing team, development team, support team, and account representatives. Each team plays a vital role in the agency’s ability to effectively serve its real estate agent clients.

Sales Team and Lead Generation

The sales team is responsible for engaging potential clients through phone calls. While the CEO, Denise, handles a significant portion of the sales, there are two dedicated sales representatives, Jason and Thomas. These sales reps conduct phone calls with interested clients to understand their needs and determine how the agency can best assist them.

To ensure the sales team is well-equipped, Cody, who has extensive sales experience, trains and manages the sales reps. Cody’s expertise helps the team effectively communicate the agency’s value to potential clients and close deals. Weekly meetings are held to address challenges, analyze sales performance, and make strategic adjustments to optimize results.

Marketing Team and Advertising Strategies

The marketing team is led by Jason and focuses on advertising through various platforms such as YouTube and Facebook. Jason is responsible for executing marketing campaigns that drive leads and appointments for the sales team. His expertise lies in creating compelling ads, targeting specific audiences, and optimizing campaigns for maximum effectiveness.

The marketing team’s primary objective is to generate leads for real estate agents by promoting the agency’s services and software. This is done through digital advertising strategies, including video ads, sponsored posts, and targeted ad placements. The team continuously monitors campaign performance, making data-driven decisions to optimize marketing efforts.

Development Team and Software Building

The development team, led by Kurt, is responsible for building and maintaining the agency’s software. Kurt, acting as the Chief Technology Officer (CTO), oversees the team of software engineers who create and improve the agency’s automation software.

Their software streamlines and automates repetitive marketing tasks, saving time and effort for both the agency and its clients. The development team continuously updates and enhances the software based on user feedback and industry trends. This ensures that the software remains effective in delivering results to real estate agents.

User Interface and User Experience Design

A crucial aspect of the software’s success lies in its user interface (UI) and user experience (UX) design. Drew, the agency’s UI/UX designer, collaborates with the development team to create intuitive and visually appealing interfaces for the software.

Drew’s expertise in design ensures that the software is user-friendly, allowing real estate agents to navigate and utilize its features seamlessly. As the software handles complex marketing tasks, Drew ensures that the user experience is straightforward and enjoyable.

Support Team and Customer Assistance

The agency recognizes the importance of providing excellent customer support to its clients. Lauren, as the head of support, leads a team of support representatives, including Devin, Taylor, and Zan. These support team members possess a deep understanding of the agency’s software and its functionalities.

The support team assists clients with any questions or issues they may encounter while using the software. This includes troubleshooting technical problems, providing guidance on software features, and resolving any challenges that users may face. Their goal is to offer prompt and effective assistance to ensure client satisfaction.

CEO’s Role in Ensuring Smooth Operations

Denise, as the CEO, plays a crucial role in maintaining smooth operations within the agency. She oversees team meetings, manages the support team, and addresses any operational challenges that arise. Denise’s prior experience as an account representative and support team member allows her to understand the intricacies of various roles within the agency.

In addition to her leadership responsibilities, Denise also plays a key role in training team members on different positions. Her firsthand knowledge of account representation and support ensures that the team is well-prepared to cater to client needs.

Lean and Efficient Structure

The digital marketing agency operates with a lean and efficient structure, allowing for flexibility and adaptability. The small team of ten members, with six being full-time employees, enables streamlined communication and decision-making processes.

This lean structure ensures that each team member is closely involved in the agency’s operations and has a deep understanding of various roles. By maintaining a compact team, the agency can quickly adapt to changes and efficiently address any challenges that arise.

Self-Serve Software and Account Representatives

The agency emphasizes a self-serve approach through its software, allowing real estate agents to utilize the platform independently. However, the agency also recognizes that some clients may prefer personalized assistance.

To cater to those clients, the agency provides account representatives, such as Devin, Taylor, and Zan. These representatives offer hands-on assistance by managing clients’ accounts and executing marketing strategies on their behalf. This hybrid approach allows clients to choose between using the self-serve software or relying on the expertise of account representatives.


In conclusion, this digital marketing agency effectively utilizes software to empower real estate agents in generating leads and growing their businesses. With a well-defined organizational structure and teams specializing in sales, marketing, development, support, and account representation, the agency ensures that all aspects of its operations are covered.

The software built by the agency’s development team automates repetitive tasks, saving time and effort for real estate agents. The user-friendly interface and excellent customer support provided by the agency further enhance the overall user experience.

The CEO’s role in maintaining smooth operations, the lean and efficient structure of the agency, and the availability of both self-serve software and account representatives contribute to the agency’s success.

By understanding how this digital marketing agency leverages software to support real estate agents, you can gain insights to enhance your own business strategies. Whether you choose to adopt a self-serve approach or rely on personalized assistance, the key is to utilize technology effectively to maximize your marketing efforts and achieve your business goals.