CR Marketing Handbook 2024

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Cape Region MARKETING HANDBOOK

Our PGP Values

Graciousness means kindness, courtesy and never being rude

To be Charming means to be sociable, sincere and genuine

Empathy means concern, compassion and interest

Fairness means objectivity, even handedness and balance

Trust earned by being dependable, reliable and consistent

Integrity means honesty, do the right thing, it’s the right thing to do

Dignity means self-respect, pride and composure

Diligence means being meticulous, conscientious and thorough

Tenacity means determination, resolve and purpose

Flair means talent, aptitude and ability

Style means sophistication and refinement

Skill means expertise and competence

Courage means being resilient and brave

Chutzpah means to be daring and audacious

Humanity means to genuinely care for people no matter their creed, colour, gender, orientation and background

Humility means unpretentiousness and modesty

Positivity refers to choosing this attitude over negativity

Family values refers to an authentic sense of belonging, identity and tribe

Service is being of service and in service of

Service Excellence means genuinely going the extra mile

Fun refers to Joy, a sense of humour and laughter

And finally, Passion refers to a deep-seated feeling of desire, hunger and a will.

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Our PGP Manifesto

We don’t just transact property We curate our unique legacy

And we inspire life

The Pam Golding Way Passionate, Optimistic and Remarkable We embrace opportunity where others see challenge with courage, tenacity and passion

We are the Pam Golding Family 2500 strong

Born from 44 years in the Property Industry

We have Excellence in our veins Empathy in our character Integrity in our actions and Honour in our hearts

We love what we do Our blood runs green We are not estate agents

We are agents of The Pam Golding Way Cherishing the human spirit, when it is needed most. We are here.

We are present.

We are proud

We are South African and African Because we Live Remarkable The Pam Golding Way.

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Our Mission Statement

Provide all existing and future clients with a world-class standard of differentiated service, while upholding our reputation for developing long-term customer relationships based on the cornerstones of empathy, knowledge, experience and integrity.

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Our 6 Strategic Pillars

1. The Luxury brand imperative - where PGP dominates the inspirational position in the residential market.

2. The Hyper-local strategy - every agent is a household name in their community and they are chosen by customers ahead of the competitors.

3. Our Exclusive Mandate imperative.

4. Intelligent pricing model.

5. Lead management imperative incorporating our internal referrals business flow.

6. Our Purpose Imperative linked to the Live Remarkable campaign and “cherishing the human spirit” as our “why”.

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HELPING PEOPLE FEEL AT HOME SINCE 1976

At Pam Golding, we understand that the most valuable properties are those that can’t be bought or sold. There are many remarkable properties. But it’s the human ones we value most.

Awarded • Best South African Real Estate Agency over 20 office 2023/24 • Best South African Real Estate website 2023/24

The Pam Golding Way

1976 Where it began

Pam Golding sold her first property from her garage. Her way. The Pam Golding Way.

Armed with style, honesty and a steely tenacity, Pam’s grace and integrity redefined the real estate industry in South Africa. She was passionate about helping people and loved saying, ‘I’ve got something for you that you would love’, and getting it absolutely right.

1996 Andrew Golding takes the reigns

Pam Golding’s youngest son, Dr Andrew Golding, took over the reins of the family business in 1996.

For those of you who have met Andrew, you will know that he not only inherited his mother’s warmth and quiet humility, but also her innate business acumen.

2016 I am PAM

The “I am Pam” campaign launched via our first TV advert and was essentially the beginning of when first starting referring to our PGP-ness as “The Pam Golding Way”.

This was the first campaign to reach hyper-local agent level, where every agent had professional photos done and every piece of collateral was updated.

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Our Campaign Journey

2021 Live Remarkable

Following the COVID years, everyone’s lives were affected and changed. We took this opportunity to reflect on the purpose of PGP and the following was launched into the business:

Live Remarkable – the Pam Golding Way

It is not a goal to be achieved, not a destination to be reached, nor a moment in time to be savoured. Nor is it about the transactional nature of our business. In fact, it is not about business at all. It is about a way of being. It is about cherishing the human spirit … about what drives us … what inspires us … what we really value … what we celebrate…..and what makes us ‘us’, both as individuals and, indeed, as a collective group of like-minded beings.

2022 I am Campaign

In 2022, we expanded this initiative with the “I am...” campaign.

This campaign allows our clients to gain a deeper insight into our agents through authentic and inspiring statements of intention and affirmations.

2023 Remarkable Human Properties

Our latest brand campaign centres around the concept of Remarkable Human Properties. This evolution of our Live Remarkable campaign showcases our remarkable people, whose human attributes, values, and passions define our organization. Since our inception in 1976, the quality and importance of our people have been fundamental to our success and is indeed what makes us, us. Here are the two straplines:

At Pam Golding, we understand that the most valuable properties are those that can’t be bought or sold.

There are many remarkable properties. But it’s the human ones we value most.

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OFFICE MARKETING RESPONSIBILITIES

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Table of Contents BRAND BASICS OFFICE BASICS AGENT BASICS I AM CAMPAIGN

Whose Who in PGP National Marketing

National Marketing Delivery Team Head Office

Anna Davis

National Marketing Manager

Talbot Ferguson

Art Director

Francois Dixon

Digital Marketing Manager

Duncan Smit

Chief Technology Officer

Sharyn Keegan

Group Project Manager

Lauren van Wyk

Delivery Team Coordinator

Leigh Foaden All things Alchemy

Gaye de Villiers

National PR Manager

Sandra Gordon Researcher

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Pam Golding sold her first property from her garage. Her way. The Pam Golding Way.

Armed with style, honesty and a steely tenacity, Pam’s grace and integrity redefined the real estate industry in South Africa.

She was passionate about helping people and loved saying, ‘I’ve got something for you that you would love’, and getting it absolutely right.

MARKETING MATRIX

COMMUNICATION

USEFUL EMAIL ADDYS

BRAND GUIDES & POLICIES

DESIGNING COLLATERAL

SUBMITTING A DESIGN BRIEF

PPRA & FFC REQUIREMENTS

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PGP LINGO THE PGP BRAND THE PGP LOGO SAVILLS LOGO

Marketing Matrix

Before we begin, please ensure you bookmark this link. PGP Marketing Matrix.

The Marketing Matrix is a “living” Google Sheet updated regularly with links to all the tools, guides, recordings, forms and files you will need to get started with all things PGP Marketing. Please make this your first port of call for any marketing queries.

To get access please request permission by supplying your name, position and office details with a valid Gmail email address.

Useful email addy’s

PGFS

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Alchemy Help Desk alchemyteam@pamgolding.co.za Savills Submissions savillssubmissions@pamgolding.co.za Yenza stationery queries orders@pamgolding.co.za PGP Lingo
PGP - Pam Golding Properties
- Pam Golding Franchise Services
EM - Exclusive Mandate
JM - Joint Mandate OM - Open Mandate
Valuations
Exclusive Mandates, not sole mandates.
OTP - Offer to Purchase We refer to Market Evaluations, not
and

Communication

PGP CRM WhatsApp Group

Please join our Cape Region Marketing WhatsApp group to keep up to date with all things Marketing in the region. It is also a great platform to engage with your colleagues, share information or to ask questions.

CRM weekly status meeting

We host a status meeting every Monday morning with the team to plan our week and allocate jobs as well as check running job statuses, etc.

A link to this meeting will be shared via our WhatsApp group on a Monday morning.

PGP Internal Facebook Group

An internal company Facebook group for agents and staff to keep updated with latest events, campaigns and company initiatives.

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The PGP Brand

Pam Golding Properties was built on a foundation of immutable core values that are integral to our brand. These are the principles and beliefs that guide us in all we do and how we do it.

The equity of our Brand and our public facing Brand image is governed by certain corporate identity rules, including but not limited to, how our logo is portrayed, the use of our corporate colours, the tonality of messaging, etc.

If you are going to be printing or posting on social media any Brand related content or advertising, it is essential that you comply with these Brand corporate identity rules and not use content or advertising that does not comply with our corporate CI.

Please always refer to the company as Pam Golding Properties (not Pam Golding). Pam Golding is the person. Pam Golding Properties is the company.

Brand Guides & Policies

PGP CORPORATE SOCIAL MEDIA POLICY

PGP CORPORATE BRAND CI GUIDE

PGP FACEBOOK STANDARD OPERATING PROCEDURES

FILMORA VIDEO GUIDE AND TEMPLATES

Designing your own marketing collateral

We have hundreds of marketing collateral templates for print, brochures, drops, adverts, social media, digital and WhatsApp on Alchemy and additional marketing templates on Marq available for use.

There should not be a requirement for bespoke design work. If there is a template you require – and a template means that it will be used in the size and layout with edits only to the images and text content – on a regular basis by more than a single office, then please put your request through to me via email - lisa.tulipan@pamgolding.co.za

The exception is outdoor billboard and signage – specifically office signage as there is not a uniform size to work with. Please email me your requirements.

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The PGP Logo

Our logo connects us to the PGP family and gives us our own identity. PGP Corporate Brand CI Guide (Refer to page 14 – 24)

This is our logo, which includes the green space around it. Do not crop or alter the logo in any way.

Refer to the Marketing Matrix to download the logo.

Logo - Clear Space

Our logo has a clear space area. This ensures that no other elements get too close to the logo or compromise its legibility. The best practice clear space should be used wherever possible. The clear space area is determined by the size of the logo.

Savills Logo

Required on all our marketing collateral except for some social media posts and some select promo items such as pens.

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Submitting a Design Brief

Always check Alchemy and Marq first in case we already have what you are looking for. Please send all briefs via email and explain the purpose of your brief – why are you asking for it. Then refer to the 6 key requirements below when compiling a design brief for submission:

6 Key Requirements when submitting a brief

1. Please provide a deadline – ASAP is not a deadline. The deadline should also be realistic.

2. Is it for print, outdoor, online?

3. Please include the sizes required, noting which is height (h) and which is width(w)

4. Are crop and bleed marks required?

5. Portrait or landscape orientation?

6. What information is required? Please supply all the info – including contact details, agent names etc.

Briefs are to be sumitted with a brief form detailing the requirements of the job and all elements needed for the design is to be supplied upon briefing.

Briefs to be sent to lisa.tulipan@pamgolding.co.za/ alternatively loaded onto Click Up.

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PPRA & FFC Requirements

All print marketing material where an office is mentioned is required to have the following

PPRA – BRANCH OFFICE

Pam Golding Propeties (Pty) Ltd - <Office>

Registered with the PPRA. Holder of a Business Property Practitioner FFC. Operating a Trust Account. W +27 xx xxx xxxx E <office>@pamgolding.co.za

All artwork where an agent’s name is mentioned is required to have this line Registered with the PPRA – Full Status / Candidate FFC

Ensure you have all the login details to hand –including passwords for all the different systems and platforms required for the smooth running of the office marketing.

WEBSITE - OFFICE PAGES

WEBSITE - AREA GUIDE

GOOGLE MY BUSINESS

FILMORA VIDEO EDITING

YOUTUBE CHANNEL

SOCIAL MEDIA ACCOUNTS

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MARQ

Office

Pages

VIEW EXAMPLE

Office pages are updated via HR – So if any agents are missing or are there that shouldn’t be there, then this is a system / HR issue so please chat to Annelei.

Area Guides

VIEW EXAMPLE

Area guides are updated by yourselves via Sitefinity. You have to add/ remove agents as required. It doesn’t happen automatically.

Help guide is available via Marketing Matrix.

Agent Micro Pages / Exclusive Mandate Presentation

VIEW EXAMPLE

Area micro page links are available via Alchemy under the Admin settings. There are many other useful links we regularly use that you can find here as well. If you have any question you can speak to the team for some clarity and to show you how to navigate to this section.

Google Business Profile

All GMB branch profiles are managed by the Digital Marketing team. For any queries contact: wandile.madlala@pamgolding.co.za

Filmora Video Editing

Recommended program for editing videos for YouTube and social media reels. National Marketing have templates available for use.

If you need the login details, please speak with Lisa Tulipan.

TEMPLATE ASSETS AND PROJECT FILE DOWNLOADABLE HERE.

FILMORA SOFTWARE DOWNLOAD LINK

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Website Pages

PGP YouTube Channel

The Cape Region has our own Western Cape YouTube channel that is manages by the Digital Marketing team. For any queries please contact: shania.jooste@pamgolding.co.za

Office Social Media Accounts

All branch social media accounts are managed by the Digital Marketing team. For any queries please contact: wandile.madlala@pamgolding.co.za

MARQ

We have one account for the Cape Region team that all memebers have access to. For login details or any queries, please contact: lisa.tulipan@pamgolding.co.za

The following are the basic, but important processes and elements to have in place for agent branding, PGP website location searches, marketing collateral in Alchemy and for client Exclusive Mandate (EM) Presentations.

HR - FFC STATUS

AGENT IMAGES

AGENT PROFILE PAGES

AGENT LOCATION MAPPING

AGENT STATIONARY

EM PRESENTATION

EMAIL SIGNATURES

SOCIAL MEDIA

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HR - FFC Status

Required to have this setup correctly – are they sales and/or rentals, correct details and FFC status, otherwise they can’t produce collateral or business cards. Contact Annelei in HR.

Agent Lifestyle & Profile Images

Required to be able to produce Marketing collateral in Alchemy, Business Cards, car branding, board stickers. Lifestyle image shows on website, Profile pics on Portals.

The Digital Marketing team processes and uploads all agent images onto Alchemy. For queries, please contact: shania.jooste@pamgolding.co.za

Agent Profile Page

A page is created automatically when an agent is loaded onto HR and Alchemy. However, it is recommended that you update it with agent bio and testimonials as a min.

Agent hyper-local – showcases their FFC status, For sale, SOLD listings, testimonials, Awards etc.

VIEW EXAMPLE.

Agent Location Mapping

This is important for buyers or sellers searching for agents in an area. The area can be Karoo, as well as the smaller towns and suburbs. If this is not done, then the agent won’t appear in the Agent lookup feature on the website.

VIEW EXAMPLE.

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Agent Stationery & Boards

Admin Managers to order ONLY. Agents have access to the cataloque only. For any queries, please contact: lisa.tulipan@pamgolding.co.za

Exclusive Mandate Presentation

Printed Exclusive Mandate

The printed Exclusive Mandate consists of a brochure and folder which can be ordered from Yenza and Inserts which are downloaded and printed from Alchemy.

Digital Exclusive Mandate

Sending an emailer – Our Exclusive Mandate offering.

VIEW EXAMPLE.

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Email Signatures

Every agent and staff member requires an approved email signature with the correct PPRA required information. There are I AM Statement of Intent (SOI) email signatures with and without images available to download on Alchemy and Marq.

We have updated the email signatures and instructions on Goldnet with the updated IPA awards/footer: Depts & Divisions – National Marketing – Email signatures

Marq links to email signature templates:

1. Agent with Image

2. Without Image

3. Branch Corporate Signature

Job Title

Registered with the PPRA - <Full Status FFC / Principal FFC/ Candidate FFC>

Address line 1 and optional line 2, Suburb Name, Town and Postal Code M: +27 xx xxx xxxx W: +27 xx xxx xxxx

Pam Golding Properties (Pty) lts - <Office>

Registered with the PPRA. Holder of a Business Property Practitioner FFC. Operating a Trust Account. W: +27 xx xxx xxxx E: <ofice>@pamgolding.co.za

Notes for the above

• Name and Surname is Times New Roman 15

• The rest of the signature text is Arial 9

• Please complete job title, office physical address, personal mobile number and office telephone number

• In 2nd section, please replace “Office” with Office name

• In last line, please edit to be office telephone number and office email address

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Social Media

Agents can post listings for sale to their personal unbranded accounts using the various social media collateral templates available to download via Alchemy.

Agents are encouraged to join community Facebook groups – hyper-local profiling – assisting with community matters – often there are queries about the area agents can help with – they become known as the person to go to for info on the area – and then the go to person for sales.

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We started with the original I AM PAM Campaign

Launched the next phase called Live Remarkable campaign in August. Click here for info on our Live Remarkable heroes.

I AM Campaign

Once you have the basics in place, the agents can move on to implementing the I AM Campaign

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PHASE 2 PHASE 3
2016 2021 2022 PHASE 1

I AM Campaign - Phase 1

• Choose a SOI (statement of intent) from list provided

• Update the selected SOI in Alchemy for the agent – Click here for guide

• Set up email signature – artwork available in Alchemy > Do Prospecting > SOI

• Drops and Social media artwork available in Alchemy > Do Prospecting > SOI

• Agents can share social media artwork on their Facebook and Instagram, and on their WhatsApp status – refer to the Guide below

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I AM Campaign - Phase 2

1. Drops and Social media artwork available in Alchemy > Do Prospecting > Agent USP

2. Agents can share social media artwork on their Facebook and Instagram, and on their WhatsApp status – refer to the Guide below.

I AM Campaign - Phase 3

Phase 3 consists of brand USP messaging with videos available for download via Alchemy. This phase has no agent personalisation.

Do Prospecting > I am Campaign > Brand USP

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There are a large number of areas of responsibility from a branch office marketing perspective that you might not be aware of, and it could be split between a few resources, depending on how your offices have been set up.

The following pages are a summary snapshot of everything involved in PGP Office Marketing that your office needs to know about, understand, engage with, update, or review at specific times. Some tasks might be daily like checking photos of listings and some might be annual like checking the office exterior signage.

PGP BRAND

SYSTEMS & PLATFORMS

NATIONAL MARKETING OPPORTUNITIES

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AGENT MARKETING & COLLATERAL PROPERTY MARKETING & COLLATERAL OFFICE MARKETING & COLLATERAL AREA MARKETING & COLLATRAL

PGP Brand

Area of Accountability

Actions/Standards/ Expectations

PGP Facebook Internal

Brand CI Guide

PGP Group Social Media Accounts

Facebook SOP

I AM Campaign 2022

Live Remarkable CI Guide

PR/ Editorials

An internal company Facebook group for agents and staff to keep updated with the latest events, campaigns and company initiatives.

Familiarise yourself with the guide. Adhere to the guidelines.

Logo: Pages 14-44

Colour: Pages 50-51

Font: Pages 56-63

Like and follow the PGP group accounts. Links are found on Alchemy under the GoldNet page.

Share posts and stories. Use it as inspiration for your own office content calendars and posts.

Know where to find it Read it.

Adhere to the guidelines

Know where to find it. Familiarise yourself with campaign, contents, elements & artwork.

Know where to find it. Read it.

Adhere to the guidelines.

Where to Find/Links Person Responsible

PGP Internal FB Page

PGP Corporate Brand CI Guide Download Logos

X (Twitter)

PGP Facebook Standard Operating Procedures

I AM Campaign Info folder

Live Remarkable Info Guide

Read articles. Incorporate them into your marketing plans. The Know - Blog Site

Accolades & Awards IPA Awards current and past Awards

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Facebook Instagram YouTube LinkedIn

Systems & Platforms

Area of Accountability

Alchemy

Bespoke CRM platform

Listings, property marketing and emailers

Download marketing collateral Update agent profile pages and more.

Careers Website The online careers portal for latest PGP employment opportunities.

Filmora

Google

Lightstone

Marq

PGP Website

Sitefinity

Training Academy

Video editing software for which PGP provides templates and training guides.

Google Drive

Google My Business

Online property transfer information using web-based software tools and databases

The brand templating platform for marketing managers and admin staff.

PGP’s shop front Register for alerts Navigate and know where to find what.

Back-end system for updating website pages. E.g. Area guides & development

Website for accessing the training library of online courses and videos.

WeTransfer Easy way to transfer large files.

WhatsApp for Business

Yenza

Communication tool for offices and agents. Share marketing collateral via messages and status updates - as well as catalogues.

Where to Find/Links

Alchemy

Careers Website

Filmora - Windows Filmora - Mac

Google My Business Info Guide

Any Special Comments/ Notes

All agents, managers & staff have access.

Once-off cost involved.

Marq

PGP Website

Sitefinity

Training Academy

WeTransfer

Stationery and promo items ordering and payment platform. Office manager access. Yenza

Ask Lisa Tulipan for access.

Ask Lisa Tulipan for access.

Access via AlchemyGoldnet

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Details
via Alchemy
Lightstone Access
Access via AlchemyGoldNet
YouTube PGP Listings’ videos hosted YouTube

National Marketing Opportunities

Area of Accountability Details

Email newsletter

Listings curated by National Marketing & selected by Andrew Golding

Any Special Comments/Notes

Andrew Residential Newsletter

Savills Website

Zoopla

International Data Feed

Exquisite Digital Brochure

Website Featured Submissions

Development & Estates Newsletter

Exclusive mandates only

Must be valued at more than R10 million or R45 000 p/m

Remarkable professional photography Must be active on PGP Website Core residential only

Exclusive mandates only

Must be valued at more than R10 million

Remarkable, professional photography Must be active on PGP website Core residential only. No developments/vacant land.

UK based property portal Min 6 month contract

Select up to 50 listings to advertise You get 10 free Premium listings per month as part of your monthly package.

Exclusive mandates only

Must be valued at more than R10 million For Rentals more than R45 000 per month

Remarkable, professional photography Seller must be willing to showcase property nationally Must be active on PGP website

1 Listing per page

Featured on the homepage of the PGP website on a rotational basis for one month.

Exclusive mandates only

Remarkable, professional photography Must be active on PGP website

Email newsletter

Listings curated by National Marketing & selected by Andrew Golding

Exclusive mandates only

Must have a development page on the PGP website Rentals - minimum price of R45 000 per month

Luxury Property Social Media Opportunity to profile high end luxury listings on the group Facebook and Instagram accounts

No cost No guarantee of acceptance

No cost

No guarantee of acceptance

Submit brief form and photos to savillssubmissions@pamgolding.co.za Submission form and info

Speak to Lisa Tulipan to sign up Listings uploaded via Alchemy when account activated More info here

Cost R2,500 per page

Only 1 listing per page

No cost

No guarantee of acceptance

No cost

No guarantee of acceptance

No guarantee of acceptance

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Agent Marketing & Collateral

Area of Accountability

Boards

Car Signage

Drops

Email Signatures

Exclusive Mandate Packs

GC/EC Collateral

Lifestyle & Profile Images

Name Badges

Occasional Collateral

Outdoor Adverts

Profile Pages

Order new agent’s boards

Check the current agent’s board artwork is correct? Any wear and tear?

Ordered correct stickers?

Every agent to have basic car signage/ magnets as per your office requirements. Audit condition of signage

Drops to be prepared Brand message on front, agent SOI on back or property listings

Every agent and staff member are to have the required, brand approved email signature. Review regularly.

Prepared packs in advance

Ensure packs have all required inserts Review regularly Agent evaluation page URL

Ongoing

Ongoing

Ongoing

Ongoing

Ongoing

Order GC stationery Annual

Every agent is required to have a set of approved Lifestyle and Profile images. Brief in images for upload. Review regularly

Every agent and staff member to have a name badge. Order via Yenza

Ongoing

Every 3 months

Ensure agents are informed of collateral available to be used on social media and print drops. Refer to Calendar

Audit of agent adverts

Check for wear and tear - relevance? Brief in new requirements

Check and update regularly

Add testimonials

Every 6 months

Every 6 months

Stationery Agent business cards, exclusive mandate inserts, board stickers Monthly

Testimonials Collect testimonials for marketing opportunities Monthly

Training Sessions Check Training Academy site and regular emailers. Weekly/ Monthly

Whatsapp for Business

Help agents set up

Assist with artwork requirements As required

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Required/Standards & Expectations Timings Person Responsible Important Stakeholders
Action

Property Marketing & Collateral

Area of Accountability

Alchemy Emailer Briefs (Property)

All agents are required to have locations mapped via Alchemy for website searches. Ad hoc

Boards Board placements, directional boards

Listing Quality Checks

Marketing Text

National Marketing Opportunities

Photography

Portals (SA)

Print Publications (Local)

Show Days

Social Media

Videos & Drones

Website Featured Submissions

Zoopla International Data Feed

Check for typos, poor quality images before publishing.

ChatGPT can assist

Refer to guide on spelling & discontinued phrases in Alchemy help section.

Refer to National Marketing opportunities guide Submit as required

Refer to Calendar

Guide to best practices. Hero image selection

Property24, Private Property Review listings Check reports Agent Zone

Prepare adverts via templates in Marq Check proofs & sign off Weekly/ Monthly

Coordinate & manage roll out of show days with collateral Weekly

Post Just Listed, Exclusive Mandates, Sold, For Rent on office accounts. Daily

Video editing

Uploading to YouTube

Submit best Exclusive Mandates with exceptional photography.

Refer to Marketing Matrix for info on signing up Select listings to upload via Alchemy International Data feed section Check Zoopla website Make use of Agent Zone

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Action Required/Standards & Expectations Timings Person Responsible Important Stakeholders
Weekly
Daily/Weekly
Daily/Weekly
Daily/Weekly
Weekly
Weekly
Monthly
Monthly

Office Marketing & Collateral

Activations & Events

Alchemy Emailer Briefs (Office)

Collection Brochures

Google My Business Listing (Office)

Newsletters (Office)

Occasions Office Collateral

Office Signage

Planning events Roll out Management Collateral

Office emailers - create mock-up of emailer design

Complete brief form for submission Check proofs & sign off Ad hoc

Print & digital Plan, implement, manage, measure Check proofs & sign off

Check info is correct

Update with listings, office pics and opening hours.

Plan, collate, design (mock-p) and brief in office newsletters. Check proofs & sign off

Share with agents, post on office social accounts. Print drops Refer to Calendar

Brief in requirements Signage should be in good condition and on brand Check proofs and sign off

Promo Items Order via Yenza

Create a content calendar Share posts from group accounts Post regularly Update cover images

Stationery

Order via Yenza: exclusive mandate packs, brochures, folders, window cards, etc.

Store Design Interior of office in good order and on brand.

Sunday Times Offer If applicable, ensure it is managed well with drop offs and distribution.

Website Office Pages Review & update as required Every 6 months Window Displays

Check in good order Correct design stock Change listings

KW - Sylvia AS - Lisa

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Action Required/Standards & Expectations Timings Person Responsible Important Stakeholders
Area of Accountability
Ad
hoc
As required
Monthly
As
required
Annual
Monthly
Social Media
Daily Digital Marketing Team
Monthly
Annual
Weekly
Weekly Office Coordinator

Area Marketing & Collateral

Area of Accountability

Area Guides

Community Whatsapp Groups

Competitor Analysis

CSI Community Initiatives

Outdoor Advertising (Area)

Regional Newsletters

Social Media (Area)

Developments

Development Page

Development Marketing

Development Alchemy Emailers

Update regularly via Sitefinity

Every 6 months

Answer questions, be of help, offer advice if asked. Ongoing

Review competition

Collect examples of marketing Check stock

Heart of Gold

Mandela Day - 18th July

Agent passion projects

Sponsorships

Update the Heart of Gold CSI Sheet via Google Forms

Audit of outdoor PGP brand adverts. Are they current, on brand and in good condition?

Brief in new design requirements

Check proofs & sign off

Plan, collate, design (mock-up)

Brief in office newsletters

Check proofs & sign off

Facebook community engagement

Every 6 months

As required

Every 6 months

As required

Running campaigns Ongoing

Brief in new development page - click here

Update page via Sitefinity

Refer to Marq for templates on brochures, drops, billboards and email layout templates.

Brief in emailers as per Alchemy emailer brief

Action Required/Standards & Expectations Timings Person Responsible Important Stakeholders

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.