Partner Onboarding

What success looks like at Vintory

Consistency is key

Marketing and advertising take consistency and time to be successful. Vintory has the responsibility to deliver marketing assets and execute on the strategy. Many factors go into a successful partnership:

  • Brand awareness
  • Total available market (TAM)
  • Competition
  • Comparable commission/service rates
  • Compelling offers
  • Marketing materials
  • Frequency of advertising
  • Lead follow up time

A homeowner typically needs 6–8 touch points before they are ready to take action. Be consistent and patient through the process — the results snowball with time.

Additional costs

  • Digital marketing — there are additional costs you pay directly to Google and Facebook to fund your ad accounts.
  • Trackable phone numbers — small costs for numbers and minute/text usage. Our average partner spends $30–$50 per month depending on usage.
  • Direct mail — contact sales for pricing.

What are the expectations of service?

We are very hands on in the onboarding process. You will have multiple meetings with your dedicated onboarding manager, a data review and a marketing strategy review. We build and launch your assets — postcards, landing page, cold email, realtor emails and digital marketing, depending on your plan.

Once you are onboarded and launched, our campaign management team handles the ongoing delivery of your campaigns. If you need more down the road, there is an a la carte menu:

Marketing

Product / CRM services

Design services

Additional services

Partner vs. Vintory responsibilities

ItemPartner’s roleVintory’s role
Data
  1. Submit the data order form
  2. Segment data into lists or targets
  1. Pull data
  2. Append data
  3. Load into the CRM
Landing page
  1. Input logo, favicon, fonts, colors and photographs into the landing page tool
  2. Fill out the key messaging worksheet and upload it to the Media Center
  3. Complete the pre-strategy meeting form
  4. Write the copy and personalize the landing page
  5. Create a subdomain off your main website (join.website.com)
  1. The landing page builder builds the foundation of the page
  2. Marketing strategy call to advise on messaging
  3. Tutorials in Vintory University and live webinars
  4. Push the landing page to your subdomain
Postcards
  1. Offer design assets to Vintory
  2. Identify which list should receive the postcard
  3. Proof the postcard
  4. Update your profile in Design Studio and add a card for postcard costs
  5. Send postcards from Design Studio
  6. On the Essentials plan, duplicate and adjust the postcard for future sends at your own pace
  1. Build the first postcard for you
  2. Connect Design Studio tracking to your landing page and notify you when the postcard is ready
  3. Add-on managed services can include a campaign manager to project manage sends and customize copy and design
Cold email campaigns
  1. Identify which targets should receive cold emails
  1. Send cold email campaigns on an ongoing basis
ROI calculator
  1. Input your average rental revenue and adjust for market specifics
  2. Provide your company hex colors
  1. Build the landing-page-facing part of the calculator
CRM
  1. Watch Vintory University training videos, the training webinar and a 1-on-1 session
  2. Adjust automations and publish workflows after reviewing them
  1. Offer training through webinars and 1-on-1 sessions
  2. Provide pre-built workflows and automations

Ongoing support: connect with Vintory through support or your account management team.