12-Month Marketing Plan · Kimberly Davalos-Perez

The north-star metric

Real buyer & agent conversations started each week.

Not likes. Not followers. Conversations. Closings are a lagging result you can't control directly — conversations are the leading input you can. Win the weekly conversation count and the closings follow.

The engine — your week

Theme Days + the Daily 23. This is the whole system.

Day	Lead with (Power 2 Hours · 8–10 AM)	Hub page
Mon	Agent partnerships — outreach + co-marketing playsRESPA §8	Outreach · Co-Marketing
Tue	Transactions in process — protect every active file	—
Wed	Buyers — follow up leads, answer DMs, nurture	Emails · Social
Thu	Database — reconnect past clients & sphere	Database
Fri	Power 60 — a focused outbound push to finish strong	All

10database

5agent

5lead follow-up

3referral ask

= 23 daily contacts · the one number that predicts everything else. (Foundation tier: ramp at 15/day for 60 days.)

The business-model chain

Every closing makes the next two easier.

Attract

Content + reachI explain FHA and first-time buying in English or Spanish.

Connect

ConversationsDMs, calls, agent coffees — the Daily 23.

Convert

Pre-approvalsI explain the application and document-review steps.

Happy familiesI keep buyers informed as their files move toward closing.

Multiply

Referrals & reviewsI stay available for questions and welcome introductions.

Closings feed referrals → referrals feed the database → the database feeds Thursday → the flywheel spins faster every quarter.

3 big bets for the year

Where the focus goes — everything else is support.

Lead with FHA & first-time buying

I help Phoenix first-time buyers understand FHA in English or Spanish. I rotate get-ready coaching, self-employed questions, and Valley homebuying topics alongside that focus.

Build the referral flywheel

I use Thursday to reconnect, answer preparation questions, and offer a clear next step for first-time buyers.

Land 5–10 real agent partners

I use Monday to connect with agents serving Phoenix first-time and self-employed buyers. I focus on helpful education and clear communication.

The referral engine, by the numbers

Activity targets you control — not promises.

contacts / day

your Daily 23

theme days / week

Power 2 Hours each

~90

touches / week

consistency compounds

months

same system, every week

Win the inputs and the outputs take care of themselves. Consistency > intensity.

Quarter by quarter

Build the base, then compound it.

Q1 — Launch & rhythmKimberly

Send your launch page to 10 people; post the reintroduce video
Start the First 30 Days content; film 2 bursts/week
Build your "100 people" list; start Thursday Database
Land your first 2 agent partners

Q2 — Scale content & partnersKimberly + Coaching

Run the 90-day calendar; hold the posting rhythm
Run your first co-marketing play (bilingual open house)RESPA §8
Grow to 5 agent partners; send the guides as value-drops
First database reactivation wave complete

Q3 — Authority & eventsKimberly

Host an FHA and first-time buyer seminar (review the cost-split)
Add a get-ready class on savings and self-employed paperwork
Lean hard into referrals from Q1–Q2 closings
Double down on whatever content is converting

Q4 — Optimize & planKimberly + DeShawn

Review the numbers; cut what's not working
Recruit reviews + referrals from the year's families
Deepen the top 3 agent relationships
Set next year's production goal & refresh the plan

The idea bank

20 ideas, tagged when to run them. Don't do all at once.

Idea	When
Reintroduce video + launch page to 10 people	Now
Daily Thursday database reconnects	Now
First 30 Days content sprint	Now
Monday agent outreach (5/day)	Now
Share the free guides as value-drops	Now
Co-host a bilingual open houseRESPA §8	Q2
90-day content calendar (Weeks 3–12)	Q2
Agent team lunch-and-learn (FHA and self-employed preparation)	Q2
AI-personalized buyer guides for agentsRESPA §8	Q2
Spanish-language Reels series	Q2
First-time buyer seminar	Q3
"Getting ready for my first home" class	Q3
Familia / Phoenix first-home question night	Q3
Client-appreciation co-host event	Q3
Collect & post client reviews (with permission)	Q3
Get-ready coaching for first-time buyers in Phoenix	Q3
Recurring homebuyer workshop series	Later
Paid social ads	Later
Realtor CE class sponsorship	Later
Podcast / YouTube long-form	Later

One post, start to finish

This is the bar — every post is this ready.

Pillar · FHA and first-time buying

"You don't have to know everything before we talk."

I can help you understand FHA and prepare for a lender review before you shop in Phoenix. We can start with your questions about credit, savings, or paperwork. If you work for yourself, I’ll explain which business records may be needed. CAPTION: If you've been putting off the conversation because you "don't know enough" — this is your sign. You don't have to know everything before we talk. That's what I'm here for. Aquí estoy para ayudarte a dar el primer paso. NMLS# 1707925 #FirstTimeHomeBuyer #PhoenixMortgage #FHALoan #ComprarCasa #CMSMortgage

What's already handled for you

Set up before hand-off — nothing for you to chase.

Your market is set. Pages lead with Phoenix and your licensed-state list is wired into your launch page — nothing for you to configure. CMS

Your contact & apply link are live. Phone, email, and your application link are on every page — clients can reach you the moment you share a link. CMS

Your follow-up is built. Every borrower email and database sequence is written and loaded for you; CMS owns the GoHighLevel plumbing. CMS ops

Your tier is calibrated. Your scorecard targets and the Daily 23 are already tuned to your tier — start there, and we adjust as your real numbers come in. CMS

The one thing that's yours: protect 8–10 AM as phone time. Processing owns the files; you own the relationships. That's the whole job — everything above is done. You

If you do one thing this month

Start the rhythm — today.

Send your launch page to 10 people who know you, film your reintroduce video, and put your two Power 2 Hours blocks on the calendar. The plan only works if the week does.