12-Month Marketing Plan · Vidhi Sharma

The north-star metric

Real buyer & agent conversations started each week.

I track useful conversations. I focus on buyers comparing loans, USDA questions outside the cities, the VA benefit, and get-ready coaching. I measure activity without promising results.

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 share plain-language loan comparisons and preparation tips for Hampton Roads buyers.

Connect

ConversationsDMs, calls, agent coffees — the Daily 23.

Convert

Pre-approvalsPlain-language guidance turns "maybe" into "let's go."

Happy familiesI support buyers with clear next steps through the loan review and closing process.

Multiply

Referrals & reviewsI invite feedback and introductions when the moment fits.

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.

Help buyers choose what fits

I make clear comparisons the starting point for Hampton Roads buyers. I rotate four pillars: which loan fits, USDA outside the cities, the VA benefit, and get-ready coaching.

Build the referral flywheel

I use Thursday Database time to reconnect with past clients and people I know. I offer useful comparison and preparation conversations, without pressure.

Land 5–10 real agent partners

I build relationships with agents whose buyers need loan comparisons and preparation. I include agents helping buyers explore properties outside the cities, where USDA location and income checks matter.

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 & rhythmVidhi

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 & partnersVidhi + Coaching

Run the 90-day calendar; hold the posting rhythm
I run my first co-marketing play: a loan-comparison open houseRESPA §8
Grow to 5 agent partners; send the guides as value-drops
First database reactivation wave complete

Q3 — Authority & eventsVidhi

I host a VA, FHA, USDA and conventional comparison seminar (review the cost-split)
I add a USDA outside-the-cities class on property location and household income checks
Lean hard into referrals from Q1–Q2 closings
Double down on whatever content is converting

Q4 — Optimize & planVidhi + 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
I co-host a loan-comparison open houseRESPA §8	Q2
90-day content calendar (Weeks 3–12)	Q2
I explain my four pillars at an agent team lunch-and-learn	Q2
AI-personalized buyer guides for agentsRESPA §8	Q2
I compare VA, FHA, USDA and conventional in short videos	Q2
My which-loan-fits seminar	Q3
My USDA outside-the-cities class	Q3
My VA benefit question night	Q3
Client-appreciation co-host event	Q3
Collect & post client reviews (with permission)	Q3
Neighborhood market-update content	Q3
My recurring get-ready coaching workshops	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 · USDA outside the cities

"Looking outside the cities? I can help you explore USDA."

I include USDA when a Hampton Roads home search moves outside the cities. A rural setting alone does not settle eligibility. I check property location and household income under USDA rules before we build a plan around a home. CAPTION: I can help you explore USDA and compare it with VA, FHA and conventional. I start with your plans, explain the tradeoffs, and help you prepare for the next step. NMLS# 1831544 #USDALoans #LoanOptions #HamptonRoadsMortgage #BuyerPreparation #CMSMortgage

What's already handled for you

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

Your market is set. Pages lead with Hampton Roads 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.