featured PROJECT: 2017

Real Estate Marketing Consultant – Lead Gen Systems for Investors

Built and sold marketing systems that helped real estate investors close six-figure deals — proof that solving problems beats selling services.

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Summary

Before SaaS and AI tools became my main playground, I ran a boutique marketing consultancy for real estate investors. My mission was simple: help investors get more high-value deals by building marketing systems that actually convert.

I did this through consultative sales calls, USP-driven websites, strategic direct response marketing campaigns, and a lead-gen framework I literally wrote the book on — The One Page Marketing Plan for Real Estate Investors.

This side venture taught me how to sell a solution — not just deliver a service.

Problem / Opportunity

Many real estate investors are great at finding and closing deals — but terrible at marketing themselves. Their branding is weak, their messaging vague, and their websites are often nothing more than online business cards. 
Their common pain points:

  • No clear USP (unique selling proposition).
  • No predictable, scalable way to generate motivated seller leads.
  • Reliance on word-of-mouth or patchwork campaigns.

I saw the opportunity to bring structure and marketing psychology into a space that desperately needed it. Investors needed an end-to-end marketing engine that could bring in quality leads consistently without wasting ad spend or chasing cold leads.

Solution / What I Built

I built a marketing system that positioned investors as trusted authorities while capturing motivated leads. This included:

  • The One Page Marketing Plan for Real Estate Investors – A direct response marketing playbook designed to attract motivated sellers and stand out in crowded markets.

  • Custom USP-Driven Websites – Lead-gen focused landing pages built to convert cold traffic into inbound calls.

  • Direct Response Mail Campaigns – Postcards and letters written with persuasion psychology to generate consistent seller leads.

  • Full Funnel Systems – Integrated offline + online marketing to create predictable, measurable pipelines.

  • Offering monthly retainers to manage their marketing engine end-to-end.

Everything was wrapped in a consultative engagement — I didn’t just sell “a website.” I sold a lead-generation system tied to ROI.

Process & Story

I started by getting on discovery calls with each investor:

  • What markets are you in?
  • What’s your average deal size?
  • What’s a single deal worth to you?
  • What’s not working in your marketing right now?

Once I understood their pain points and numbers, I positioned my service as a no-brainer ROI lever. 

Instead of just building “a website,” I pitched a complete revenue path: messaging → marketing system → lead flow → deals closed.

I demoed mock sites, explained the campaigns, and closed retainers at $500-$1,000/month.
One campaign brought in just three leads for a client… those three deals ended up generating $150,000+ in profits.

When they saw that kind of outcome, the conversation shifted from cost to scaling. Investors were getting custom-crafted solutions.

person catching light bulb

Impact / Results

  • Helped investors generate six-figure profits through structured lead-gen systems.
  • Authored a lead-gen playbook used as a marketing asset to build trust and open conversations.
  • Closed subscription retainers at $500-$1,000/month by tying marketing efforts directly to deal flow and ROI.
  • Elevated investor branding with professional, conversion-driven positioning.
  • Proved that tight messaging + strong systems = real revenue.

Sales Engineer Takeaway

This wasn’t just marketing. It was full-cycle consultative selling:

  • Discovery calls to uncover real business pain.
  • Presenting tailored solutions, not templates.
  • Demoing live systems and handling objections.
  • Driving adoption by showing exactly how marketing impacts revenue.

This project was basically sales engineering without the job title.
Same process, different product.

Tools / Tech Used

  • WordPress / Landing Page Builders
  • Copywriting frameworks (direct response)
  • CRM and email automation tools
  • Direct mail campaigns (postcards & letters)
  • Personal lead-gen playbook as marketing collateral


This project sharpened the consultative sales muscle I now bring into every technical role: listen → design → demo → close.
👉 Let's talk if you want to dive deeper into the marketing psychology behind this.