Digital Presence Small real estate firm using multiple web platforms presents an opportunity to streamline their online presence, improve lead capture, and align with a modern marketing stack. Propose website consolidation, SEO optimization, and CRM integration to convert site visitors into qualified leads.

CRM Growth With a lean team, implementing a scalable CRM and marketing automation can help manage residential and commercial leads, automate follow ups, and provide pipeline visibility. Offer an integrated package with lead generation, email campaigns, and reporting.

Local Market Helena based focus suggests room to expand services in adjacent markets or niche areas such as property management and commercial leasing. Develop local partnerships with lenders, builders, and developers to win listings and grow client base.

Data Driven There is potential to deploy analytics dashboards for market trends, property performance, and sales funnel visibility, enabling better decision making and client reporting. Propose analytics integration with CRM and property performance dashboards.

Tech Modernization A technology modernization plan can improve collaboration, security, and site performance across their Microsoft 365 and CMS stack. Offer an assessment, migration plan, and ongoing support for a safer, more efficient tech environment.