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Last edited 72 days ago by Andrey Petrushko.

Complete Marketing Tools Setup & Integration Guide

Essential Tools, Accounts & Integrations for WA Real Estate CPD Marketing

Executive Summary

This comprehensive guide provides a complete blueprint for establishing a profitable marketing system to capture Western Australia's real estate CPD training market. With 3,114 verified professional contacts representing approximately 30% of WA's licensed real estate market, this system is designed to achieve 15-25% market penetration and generate $117,000-195,000 in annual revenue.

The Opportunity

Market Size: 31,140 CPD points required annually across WA's real estate professionals
Your Database: 3,114 verified professionals (Property Managers: 503, Real Estate Agents: 2,611)
Geographic Distribution: Metro Perth (22%), Regional Centers (13%), Suburban/Rural (65%)
Revenue Potential: $25 average per CPD point × 4,656-7,785 target points = $116,400-194,625 annually

The Solution

A 9-tool integrated marketing ecosystem centered on account ownership and data control:
Foundation Tools (Week 1):
Business Email System - Professional credibility foundation
Website Platform - Digital headquarters and course delivery
Brevo CRM - Customer management and automation hub
Google Ads - High-intent lead generation engine
Growth Tools (Months 2-3): 5. LinkedIn Campaign Manager - Professional network reach 6. Facebook/Instagram Manager - Community and regional targeting 7. Google Analytics 4 - Performance tracking and optimization 8. Landing Page Builder - Conversion optimization 9. Phone Tracking System - Offline conversion measurement

Investment Summary

Fixed Monthly Costs: $359-501/month (depending on website choice)
Variable Ad Spend: $2,800-6,800/month (scales with growth)
Expected ROI: 3-5x return on investment
Payback Period: 2-4 months to profitability

Critical Success Factors

Account Ownership: YOU must own all accounts - never use freelancer accounts
Data Integration: All 7 tools work together through automated connections
Professional Credibility: Business email and website appearance crucial for real estate market
Multi-Channel Approach: Email, SMS, Google Ads, and phone tracking maximize reach

🚨 CRITICAL: Account Ownership Strategy

ALWAYS Create Your Own Accounts - Never Use Freelancer Accounts

Why This Matters:
Data Ownership: Your customer data, analytics, and performance history remain with your business
Business Continuity: No disruption if you change freelancers or agencies
Access Control: You maintain admin access to all business-critical platforms
Performance History: Google Ads learning, email deliverability, and SEO authority stay with you
Rule: You are the Owner/Admin of every account. Freelancers receive Editor/Manager access only.

1. The Core 9 Marketing Tools

Foundation Tools (Week 1 Priority)

1. Business Email System - Your Professional Foundation

What it does:
Professional email system using your domain name for all business communications,
client contact, and platform account creation.

Why required:
Builds instant credibility with licensed real estate professionals, required for creating
all other marketing platform accounts, ensures email deliverability for campaigns.

Cost: $6/month (Google Workspace Business Starter)
Account Owner: YOU (business domain owner)
Setup Priority: FIRST - Must be completed before creating any other accounts

Connects to:
✓ All platform account creation - Professional email domain required for credible business account setup
✓ Client communication systems - Custom domain email builds instant trust with licensed professionals
✓ Automated email campaigns - Using your own domain improves deliverability and avoids spam filters
✓ Calendar scheduling - Professional email integrates with scheduling systems for client meetings
✓ Cloud storage - Provides secure, centralized storage for marketing materials

2. Website Platform - Your Digital Headquarters

What it does:
Central hub where all marketing channels direct traffic, hosts course content,
processes enrollments, and delivers training certificates.

Why required:
Central destination for all marketing campaigns, builds credibility with professional
audience, processes course enrollments, delivers training content and certificates.

Cost: $238/month (Webflow + Thinkific) or $200-300/month (WordPress + LearnDash)
Account Owner: YOU (business email for all platforms)

Connects to:
✓ Brevo forms and tracking - Website forms automatically capture visitors and trigger email sequences
✓ Google Ads conversion tracking - Tracks which ads drive actual course enrollments for spend optimization
✓ Google Analytics visitor tracking - Measures website performance to identify high-converting pages
✓ Payment processors - Enables secure, automated payment processing without manual intervention
✓ Learning Management System - Seamlessly delivers course content and tracks student progress
✓ Social media platforms - Tracks which social campaigns drive the most valuable traffic
✓ SEO tools - Optimizes content to rank higher in Google searches for CPD-related keywords

3. Brevo - Your Customer Command Center

What it does:
All-in-one email marketing, SMS campaigns, and CRM system managing your entire
customer relationship lifecycle.

Why required:
Nurtures your 3,114 professional database, sends urgent SMS deadline reminders,
tracks complete customer journey from lead to completion.

Cost: $65/month (Premium plan - required for Google Ads integration)
Account Owner: YOU (business email)
Freelancer Access: Manager level only

Connects to:
✓ Google Ads audience sync - Automatically uploads email lists for retargeting campaigns
✓ Website forms integration - Instantly adds form submissions to appropriate email sequences
✓ Landing pages API - Captures leads directly into segmented lists based on interests
✓ Google Analytics tracking - Tracks email campaign performance to measure enrollment ROI
✓ Social media audience export - Creates custom audiences for Facebook and LinkedIn campaigns
✓ Phone systems integration - Automatically logs phone calls for complete interaction history
✓ Zapier workflow automation - Connects to 200+ other business tools without technical programming

4. Google Ads - Your Lead Generation Engine

What it does:
Captures high-intent professionals actively searching for CPD training through
search ads, display retargeting, and YouTube video campaigns.

Why required:
Captures immediate demand when professionals search "CPD training WA", retargets
your 3,114 database, creates lookalike audiences, tracks offline conversions.

Cost: Variable ad spend ($2,000-5,000/month recommended)
Account Owner: YOU (business email + payment method)
Freelancer Access: Standard Access user (never Admin)

Connects to:
✓ Brevo audience sync - Imports email subscriber lists as retargeting audiences for personalized ads
✓ Google Analytics conversion tracking - Feeds conversion data to optimize bidding automatically
✓ Landing pages traffic destination - Directs ad traffic to dedicated, high-converting pages
✓ Phone tracking offline conversions - Credits Google Ads for phone calls resulting in enrollments
✓ YouTube video campaigns - Manages video advertising to reach professionals consuming industry content
✓ Gmail Customer Match - Targets your existing 3,114 professional database in their Gmail
✓ Google Tag Manager tracking - Implements sophisticated conversion tracking without website code changes

Growth Tools (Add in Months 2-3)

5. LinkedIn Campaign Manager - Your Professional Network

What it does:
Professional social network advertising platform targeting real estate professionals
by job title, company, and industry experience.

Why required:
Reaches real estate professionals in their professional environment, builds industry
credibility, higher B2B engagement rates, targets agency decision-makers.

Cost: Variable ad spend ($500-1,000/month recommended)
Account Owner: YOU (business email)
Freelancer Access: Campaign Manager role only

Connects to:
✓ Brevo lead integration - Automatically imports LinkedIn lead generation campaign data into email sequences
✓ Google Analytics traffic tracking - Measures LinkedIn campaign performance and visitor behavior patterns
✓ Landing pages destination - Drives LinkedIn traffic to dedicated professional-focused landing pages
✓ Google Ads audience insights - Shares professional demographic data to improve Google Ads targeting
✓ Email marketing integration - Adds LinkedIn leads to specialized email sequences for B2B professionals
✓ Phone tracking systems - Tracks phone calls generated from LinkedIn advertising campaigns
✓ Website behavioral tracking - Monitors how LinkedIn visitors interact with your professional content

6. Facebook/Instagram Business Manager - Your Community Reach

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