Project scope
Categories
Data analysis Digital marketing Lead generation Market expansion Marketing strategySkills
marketing strategies key performance indicators (kpis) sales funnel research reports strategic planning marketing lead generation sales automation software workflow automation salesMy Broker Pro aims to increase sales, expand market presence, and help mortgage brokers grow their own businesses through a strategic growth initiative: the "Free Challenge" program. This program will engage 100 mortgage brokers, equipping them with tools and strategies to increase their sales while showcasing the value of MBP’s services.
The project’s goal is to create a compelling, hands-on experience that drives broker success and encourages adoption of the platform. Students will design and implement the challenge by developing clear objectives, activities, and metrics for success. This initiative not only boosts MBP’s sales and market reach but also empowers brokers to grow their businesses, while providing students with real-world experience in marketing, strategic planning, and CRM technology.
Project Deliverables:
- Marketing Strategy Refinement: Revise MBP’s current marketing approach to align with the "Free Challenge."
- Lead Generation Funnels: Design and optimize lead funnels and engagement workflows using Go High Level.
- Automated Systems: Build workflows, pipelines, and automations to streamline participant engagement and lead management.
- KPI Dashboard: Develop a custom dashboard to track conversion rates, revenue growth, referral sources, and individual participant metrics.
- Data Analysis Report: Analyze results to identify success factors, broker challenges, and actionable recommendations.
- Marketing Content: Create email campaigns, social media posts, and promotional materials for the challenge.
- Launch and Post-Launch Plans: Execute and monitor the "Free Challenge," adjusting strategies based on feedback.
- Research Report: Deliver a comprehensive summary of findings, providing insights for scaling and improving future programs.
Additional Contributions:
- Conduct interviews with participants for qualitative feedback.
- Propose a sustainability plan to extend the "Free Challenge" beyond the initial phase.
Note: The project scope may vary, and students should be prepared to take on additional tasks or adapt to evolving project needs as required.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
My Broker Pro (MBP) is a Canadian company dedicated to empowering mortgage brokers with comprehensive marketing, business development, and technology solutions. Founded by a licensed broker who achieved $44 million in sales during her first year MBP offers an all-in-one platform designed to streamline and enhance brokerage operations.
Key Features:
Multi-Tool CRM: MBP's platform integrates essential tools such as a website builder, funnels, automated booking, CRM, pipeline management, and more, consolidating multiple functionalities into a single membership
Marketing Resources: The platform provides a variety of marketing materials, including social media templates, email campaigns, and promotional content, tailored specifically for Canadian mortgage brokers
Automation and Efficiency: By automating tasks and centralizing workflows, MBP enables brokers to save time, reduce the complexity of managing multiple platforms, and focus on client relationships
MBP's mission is to assist mortgage brokers across Canada in automating and accelerating their path to success, offering a unified platform that addresses the diverse needs of modern brokerage businesses.