The company was scaling to nearly $100 million in annual revenue across three markets, but marketing systems were fragmented and reliant on manual workflows, making cross-team coordination and performance tracking inconsistent.
Built and managed Asana-based operational systems with standardized campaign templates, automated workflows, and shared dashboards to unify design, content, and operations. Partnered with leadership to establish GTM processes and KPI tracking that enabled scalable, repeatable execution across all markets.
Streamlined campaign delivery cycles, improving turnaround speed by 66% and campaign throughput by 100%. Provided real-time visibility into performance metrics, supporting a 30% increase in engagement and inbound leads and aligning marketing operations with ~$100 M in annual sales volume.
I track deliverables across three brokerages and up to twelve agents. Here I will highlight the most functional of the Asana boards.
1. Overarching Marketing Projects
The overarching marketing table is considered the “home” and includes projects that span over Listing and Brand Marketing.
One table overviews the tracking deliverables to agents including printable mailers and digital deliverables like email campaigns sent every two weeks and personalized social media posts.
An important part of maintaining relationships is celebrating clients at pivotal milestones. Creating automations that ensure each agent is celebrated at their birthday and work-iversary is part of the Recruit, ___, Retain program so that we keep the best agents in the business under our brokerage.