Marketing

Supporting department

Know exactly which dollar became a contract.

Connect channel costs and campaign activity to the leads and contracts they produce. Decide what to keep funding with the source context in view.

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The problem

When marketing runs on memory, you pay for the gaps.

  • 01

    You can see activity, but cannot trace a contract back to the spend.

  • 02

    A cheap lead source consumes rep time without producing contracts.

  • 03

    Calls, mail and message results are reviewed in separate places.

The process

A clear stage. A clear next action.

This is how work moves through Marketing in REI Boss. Each stage carries the context the next owner needs.

  1. 01

    Channel

    Identify the source and recorded cost.

  2. 02

    Campaign

    Keep the campaign context with the activity.

  3. 03

    Lead

    Pass an attributed lead to Acquisitions.

  4. 04

    Attributed Contract

    Connect the signed outcome back to its source.

  5. 05

    Cost per Deal

    Review channel economics with the contract context.

What’s inside

The tools belong to the process.

Keep the work and the context together, from the first action to the completed handoff.

SMS tracking

Review sends, replies and deliverability together. Activity is evidence to review, not an instruction to send more.

Click-to-call

Keep call activity connected to the lead and source. Give Acquisitions the context behind the response.

Direct mail tracking

Review mail activity and recorded costs by campaign. Keep source attribution through the seller’s response.

Facebook Prospecting

Organize prospecting within the deal workflow. Keep outreach as drafts for a person to send.

Lead source attribution

Retain the source as work moves from lead to contract. Review mapping gaps rather than guessing.

Channel cost reporting

Review recorded cost per lead and per contract. Use the supplied reporting values rather than manufactured totals.

Seats & ownership

One outcome. A named owner.

These are accountabilities, not a headcount requirement. One person can hold more than one seat; the outcome still needs a clear owner.

01

Marketing owner

Own channel choices, campaigns and source attribution quality.

02

Campaign operator

Own activity records, cost context and response handoffs.

03

Acquisitions lead

Own the first-contact response to attributed leads.

Scoreboard

Review the signals that matter.

A useful scoreboard turns the weekly conversation from opinions into specific questions.

Leads by channel

Tracked automatically

Cost per lead

Tracked automatically

Cost per contract

Tracked automatically

Reply rate

Tracked automatically

ROI by channel

Tracked automatically

BOSS AI at work

An informed brief. A human decision.

Your AI Chief of Staff works with marketing context to surface what needs attention. People own approvals, outreach and commitments.

  • Flags missing source context and channel issues.

  • Briefs the marketing owner on reported activity and outcomes.

  • Drafts campaign review questions and follow-up proposals.

  • Connects marketing questions to the current pipeline context.

The baton pass

The next team should never start from scratch.

Work comes in

Channel + campaign activity

A campaign response becomes an attributed lead.

Marketing

The baton goes to

Acquisitions

The lead passes with source and property context for first contact.

Trainings

Marketing Trainings

Coming soon

Marketing: the daily rhythm

Start the day with priorities, owners and the next action.

Coming soon

Run the process

Move work through each stage with clear completion criteria.

Coming soon

Read the scoreboard

Review the signals, surface issues and prepare the next handoff.

Questions, answered

Marketing, without the guesswork.

Fund the channels you can explain from lead to contract.

Book a Demo