Private page, built for Jim Kim · until the January call
Real Estate Partner Activation · Constant Contact
Make January an easy yes.
You were straight with me: this contract is a bridge while the role gets funded for the new fiscal year. So here’s my plan for the next ten weeks, built the way a product marketer would want it — a measurable function with a weekly scorecard, not a pile of activity. By December 31, the decision should make itself.
Zack Wysocki · 413-687-5797
Shipped → Funnel → Partners → Next week ● No vanity metrics ● Recruiter script ● Agent script ● Genius Bar ● Measured weekly ●
$172M
net-new pipeline supported by systems I built in six months
600+
agents on CRM and nurture workflows I stood up, from 300
Every Fri
a report, every week of my career, unprompted
120,000
agents in my personal database
I was listening
Three things from our call that this page answers
“
Use these real estate companies as a partner channel.The channel playbook below: win the recruiter with recruiting math, win the agent with a system that’s 99% done. I’ve run it from inside the brokerages you’re selling into.
“
There’s benefit just to the thought exercise of reflecting on the week.A fellow Friday-report person. Mine is interactive now — click through ten weeks of it below.
“
Hire and onboard quickly while we do the paperwork.Then the contract’s job is to de-risk the January decision. The easy-yes checklist at the bottom is what I’ll hand you on December 31.
Playable · a little Bay Area, hand-drawn in code
Visibility is the whole pitch
Eight months as acting CMO — you know exactly what fog looks like from the inside: activity everywhere, visibility nowhere. My fix is unglamorous and it works: a Friday report, every single week, unprompted. Drag the slider and watch what ten of them do. And yes, the cable car dings — click it.
Interactive · click the chart or the weeks
The Friday Engine, live
This is what lands in your inbox every Friday — projected across the ten weeks with illustrative numbers from my base-case funnel model. The real one takes minutes to produce, because the system collects it all week. You can’t manage what you can’t measure.
Cumulative new customers vs. the 500 target
Week 1
0
Invites out
0
Registrations
0
Attended
0
Sales meetings
0
New customers (wk)
0
cumulative new customers vs. the 500 Q4 target
Shipped
Flag
Next week
Format: shipped → funnel → partners → next week. No vanity metrics. If a number’s behind, you hear it from me first, with the fix attached.
The channel playbook
Brokerages as a channel: two scripts, one Genius Bar
You asked how I’d actually do it. The mistake vendors make is selling one message to two different buyers. I’ve sat on the buying side of this table for 11 years — here’s the sequence that works:
Script 1 · The recruiter / broker / team lead
“This is how you get more agents, keep more agents, and keep the brand locked while they market themselves.”
Brokerages live on agent count and market share. Recruiting, retention, brand control — with adoption numbers reported back so leadership sees it working. And the quiet truth that closes this pitch: when a brand isn’t kept tight and agents aren’t invested in, they start branding themselves. Locked templates end that trade-off — agents get the tools they’ve been asking for, and leadership stays secure that every send is on-brand and engaged with.
Script 2 · The agent
“It’s 99% done. Show up with a laptop, leave with your campaign sending. We handle the 1%.”
Adoption starts dying at the invite email — a username, a temporary password, and an agent who never logs in. I’ve watched that be the start of every low adoption rate I’ve ever inherited. So invites go out from inside the brokerage, in the brokerage’s brand, and the first login is the easy part: pre-built campaigns, webinars on a cadence, Genius Bar office hours. Train, record, clip, repeat.
The map, as I see it
Where Constant Contact for Real Estate stands alone
The open quadrant. The CRMs own deal management and sync with us instead of fighting us. The generic email platforms can’t speak agent. The upper right — marketing built for real estate, at a $12 entry point an agent will actually try — is Constant Contact’s to take.
The wedge: top-tier deliverability in independent tests, plus a real events product. Events are an agent’s actual job — and I’m an events guy.
The AI chapter: Constant Contact shipped apps in Claude and ChatGPT; eXp just announced “MCP First, AI of Choice.” Same sentence. I build with this stack daily and can tell that story credibly to agents.
The honest debt: review sites still read the brand as “old school.” We don’t win that with feature lists — we win with adoption proof, partner by partner, reported weekly.
From the field · receipts, not vibes
Three currents I’d be riding
The database questionFollow Up Boss’s updated privacy policy drew sharp reactions — Tom Ferry called it one of Zillow’s most aggressive moves, and coaches publicly advised agents to think about where their contacts live. Our two-way sync makes the safe answer easy.
Tool fatigueIn the agent forums: abandoned CRM setups inside 30 days, renewal hikes, $99 plans that became $250 with add-ons, data that’s hard to export. “99% done, we handle the 1%” is the counter-pitch, and it’s ours.
The bar to beatStrong real estate email runs a 30–40% open rate and about a 2.5% click rate. Partner-endorsed sends through a broker’s own channel clear cold benchmarks — and every Friday report shows it.
December 31
The easy-yes checklist
What exists when the funding decision lands, whoever makes it:
Core partner asset kit, built and versioned — every new partner is a 48-hour re-skin
Two Boston live events produced, filled, and harvested
Two webinar cycles run with the 7-day / 1-day / 2-hour show-rate engine
New-customer count tracked weekly against the Q4 target — no December surprises
The whole thing documented as a playbook, so the function scales past one hire
Ten Friday reports in your inbox — the eleventh is the January business case
Year-end readout drafted for the first week of January
How this page was made
The stack behind it
I put this page together after our calls, with the same stack I’d bring to the role. AI handled a lot of the research and the code. I directed it, checked it, and decided what made the cut. Here’s the full stack:
AI
ClaudeChatGPTGeminiMagnific
Research, first drafts, code, call notes, and AI video.
Design
CanvaPhotoshop
Brand-locked templates, social, print, event graphics, and retouching.
Web & landing pages
SquarespaceWordPress / AgentFireNetlifyFormspree
Event pages, property sites, and lead capture. This page runs on my Squarespace.
Automation & tracking
ZapierGoogle WorkspaceQR source tracking
Leads routed between tools, every scan tied to a name, and Friday reports that mostly build themselves.
Email, CRM & real estate platforms
Constant ContactFollow Up BossLoftyFelloZillow ShowcaseZillow FlexShilo
The platforms agents actually work in, run from the brokerage side.
Constant Contact is already on that list. I ran it from the brokerage side at Keller Williams Beverly Hills and at Kaminsky Real Estate Group, so I’ve seen firsthand how agents use it and where adoption stalls.
I’m ready to start building the case for January.
The first Friday report lands at the end of week one, and each one after it adds to the numbers you’ll have on December 31. Thanks again for chasing down the contract details.