PalmAgent
At PalmAgent, I play a pivotal role in shaping the company’s marketing strategies and expanding its market presence to over 500,000 users. I led efforts in webinar marketing, from conceptualization to execution, successfully engaging with a broad audience and driving customer conversion. Additionally, I developed impactful slide decks for key presentations, ensuring complex concepts were communicated clearly and persuasively to both internal teams and clients.
My experience includes spearheading new market campaigns that introduced PalmAgent's offerings to previously untapped segments. I collaborated with cross-functional teams to create tailored marketing collateral, including digital ads, brochures, and social media assets, ensuring consistency with the brand’s identity and maximizing engagement. Through a combination of strategic campaign management and content development, I helped elevate the company’s visibility and foster stronger relationships with customers across a rapidly growing user base.
PrOJECT: TruValue Analysis Report
OBJECTIVE
To create a data-driven pricing tool that empowers real estate agents to clearly communicate the financial impact of home pricing strategies to their clients, helping them make informed, market-backed decisions.
Project Breakdown
Partnering with the UX/UI Designer and development team, I spearheaded the creation of a new TVA calculator and report within PalmAgent’s platform. This tool was designed to provide side-by-side comparisons of three potential listing price points—Low Range, Market Range, and High Range—with predictive insights on:
Estimated time on market at each price point.
The financial impact of incorrect pricing on seller net-at-close.
The long-term value of pricing at true market value.
Key Contributions & Role
Product Development & Strategy: Defined project goals, requirements, and success metrics, aligning the tool’s features with both realtor needs and PalmAgent’s broader product vision.
User Experience Collaboration: Partnered closely with UX/UI to design an interface that made complex pricing data visually clear and presentation-ready.
Developer Coordination: Worked with the engineering team to ensure data calculations, market variables, and predictive modeling were accurate and fast-loading within the app.
Content Creation: Developed the TVA report format with easy-to-read data visualizations, realtor branding options, and client-friendly language.
Realtor Enablement: Positioned the TVA report as a core asset in listing presentations, giving agents a competitive edge in winning new clients.
Impact
Delivered a data-backed sales tool that strengthens agent credibility and helps overcome pricing objections.
Enhanced PalmAgent’s value proposition by adding a premium, differentiating feature to the platform.
Enabled faster, more confident pricing decisions, improving the seller experience and reducing days on market.
Provided a branded leave-behind for realtors, reinforcing both their expertise and PalmAgent’s utility.
PrOJECT: Onboarding DRIP CAMPAIGN Automation
OBJECTIVE
To improve user engagement and feature adoption within PalmAgent’s app by guiding new users through key tools, features, and value propositions in a structured, behavior-triggered email journey.
Project Breakdown
Working alongside the UX/UI Designer, I identified a gap in our post-signup communication—new users were not fully exploring or utilizing the app’s most valuable features. Without proper guidance, many missed out on tools that could directly improve their workflow and ROI, impacting retention and premium upgrades.
To address this, we developed a 9-part automated onboarding drip campaign that delivered targeted, timely emails based on user behavior.
Key Features & Strategy
Behavior-Triggered Messaging: Built email qualifiers to send feature-specific guidance only if a user hadn’t engaged with that feature.
Example: If a user hadn’t used the Geo Report within 2 weeks of signup, they’d receive an educational email highlighting its value and step-by-step usage tips.
Feature Highlights: Introduced users to top calculators, premium tools like HomeLink, and new capabilities as they launched.
Progressive Guidance: Emails were sequenced to gradually deepen feature adoption, starting with core tools and moving toward advanced/premium offerings.
Continuous Evolution: Campaign is regularly updated with new touchpoints as calculators and app features are released.
Key Contributions & Role
Campaign Strategy & Flow Design: Mapped the full onboarding journey, defining triggers, timing, and messaging priorities.
Content Development: Wrote clear, value-driven copy for all emails, incorporating visual examples and user benefits.
Cross-Functional Collaboration: Partnered with UX/UI to ensure visual consistency, and worked with developers to set up tracking and triggers in the automation platform.
Performance Monitoring: Analyzed open rates, click-through rates, and feature adoption metrics to refine sequencing and messaging.
Impact
Increased feature adoption rates by guiding users to high-value tools early in their app experience.
Strengthened user retention through proactive, helpful communication.
Enhanced premium conversion potential by introducing advanced features strategically over time.
Created a scalable onboarding framework that can grow alongside PalmAgent’s product roadmap.
Marketing Collateral
