The Objective

CrowdStreet, a premium provider of online commercial real estate (CRE) investment offerings, came to PMG with a challenge. The company’s CRE Sponsors needed a way to connect with a new pool of investors that were interested in investing in projects being developed across the country by way of online crowdfunding.

Because the CRE industry had traditionally been one that was regionally-focused and reliant on face-to-face networking, many of CrowdStreet’s Sponsor companies were seeking digital marketing strategies to help build their brands nationwide and drive demand in a digital landscape.

The team at PMG collaborated with customer success, sales and marketing teams at CrowdStreet to better understand the challenges faced by CRE Sponsors. Working hand-in-hand with CrowdStreet’s CMO, PMG designed a bespoke partner program to enable CrowdStreet’s commercial real estate Sponsors for success.

CrowdStreet a FinTech Company based in Portland OR
Client
CrowdStreet
Industry
FinTech

SaaS

Services
  • B2B Content Marketing
  • Marketing Strategy
  • Creative
  • SaaS Marketing

What We Delivered

A fully operational partner program complete with sales training tools, customer-facing collateral, and program launch campaign components. Our team worked closely with multi-discipline teams at CrowdStreet to ensure that the program fit seamlessly into their brand experience while meeting the needs of their clients and creating new avenues for the company and their clients to reach big revenue goals.

Program Framework

Built and operationalized the partner program, from sales decks and contract scopes, to project management workflows and new customer onboarding, our team handled building out the entire program start-to-finish.

Crowdstreet partner program framework and one sheet example with cost breakdowns
Partner Program tier examples

Program Tiers & Pricing Analysis

Concepted the overall program, from pricing analysis through development of a tiered service level program, we worked closely with CrowdStreet to understand the unique needs of their Sponsor clients.

Partner Program tier examples

Sales Enablement

Our team operationalized the program’s execution and developed a series of training and promotional materials to assist CrowdStreet in communicating the program’s value to prospects.

sales enablement presentation example for a Fintech company

Program Launch & Iteration

For the program launch, PMG worked closely with CrowdStreet’s sales team to develop a smooth lead transition and handoff from marketing. This enabled both PMG and CrowdStreet to iterate on program details and fine-tune messaging to better meet the unique needs of CRE Sponsors.

crowdstreet partner program launch and blog posts

Program Promotion

PMG developed a four-part blog series to educate Sponsors about the benefits of the new Partner Program. The blog series was promoted through various owned channels, including email and social media.

From the Client

Partnering with PMG to enable our CRE customers with content and digital marketing services is a game-changer for CrowdStreet and gives us a unique value-proposition in the market. Our clients have access to a full marketing support team, and with PMG, our CRE customers are well-prepared to meet the needs of our investors.

Molly MooreCMO, CrowdStreet

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