Services & Investment Guide

The Pate Team × Element5 Creative

Prepared for Joan, Natalie & Alexis • July 23, 2026 • Daniel Souza, (385) 235-7010

The simple path

Pate Team Pro Bundle

$1,250 / month — no setup fees, cancel anytime
  • Website hosting, edits & content updates
  • Google Business Profile management + Q&A
  • Review request automation with 5-star gating
  • Lead routing & instant auto-replies (chat, form, booking)
  • Bi-weekly "Utah Market Pulse" newsletter, done for you
  • Monthly report: leads in, reviews captured, site traffic
  • 4 hours of strategy & production time each month
  • Professional email addresses included — joan@, natalie@ & hello@ ($299 value)
Market check: comparable done-for-you real estate marketing starts around $1,500/mo and climbs past $2,550/mo, and most agencies charge a $3,500–$5,000 setup fee just to begin (Curaytor full-service $2,550/mo; Luxury Presence "All In" ~$1,500/mo plus $3,500–$5,000 setup; Agent Image builds $2,000–$8,000+). The Pate Team Pro bundle is $1,250/mo with zero setup — the best price for full service, from a partner already inside your brand.

Or piece by piece

One-Time Builds

Requested by the teamElement5Done-for-you agency
Review automation build — gated review page: 5★ goes to Google, anything less comes privately to you$650$1,000
Past-client review campaign — list import & dedupe (already done: 165 contacts), 3-touch email sequence, send & report$850$1,500
Lead routing build — chat, contact form & booking wired to Joan, Natalie & Alexis with auto-replies and SMS option$750$2,000
Website launch email campaign to your full client list$500$1,000
Google Business Profile optimization — audit, services, Q&A, photos$450$750
Custom branded email template design (like today's three samples)$350$650
Professional email setup — joan@, natalie@ & hello@thepateteamrealestate.com, forwarded to your current inboxes (already live in today's site demo — included free with the Pro Bundle)$299$500
Closing-photos workflow — one drop folder; photos flow to website, Google & social$250$600
Live Google reviews widget on the site (Wall of Love feed)$300$650
Video testimonial editing, per finished video$200$400
Print folder copy updates (51 years, Realtor titles, designations, review QR code)$0— relationship investment

Monthly Programs

ServiceElement5Done-for-you agency
Current retainer — hosting + standard edits (what you pay today)$400$500/mo
Newsletter program — 2 sends/month, written, designed & queued+$400$1,500+/mo
Google Business Profile management+$250$349/mo
Review automation management+$150$349/mo
AI chat agent — per-token (month 1) / unlimited$50–$300 / $400$497/mo
IDX technical management (BHHS feed ~$150/mo billed separately by BHHS)+$100$130/mo
Quarterly stats repurposing — each BHHS report becomes 6 emails + 6 posts + a landing page+$150$500+

Already in your account

Delivered before this meeting

165 past clients in your CRMJoan's full list plus Becky's two email lists: imported, deduped, tagged and ready for the review campaign.Market value: $1,500–$3,500
3 branded email templatesReview request • Utah Market Pulse newsletter • website launch announcement. Mobile-ready, on brand, ready to send.Market value: $1,500–$2,250
Website copy refresh, liveJoan's new bio and Legend positioning, designations, Joan D. Pate naming, 5 counties, 51 / 11+ / 50+ years, everywhere.Per the June 26 session + July emails

The math

À la carte totalEverything in the bundle bought separately: ~$1,350/mo plus $2,950 in setup fees.
Bundle$1,250/mo, setup fees waived — the best price for full service, and less than buying the pieces one at a time.
Break-evenOne additional closing per year more than pays for the entire year.