Progress Report

BHHS branding at the top of every pageCheryl · June 26

Upgraded: the official BHHS Utah Properties wordmark now sits beside the Pate Team logo in the navigation on all 8 pages — full brand visibility top and bottom.

Full BHHS Utah Properties logo in white at the footer of every pageCheryl · June 26

The official white wordmark now sits directly beside the Pate Team logo in every footer — all 8 pages, plus the footer of every email template.

Remove "Market Strategist," "Utah Market Authority," and similar invented titles; standardize on Realtor®June 26 meeting

Swept from every page, including the last "Founder & Senior Partner" leftover on Services.

Designations: Joan GRI · CRB · CRS; Natalie SRS · SRES · SFR · ABR · PSA · e-ProJune 26 meeting

Displayed under each name, initials only, e-Pro formatted as requested.

"Joan Pate" → "Joan D. Pate" everywhere, matching her cards and brochuresJune 26 meeting

Consistent across all pages, page titles, and image alt text.

Experience numbers: Joan 51 · Natalie 11+ · Combined 50+; kill all "40+" and "100+" copyJune 26 meeting

Standardized site-wide. (One decision left: 11+ vs "10" for Natalie — see Today's Decisions.)

County count fixed — 5 counties: Salt Lake, Tooele, Utah, Davis, WeberMarch follow-up + June 26

The stray "2 counties" copy was hunted down; all pages now list the five counties.

Honest review claimsJuly 13 email thread

The unverifiable "240+ reviews" claim was replaced with "Five-Star Rated."

Joan's bio rewritten — "Real Estate Legend" positioning, her origin story, "Realtor for life" taglineJune 26 + Natalie's July 8 email + Becky's July 13 consensus

The approved July 13 version is live — "Legend in Real Estate" worked in, duplicate closing paragraphs cleaned up, tagline featured as a pull quote.

Joan's three labels under her profileJune 26 meeting

Relationships First · Helping Clients Reach Their Goals · Strong Communicator.

Homepage "black box": Joan's contact info added next to Natalie's ("Absolutely. Both.")June 26 meeting

Both agents now appear with photo, name, and phone — on the homepage and in every page footer.

Contact page: mini "business card" profiles for both agents; remove the bottom pictureJune 26 meeting

Card-style profiles with photo, phone, and email for Joan and Natalie; the called-out photo was removed.

Photos of Joan and Natalie around the site were too smallDaniel's review · July 17

Every small thumbnail of Joan and Natalie has been enlarged 2–3× across all pages — footers, contact buttons, and service-card profile chips.

A fast, reliable siteOngoing

The site now runs on Cloudflare's global edge network — faster loads, instant updates when we make changes, and no page-builder limitations.

Services page hero image replaced; copy discoverable by AI search (ChatGPT, Claude)June 26 meeting

New hero in place; services copy rewritten to name each specific service so AI assistants can recommend the team.

Listings page with live MLS listings (IDX)June 26 meeting

Waiting on Joe Lowry re: IDX feed (~$150/mo) and whether Remy can be embedded. Current listings are placeholders — page stays "coming soon" until the feed is live.

Booking calendar for consultationsJune 26 meeting

Live booking page with real-time availability — bookings flow straight into the CRM.

Load past clients into the system for the review campaignJoan's list (July 1) + Becky's emails (July 7 & 15)

165 contacts imported and tagged — all three lists merged and de-duplicated.

Fill the gaps in the listImport audit · July 16

101 households on Joan's list have no email address; 2 addresses have typos (Combs, Dignan); George & Wendy Middleton need an email. Becky/Joan — can you help fill these in?

Review request emailJune 26 meeting

Email is drafted and branded. Before sending: approve the wording, decide the sender (Joan? the team?), and green-light the campaign cost. $850 one-time

Gated review flow — 5★ to Google, anything less handled privatelyJune 26 meeting

Flow is designed; needs Google Business Profile co-manager access from Joan to go live (we'll do the authorization together today). $650 one-time

Rate My Agent reviews recoveredJune 26 meeting

Joan's 11 reviews are locked behind a password reset — let's do it together today.

Every lead (form, chat, booking) emailed to both Joan & Natalie, with Alexis as triageJune 26 meeting

Contact form and booking calendar are wired into the CRM. Notification routing to all three inboxes is configured next — Alexis: email, text, or both? $750 one-time · auto-reply included

Instant auto-reply when someone reaches outJune 26 meeting

Copy drafted ("Thanks for reaching out to The Pate Team…"); switches on with the notification routing.

Branded email templatesJune 26 meeting

Five templates ready to preview today: the review request, the "Market Pulse" newsletter, the website launch announcement, a Q1 2026 market report with real county-by-county MLS charts, and a flip-book library showcase — all carrying the official BHHS footer.

Recurring newsletter — market insights every 1–2 weeksJune 26 meeting

Template built on the quarterly stats spine — and with Cheryl’s Quarterly Stats book now in hand, the first issue can start on your go-ahead. +$400/mo · 2 sends

Launch email campaign when the new site goes liveJune 26 meeting

Drafted and ready — fires to the full client list the day we flip the domain. $500 one-time

Professional email addresses (joan@ / natalie@)June 26 meeting

Demo addresses are live across today's site walkthrough: joan@, natalie@ and hello@thepateteamrealestate.com. Say go and they become real inboxes, forwarded to your current email. $299 one-time · included free with Pro Bundle

Natalie's years: keep "11+" or say "10" until September?

Currently 11+ site-wide, per the recap. Quick call, applied everywhere in minutes.

Natalie's three labels for her About section

Placeholders in place (Residential Specialist · Relocation Expert · Luxury Properties) — Natalie, confirm or swap. Relocation should stay front and center.

Joan & Natalie's relationship wording in Natalie's bio

Currently reads "Working alongside Joan" — happy to say it more specifically once you confirm the wording you want.

Joan's red-penned website proof

The 31-page printed proof from June 26 — Becky was out of office; any markups to collect today?

Flipping books & brand guidelines from Cheryl

Received! Brand guidelines are in hand, and the books are live online: Quarterly Stats · Buyer's Guide · Luxury Homes on the Market — ready to fuel the newsletter and lead magnets.

New headshots (individual + team)

Once scheduled, the current AI-generated portraits get swapped for the real thing everywhere.

Review campaign: wording, sender, and cost approval

Everything is staged — 165 contacts imported, email drafted. Your green light sends it.

AI chat agent pricing (per-token vs unlimited)

Recommendation: start per-token for a month to gauge volume (~$50–$300/mo), then switch to unlimited at +$400/mo if usage justifies it.