• Category: Real Estate,
  • Client: Kevin Bartlett
  • Start Date: 2021-12-03
  • End Date: 2023-10-27

A comprehensive WordPress website project for a real estate sales team will focus on creating a platform that not only showcases properties but is also optimized for lead generation. Below is a detailed project plan:

Project Overview

Client: Real Estate Sales Team Objective: Build a user-friendly, visually appealing, and lead-generating WordPress website with a robust CRM system for efficient lead management. Target Audience: Homebuyers, sellers, investors, and renters.

1. Discovery and Strategy

Initial Consultation

  • Define the team’s goals, ideal client profiles, sales strategies, and unique selling propositions.
  • Identify the types of leads they aim to attract (buyers, sellers, renters, investors).

Competitive Analysis

  • Analyze competitors’ websites for features that aid in lead capture and engagement.
  • Determine gaps in the market that the website can fill.

2. Design and Development

WordPress Theme and Plugins

  • Choose a high-quality real estate theme that is responsive and optimized for conversions.
  • Select plugins for SEO, social sharing, CRM integration, property listings, and lead capture forms.

Branding and User Interface

  • Design a professional and modern interface that aligns with the sales team’s branding.
  • Ensure visual elements and call-to-actions (CTAs) are designed to guide visitors towards lead capture points.

Property Listing Features

  • Implement an IDX (Internet Data Exchange) system for real-time MLS listings with advanced search capabilities.
  • Develop featured listings sections for highlighting priority properties.

Content Creation

  • Write compelling, keyword-rich content for service pages, location pages, and property descriptions.
  • Create engaging and informative blog content aimed at potential leads.

3. Lead Capture Optimization

Lead Capture Forms

  • Embed custom, strategically placed lead capture forms to funnel leads into the CRM.
  • Use pop-ups, sidebar forms, and end-of-content forms to offer valuable resources in exchange for contact details.

CRM Integration

  • Integrate a robust CRM system for tracking and managing leads through the sales funnel.
  • Automate lead distribution to team members based on specific criteria.

Conversion Rate Optimization (CRO)

  • Implement A/B testing for key pages to optimize conversion paths and lead capture elements.
  • Track user behavior to continually refine and improve lead generation strategies.

4. Search Engine Optimization (SEO)

  • Perform comprehensive keyword research tailored to the real estate market.
  • Optimize all content, images, and meta tags for search engines.
  • Establish a backlink strategy to improve domain authority.

5. Additional Functionalities

  • Virtual Tours: Incorporate virtual tour capabilities for properties.
  • Live Chat: Add live chat or chatbots for instant engagement with potential leads.
  • Newsletter Sign-up: Integrate a newsletter sign-up feature to capture emails for drip campaigns.
  • Event Calendar: For open houses and events, add a calendar with registration options to capture leads.

6. Analytics and Performance Tracking

  • Install Google Analytics and set up conversion tracking.
  • Integrate analytics with the CRM for a clear view of lead sources and behavior.
  • Regularly review performance data to adjust strategies accordingly.

7. Testing and Launch

Quality Assurance

  • Test the website for functionality, speed, and mobile responsiveness.
  • Ensure all lead generation pathways are working correctly.

Soft Launch

  • Release the site to a limited audience to gather initial feedback and make adjustments.

Official Launch

  • Roll out the website with a launch campaign, possibly incorporating paid advertising and social media promotion.

8. Training and Documentation

  • Provide the sales team with training on managing property listings, CRM software, and content updates.
  • Create documentation for website processes and best practices.

9. Ongoing Maintenance and Marketing

  • Offer ongoing website maintenance and support for technical issues.
  • Develop a content marketing plan for blogging, social media, and email marketing to drive traffic and generate leads.


  • A fully functional, SEO-friendly WordPress real estate website with CRM integration.
  • Custom lead capture forms and conversion pathways.
  • An IDX property listing system with advanced search features.
  • A content strategy for ongoing lead generation and engagement.

By following this project outline, the real estate sales team will have a comprehensive tool for showcasing properties and generating leads, along with a solid foundation for tracking and nurturing those leads through the sales process.

Wordpress IDX Plugin