Step 01
Submit Sign Up Form
Start with the newsletter sign up. It anchors the 90-day launch plan.
Sign Up Form → Newsletter Service
Smarter Every Month.
Newsletters go live at contract signing. The 90-day plan refines, sharpens, and automates, it never delays the send.
How does it work?
To set your newsletter up for success, we start with a 90-day launch plan. Three forms keep the cadence on rails.
Step 02
Submit Monthly SOI
SOI form due by the 2nd of each month.
SOI Form →Step 03
Submit Monthly LORE
LORE form due by the 15th of each month.
LORE Form →Communication timeline
From submission to scheduled send in three tight windows.
Step 1
Form Submitted → Draft within 48 hours
Once your newsletter request form is submitted, you'll receive a draft within 48 hours for review.
Step 2
Agent Edits → 48 hours to return revisions
Send us any edits within 48 hours to keep your newsletter on schedule.
Step 3
Approval → Scheduled around the 15th
Once approved, your newsletter will be queued for delivery on or about the 15th of the month.
Samples
See the format in the wild.
Sample
Agent Newsletter
Sample of a monthly SOI send built for an individual agent.
Check it out →Sample
TC Company Newsletter
Sample of a transaction coordinator / company-level send.
Check it out → Live From Day 1
The 90-day refinement
Every phase ships live newsletters. Sends never stop — they just get smarter.
Phase 1 · Days 1–30 · Live
Launch & Listen
Newsletter goes live at contract signing. We capture baseline engagement across your full SOI and identify your most active contacts.
Phase 2 · Days 31–60 · Live
Refine & Segment
Sends continue while we use the engagement data to build segments — buyers, sellers, sphere, dormant — for sharper targeting.
Phase 3 · Days 61–90 · Live
Automate & Scale
Targeted automations layer on top of live sends. Your voice, your segments, on autopilot — without ever pausing the newsletter.
The segmentation flow
How a broad send becomes targeted content in three moves.
1
Broad Send
One newsletter to your entire database — surfaces engagement signals.
2
Identify Segments
Open and click patterns reveal who's a buyer, seller, sphere, or cold.
3
Targeted Content
Each segment receives messaging built for where they actually are.
Voice build · runs in parallel
The voice build does not delay your sends. Both tracks run simultaneously so your newsletter is live while we sharpen the voice behind it.
Live Track A — Sends
Monthly SOI + LORE newsletters ship on schedule from Day 1.
Track B — Voice Build
We capture your tone, stories, and POV across the 90 days and bake it into every future send and automation.
FAQ for agents
Newsletter service communication timelines?
Step 1: Form submitted → draft within 48 hours. Step 2: Agent edits → 48 hours to return revisions. Step 3: Agent approval → scheduled send around the 15th.
Do you manage my database or CRM?
We do not offer database management. Your CRM needs to be pre-organized with tags, or you can provide your Mailchimp credentials and a CSV of your SOI contacts. For cleanup, our Database Team can help via custom proposal.
When are newsletters sent?
SOI: 15th of each month around 10:00 AM EST (next Monday if it falls on a weekend). LORE: 25th of each month.
When are form submissions due?
SOI: 2nd of each month. LORE: 15th of each month.
What kind of content should I provide?
Photos, videos, and local content drive the most engagement. We also send monthly content ideas to spark inspiration.
What happens if I miss a deadline?
If content isn't submitted by the deadline, you won't receive an SOI or LORE send for that month.
Can you customize newsletters for my brand?
Yes — we design to align with your branding and voice. Provide high-quality images, videos, or local stories.
Who do I contact for support?
Reach our VA Leverage Team at ops@theoption.today, or your personal Option Leverage VA. For database/CRM projects, our Database Team can quote a proposal.
What platforms do you support?
HTML-based newsletter CRMs, KW Command, Mailchimp, and Constant Contact. Agents are responsible for their own credits and subscriptions.
Ready to launch your newsletter?
Sign the contract — your first newsletter goes out on the next scheduled send.