How Does It Work?

To set your newsletter up for success, we start with a 90-day launch plan.

SOI Form — Due by the 2nd | LORE Form — Due by the 15th
Newsletter Sign Up
Step 1
Submit Sign Up Form
Step 2
Submit Monthly SOI
Step 3
Submit Monthly LORE

Get Started

1
Step 1

Submit Your SOI Monthly Form — Before the 3rd of the Month

Newsletter Sign Up Form →
2
Step 2

Submit Your LORE Monthly Form — Before the 15th of the Month

Newsletter Sign Up Form →

SOI Newsletter Service

Communication Timeline

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.

Agent Newsletter sample

Sample

Agent Newsletter

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TC Company Newsletter sample

Sample

TC Company Newsletter

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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. Alternatively 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 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, 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/subscriptions.
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Ready to launch your newsletter?

Submit your sign up form and we'll handle the rest.

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Live From Day 1

Newsletters go live at contract signing. The 90 days refine, sharpen, and automate — not delay.

Live from Day 1 — Why we send early

Sending early generates real engagement data — opens, clicks, replies — that fuels better targeting and segmentation. We don't wait 90 days to learn what works; we learn while we send.

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.

Live from Day 1. Smarter every month.

Sign the contract — your first newsletter goes out on the next scheduled send.