Real estate web agency
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Real estate marketing agency
Real estate marketing agency: a new client onboarded every week, with 80% less friction
Trib’up is a marketing agency specializing in French-speaking residential real estate: sales funnels, video content, and Meta, Google and LinkedIn campaigns. I systematized its production so that its eight team members, working remotely across three countries, could onboard a new client every week without improvising.
1 · Context
Trib’up works with French-speaking residential real estate professionals: building sales funnels, producing video content and running advertising campaigns on Meta, Google and LinkedIn.
Growing fast, the agency already operates in France, Switzerland and Canada. Its team has grown from a founding core to eight fully remote team members, with roughly one new client onboarded every week.
The goal was to build a system that could support this international growth without compromising on execution quality, financial control or organizational clarity.
2 · Challenge
The brief at a glance
- Systematize client onboarding
- Generate tasks and deadlines automatically
- Get decisions out of messaging apps
- Control ad budgets in real time
- Give leadership a clear view
The setup of the early days no longer held up under the volume. The team worked in reactive mode, handling client alerts and underperformance after the fact, and operational information was scattered across Slack and WhatsApp, at the expense of tracking decisions and the state of production.
Leadership and the office manager lacked real-time visibility into task progress, time spent per team member and the status of creative deliverables.
Finally, manually reconciling ad spend with client contracts exposed the agency to financial risk: budget overruns and delayed invoicing.
3 · Roadmap
- 1
Team interviews
Interviews with the Web, Motion and Traffic teams, to understand how work really flows through the agency.
- 2
Simplified architecture
The task and ticket databases merged into a more centralized, easier-to-read information system.
- 3
Automated production
Every new project generates its tasks, from onboarding to strategy, production and ads, with calculated deadlines.
- 4
Role-based dashboards
Production spaces for the teams, management views for leadership and a personal space for everyone.
- 5
OKRs and strategy
OKR tracking connects day-to-day production work to the year’s strategic priorities.
- 6
Management alerts
Automatic alerts flag upcoming invoicing deadlines and ad budgets close to running out.
- 7
Internal point person
Video documentation and training for the founder, to make him the system’s internal point person.
4 · The transformation
Before
- Production reinvented with every new client.
- Decisions and history scattered across Slack and WhatsApp.
- A team handling client alerts after the fact.
- No real-time visibility into progress, time spent or deliverables.
- Ad spend reconciled manually with client contracts.
After
- A new client onboarded every week: each project generates its tasks and deadlines, from onboarding to ads.
- 80% less coordination friction.
- 100% of projects and of the client lifecycle centralized, for eight team members across three countries.
- Ad budgets and management days tracked in real time, with alerts before any overrun.
- Shared SOPs and an ad library to onboard new hires.
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