Vinewood
Agency
Vinewood Agency · Proposal

Becoming the advisor Miami's
relocating families trust

Prepared for Ayesha Daver Sigelman, Real Estate Advisor with the Ivan & Mike Team at Compass. Built from our call and your answers on November 5.

Prepared by
Jerry Cerphy
Date
November 5, 2026
Valid until
December 5, 2026
Start
Within 1 week of signing

The short version

Your goal
$10–15M in sales: single-family homes and new development, $1M and up.
The problem
Families moving to Miami pick the first advisor they come to trust. Today, when they search, they find other agents.
The idea
You have already made the move they're making. We make that story, and your finance eye, the first thing they see.
Our recommendation
Grow into it: $1,500 setup, $500 a month for the first two months while we make you visible, then Launch with ads from month three.
01

How it works, through one family's eyes

Before the details, here is the whole plan as one family would live it. The Patels are an example family; every step names the piece of this plan that makes it happen. Any word you're not sure of is explained in section 11.

1

They search

At night in New Jersey, Priya Patel searches "moving to Coral Gables with kids." Your free Google listing and one of your posts come up.

Google listing · posts · ads
2

They get curious

She watches two of your videos, then downloads your free Miami Family Relocation Guide by giving her email and phone. She is now a lead: someone who raised her hand.

Relocation guide · sign-up page
3

You answer first

Within 5 minutes she gets a text and an email from you with a link to book a call, and you get a reminder to call her.

Instant reply
4

The first call

You learn their timing, budget, schools and favorite areas. She feels you understand, because you made the same move with your own family.

Your story · your call
5

You guide them

You send a shortlist, plan a tour weekend and walk them through the real monthly costs. Their details go into your Compass CRM.

Run the Numbers · your Compass tools
6

They buy

Compass handles the contract and closing, exactly as it does today.

Compass
7

They spread the word

You ask for a Google review and check in every few months. When their friends from New Jersey decide to move, the Patels tell them: "Call Ayesha."

Reviews · staying in touch · referrals
02

What you told us

Goal
At least $10–15M in sales.
Price range
High-end preferred; $1M and up while starting.
Areas
Pinecrest, South Miami, Coral Gables, Coconut Grove, Brickell, Edgewater; Miami Beach for new development only.
Property types
Single-family homes and new development.
What you can advertise
All team listings and new developments, using team credentials. Leads from your own advertising are yours.
Tools you use
Compass CRM, marketing tools and email blasts; your contacts are going into the CRM now.
Website
Done; excluded from this proposal.
Budget
Around $500 a month in mind; open to a setup fee plus monthly.
03

Where you are today

A family searches "coral gables real estate agent relocation." Google's answer names other agents and teams, including another Compass advisor. Your name doesn't appear.

🔍  coral gables real estate agent relocation
Top Relocation Specialists & Teams in Coral Gables — a short list of other agents and teams, with photos, reviews and links.
The Miami Relocation Team · Instagram — an active, public account telling a relocation story every week.
Jills Zeder Group — luxury relocation assistance for international, out-of-state and out-of-area moves.
Where your name should be. Right now, it isn't here.
Where families lookTodayIn 90 days
Google searchNo free Google listing; other agents fill the resultsA verified Google listing in your areas, with reviews
InstagramPrivate account: nothing to see, no easy way to reach youPublic, telling your story every week
Your message"Florida Real Estate Expert"The finance-first advisor for families moving to Miami
ReviewsNone found publiclyReviews from clients and your circle
DirectoriesRealtor.com lists you twice, once in Fort LauderdaleOne consistent profile everywhere
LeadsThrough the teamYour own, from your own marketing
04

How families choose who to trust

Most people pick an agent through someone they already trust, and most only ever talk to one. The national buyer research is clear on this.

43%
of buyers found their agent through a friend, neighbor or relative
3 in 4
buyers interviewed only one agent before hiring
58%
hired someone referred to them or someone they had used before
91%
would use their agent again or recommend them

What they weigh when choosing

Experience21%
Honesty and trustworthiness19%
Reputation15%
A friend or family member12%

What they value once working together

Help understanding the process61%
Pointing out features or faults they missed58%
Knowledge of the areas they're searching45%

And how they want to hear from you: 73% want personal calls to keep them updated.

What this means for families moving to Miami

A family relocating here has no neighbor in Coral Gables to ask. So the first person they come to trust — through their own agent back home, their employer, their new school, a wealth advisor or what they find online — is usually the one they hire. If that person is you, there is rarely a second interview.

Sources: NAR 2025 Profile of Home Buyers and Sellers; NAR Home Buyers and Sellers Generational Trends; REALTOR® Magazine (2024). National figures.

05

What it takes to be the one they choose

Every reason a family trusts an agent can be built on purpose. Here is each one, and what you'll have in place for it.

What families look forWhat you'll build
Someone who has been in their shoesYour own move from London to Miami, told on your profile, your guide and your videos.
ExperienceYour finance background plus the team's listings, new developments and track record, shown in your content.
Honesty"Run the Numbers" posts and guides that show the full cost of a home: taxes, insurance, HOA, deposits, the downsides too.
ReputationA Google profile with reviews, one consistent profile everywhere, and partners who mention your name.
A referral from someone they trustCompass agents in their home city, relocation and HR teams, wealth managers and CPAs, school families, your own circle.
Local knowledgeNeighborhood guides and videos: schools, commutes, parks, the feel of each street.
Being reachable and kept informedA reply within 5 minutes, personal calls, and new listings or price changes sent as they happen.
Help understanding the processThe Miami Family Relocation Guide: the move step by step, from first visit to keys.

Building a following

Trust is built before the first call. Families who see your weekly posts, read your guide and get your monthly market note start to feel they know you. Over time that becomes a following: people who watch you, ask your opinion and pass your name on. The goal is simple — when a family in New York says "we're moving to Coral Gables," someone they trust says "call Ayesha."

06

The strategy: your story is the selling point

Families moving to Miami are rebuilding a life: a new city, new schools and numbers they have never had to weigh. You moved your own family here after a finance career at HSBC in London. That is the trust we will build in public.

Your promise, in one line (draft)
"I've made the move you're making, and I'll run the numbers like it's my own family."
Step 1

Be found

Google profile, clean directories, neighborhood pages, ads.

Step 2

Be believed

Relocation guide, weekly content, reviews, team inventory.

Step 3

Be chosen

Every inquiry answered in five minutes, then kept close in your Compass CRM.

Step 4

Be referred

Compass agents, relocation partners, school families, your circle.

07

What it will look like

Three early samples of the work. Final versions are written with you, in your words, with your photos.

Your Google profile

Ayesha Daver Sigelman, Compass

Coral Gables · Pinecrest · Coconut Grove

★★★★★ your reviews appear here

WebsiteCallBook a consult

Finance-first advisor for families moving to Miami. I moved my own family here from London and help yours find the right neighborhood, school commute and numbers.

A weekly post

3 things nobody tells you about moving to Coral Gables with kids

  • School commutes decide the street, not just the neighborhood
  • Insurance is part of the price; get it quoted first
  • Visit at 8am on a school day before you choose
Your relocation guide

The Miami Family Relocation Guide

  • Choosing a neighborhood
  • Schools and commutes
  • The real cost of a home here
  • New development, explained
  • From first visit to keys
08

Choose your plan

Foundation

$1,500 setup · $500/mo
  • Google profile, Instagram and directories fixed
  • Positioning, bio and your story
  • Relocation Guide with its own lead page
  • 4 posts a month, Google profile upkeep
  • No paid ads
First 3 months: $3,000
Recommended

Grow into it

$1,500 setup · $500/mo for 2 mo, then $997/mo
  • Months 1–2: everything in Foundation
  • From month 3: everything in Launch, once your profile and reviews are live
  • Ads start when there's something good for them to land on
First 3 months: $3,497 + $500 ad spend in month 3

Launch

$1,500 setup · $997/mo
  • Everything in Foundation
  • 8 posts and reels a month
  • Meta and Google ads on team listings and new developments
  • Every inquiry answered in 5 minutes, into your Compass CRM
  • Monthly strategy call
First 3 months: $4,491 + $1,500 ad spend

Ad spend is about $500 a month, paid by you directly to Google and Meta. Your website is excluded.

09

The first 90 days, and how we'll measure them

We don't promise closings; nobody honest can. We promise the work below, on these dates, and we report on every number in this table.

ByWhat will be doneWhat we'll report
Week 2Google profile verified and live; Instagram public with highlights; directories consistent; filming session doneProfile views and searches
Week 4Relocation Guide and its lead page live; weekly posts running; review requests sent to your circleGuide downloads, new followers
Day 6015+ Google reviews (target); 8 or more posts publishedReviews, inquiries, calls booked
Day 90Ads running on team listings and new developments (Launch, or month 3 of Grow into it); first new-development campaignLeads, cost per lead, consults booked; a 90-day review together

Your time: one 2–3 hour filming session a month, plus answering the leads.

10

Your part and our part

Most of the work is ours. Your part is what only you can do: be yourself on camera and talk to the people who reach out.

Your part

  • One 2–3 hour filming session a month; we bring the questions and the shot list
  • Call new leads quickly; the system reminds you
  • Ask past clients and friends for reviews; we write the message for you
  • Approve posts and ads before they go out, plus any Compass or team approval
  • Share your stories and opinions; we turn them into content

Our part

  • Set up and look after your Google listing, Instagram and agent directory profiles
  • Write, design and post your content every week
  • Write and design your relocation guide and its sign-up page
  • Set up the instant reply so every inquiry gets a text and an email within 5 minutes
  • Run and adjust your ads (Launch, or from month 3 of Grow into it)
  • A monthly check-in with your numbers in plain English
11

Words used in this plan

Google listingAlso called a Google Business Profile. The free box with your name, photo, reviews and phone number that appears when someone searches for you or for an agent, and on Google Maps.
Map resultsThe short list of businesses Google shows on a map at the top of a search.
ReviewsStar ratings and comments clients leave on your Google listing. Families read them before they call.
Agent directoriesSites like Realtor.com, Zillow and Homes.com that list agents. Your profile should match everywhere.
LeadA person who raised their hand: filled out a form, downloaded your guide, sent a message or called.
InquiryA message or call from a lead asking a question.
Sign-up pageAlso called a landing page or lead page. A simple page with one job, like giving your guide in exchange for an email and phone number.
Relocation guideA free guide we write with you about moving a family to Miami. It shows what you know and brings in leads.
Posts and reelsPhotos and short videos on Instagram. Reels are short videos that can reach people who don't follow you yet.
HighlightsThe saved story circles at the top of your Instagram profile, like chapters: "Moving to Miami", "Neighborhoods".
AdsPaid placements on Facebook and Instagram (both owned by Meta) and on Google search, shown to people likely to move or buy.
Ad spendThe money paid to Google or Meta to show your ads. It is separate from our fee and you pay it to them directly.
Cost per leadAd spend divided by the number of leads the ads bring in.
CRMYour contact system, here the one Compass gives you, where every client and conversation is kept.
ConsultYour first call or meeting with a lead.
Instant replyAn automatic text and email that answers a new lead within minutes, because the first agent to respond is usually the one they keep talking to.
FollowingThe people who watch and trust you online and pass your name on.
Fair HousingFederal rules that say ads and advice can't favor or exclude people based on race, religion, family status and other protected traits.
12

Terms

13

Accept this proposal

To accept, choose your plan — Foundation, Grow into it, or Launch — then add your full name and accept below. We'll send your agreement to sign and the setup invoice the same day.

Questions: Jerry Cerphy · info@vinewoodagency.com

Vinewood Agency
Jerry Cerphy · info@vinewoodagency.com · valid until December 5, 2026
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