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Dana Green Team: telling the 2026 story

Prepared for Jen. What's working, what isn't, and how the brand ads start telling the story you already wrote.

What we'd doGo specific, not broad.
What you asked for

Agenda

01What’s working
02How we’d adjust (Focus areas)
032027 optimizations
+Showing up in ChatGPT and AI Overviews
2027 ThesisCreate a more specific approach by tweaking audience targeting and user experience.
What's working

Your own list and your listing ads are winning

Brand click rate by spot, directional

Past clients: 4.20%, your best spot

139 clicks on 3,313 views since 9/17. Strong response, but the list reaches few people.

NorCal runs about 16% ahead

Brand campaign medians: 0.79% here vs 0.68% nationally. Your list at 4.20% is many times both.

By the way, listing ads are winning too

1.48% vs 1.05% for 34 NorCal Starter campaigns.

What we'd doKeep display and your list. Adjust their user experience.
What's working

Lafayette’s #1 luxury agent in 2026

Twice as many $4M+ listings sold as any other agent.

$44.2M

in sales volume, more than the next three agents combined ($38.0M)

2 of 3

of Lafayette's three highest sales of the year, at $9.0M and $6.5M, both in Happy Valley

Average sale over list price
Median days on market

Contra Costa MLS, per the Dana Green Team. Lafayette detached single-family $4M+, 2026 through 10/16. MLS sales only.

What we'd doPut this record at the center of your brand ads.

Focus Area #1 - Ad Creative

2027 ThesisCreate a more specific approach by tweaking audience targeting and user experience.
Focus area #1 - Ad creative

Brand ads that say something specific tend to get the click

137 of 213 brand ads we studied lead with a posed portrait, so a real number stands out.

A number about the agent's record won 9 of 16 tests 9 of 16 tests: a number about the agent’s own record won, about 1.2x
Naming a place won 15 of 25 tests 15 of 25 tests: naming a real place won, about 1.2x

Small samples, so read both as a lean, not a law. hugo brand ads, 61 brand campaigns, published in our creative guides.

What we'd doPut your 2026 numbers and Lafayette on the ads.
Focus area #1 - Ad creative

Right now our campaign isn't talking about you

Your live brand ads lead with lifestyle creative. Not one says what Dana did in 2026. And much of her luxury business is off-market, so the public record undersells her too.

Brand ad: Luxury After Sundown
Brand ad: First Impressions, Elevated
Brand ad: Luxury Rooted in Every Detail
Brand ad: Modern Luxury, Mountain Views
What we'd doFocus ad creative on telling your story. Stats only Dana can claim generate specificity and trust.

Focus Area #2 - Geofencing

2027 ThesisCreate a more specific approach by tweaking audience targeting and user experience.
Focus area #2 - Geofencing

Your geofence isn't broken. It's in the wrong place

Our three best geofencing campaigns stay close to home.

47 km

Median distance from your 44 fences to Orinda. Our best sit about 0.6 to 5 km from their market.

0.19%
to 0.09%

Your first two weeks vs since. Same 16 ads since 9/17. Likely ad fatigue.

44

Tech and office addresses in your campaign targeting. Diversify this list.

Our best campaigns fence where buyers live and spend free time: condo towers, clubs, BART, coffee and grocery. Their ads match the place. Yours fence workplaces: Apple, Google, Meta and Sand Hill Road. Directional, clicks only. Two of the three comparison campaigns are only 2 to 3 weeks old.

What we'd doMove the fence home: 3 to 5 Lamorinda spots with ads made for them.

2027 - 2 Key Objectives

Shift our audience targeting and our user experience

Shifting audience targeting
Homeowners who may sell in 12 to 24 months
$3M+ homeowners in the Valleys
Shifting user experience
New creative built on 2026 stats
Retargeting site visitors

Key Objective #1 - Shifting audience targeting

2027 ThesisCreate a more specific approach by tweaking audience targeting and user experience.
The refresh · Shifting audience targeting

Homeowners who may sell in 12 to 24 months

You asked about shifting the primary audience from buyers to luxury homeowners who may sell in the next two years.

What they search
  • “Lamorinda Village membership”
  • “what is my home worth”
  • “decluttering service near me”
What sites they visit
  • orindacc.org
  • moragacc.com
  • rhcountryclub.com
Where they go
  • Orinda Country Club
  • Moraga Country Club
  • Merrill Gardens at Lafayette
What we'd doUpdate our custom audience targeting.
The refresh · Shifting audience targeting

The simplest way to reach $3M+ owners: a list

Your title rep pulls the owner list. We put your 2026 story in front of them.

Start with the Valleys

$3M+ homes in Happy Valley, Upper Happy Valley, Burton Valley and Reliez Valley. Add comparable Orinda and Moraga pockets.

Run it as a contact list

Like your past clients. Your own list already gets a 4.20% click rate.

Or fence the homes

One caveat: fences reach people at home less well because phones are on home Wi-Fi.

What we need from youSend your title rep the $3M+ owner list request for these pockets.

Key Objective #2 - Shifting user experience

2027 ThesisCreate a more specific approach by tweaking audience targeting and user experience.
The refresh · Shifting user experience

Three ways to put 2026 on the ad

Concept

A · The title

Leads with the ranking. Simple and proud.

Concept

B · The numbers

Speaks straight to a homeowner thinking about selling.

Concept

C · The place

Names the neighborhood, the lean from slide 6.

What we need from youChoose A, B or C. Retargeting ads lead with the team and lifestyle, not more house photography.
The refresh · Shifting user experience

Every brand ad sends people to your homepage

You asked about site retargeting. It's already running, since 9/17. The fix starts with what the ads say and where we send them.

Today

All 64 brand ads land on the danagreenteam.com homepage. Two of the four spots carry no tracking tags (UTM), so those visits look like direct traffic in your analytics.

What we'd build

A 2026 year-in-review page Jen can send people to: your numbers, two or three recent results, and one ask: “Thinking about 2027? Get a private valuation.”

Then

Every brand ad points there with tracking tags. Your listing ads already land on each home's own page. Keep that.

Landing page wireframe danagreenteam.com/2026 1 · THE STORY The #1 luxury agent in Lafayette, 2026 2 · THE NUMBERS 105.6% 6.5 days $44.2M 3 · RECENT RESULTS 4 · ONE ASK Get a private valuation
What we need from youSay yes to the 2026 story page. We send the wireframe and copy.
Showing up in ChatGPT and AI Overviews

Give AI one plain page it can quote

We've published 95 guides this year, and we write them for AI answers: plain, specific and sourced. We recommend the same for your 2026 story.

A 2026 results page

Plain text, Jen's sourced numbers, the MLS source line under them.

A short FAQ

“Who is the top luxury agent in Lafayette?” answered in one sentence with the source.

The same lines everywhere

Site, ads and Compass profile say it word for word.

Sample FAQ answer

Who is the top luxury agent in Lafayette? In 2026 the Dana Green Team sold twice as many $4M+ listings as any other agent, and every one sold at or above asking.Source: Contra Costa MLS, Lafayette detached $4M+, 2026 through 10/16

What we'd doThis is a recommendation, not a guarantee of placement. The 2026 story page from slide 16 can be that page.
Decide · What we need from you

What we need from you

1Adjust geofencing locations
2Pick or share new creative
3Approve new custom seller targeting
4Send the title rep owner list request
5Say yes to the 2026 story page
What we need from youThese five decisions. Sam handles coordination and launch prep.
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Questions?

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