Partner Toolkit · Version 2
How 18 Holes to Home earns a low-pressure hour with Pacific Northwest buyers and sellers: a free round or planning session with a Compass broker who plays through it with you, plus plain-language lending education from the Lending Desk. Public, on purpose — this is the exact plan the team runs.
Public and source-checked. No partner identity, result, payment term, territory, or commitment is implied by this toolkit.
Track campaign deliverables, auto-monitor verified milestones, and check off completed partner actions in real time.
Ensure licensed agent credentials and Compass brokerage data match Northwest Multiple Listing Service records.
Verify zero unearned fee splits, co-op marketing compliance, and neutral lender choice disclosure.
Post Instagram Reel introducing 18 Holes to Home golf real estate program using approved S4 copy block.
I'm hosting 18 Holes to Home rounds across the Puget Sound. One round, zero sales pitches, one clear home plan. Request a round at 18holestohome.com.Set Instagram/LinkedIn bio link to https://18holestohome.com/social?utm_source=instagram&utm_medium=bio
Publish photo carousel & caption highlighting West Seattle fairway living and neighborhood price trends.
Golf course views without the private club price tag. Here is how West Seattle golf real estate compares this quarter. ⛳Log into 18HTH Lead Admin to inspect buyer questionnaire submissions and requested round dates.
Execute 9-hole round with qualified applicant, review 18HTH Participant Pamphlet, and log round recap.
Share 18HTH Yardage Book breakdown detailing local HOA rules, cart access, and fairway setbacks.
Send curated NWMLS golf property collection to active round participants.
Record brief video recap of participant feedback and post to Instagram Stories / YouTube Shorts.
S1 · Positioning + proof
One round. A real Pacific Northwest real-estate plan — buying or selling — from a Compass broker who plays through it with you, with education-first lending guidance from the Lending Desk.
Buyer and seller paths lead into the same owned intake experience.
Source: Owned buyer and seller intake pathThe round is the meeting format, not the offer. Golf, coffee, Zoom, or office — every audience gets a golf and a non-golf way in.
Source: Supported planning-session formatsLicensed and attributed: Isaac Ortiz (Real Estate Broker, Compass Northwest, NWMLS #146754). Lending is covered by the Lending Desk — educational only, not a licensed lender.
Source: Verified broker profile + educational Lending DeskThe owned site publishes buyer, seller, education, tool, and market-insight routes for Pacific Northwest planning.
Source: Published public route registryS2 · Offer one-pager
No charge for the round or planning session itself.
A visitor chooses a buyer or seller path and a supported meeting format. Real-estate representation and financing, if requested, are separate services with their own disclosures and agreements.
Source: Owned buyer and seller intake pathNo transaction outcome, financing approval, rate, savings, or representation relationship is promised by the free session.
S3 · Brand asset kit
S4 · Approved copy blocks
These blocks remain useful without JavaScript: select the text and copy it from any browser.
One round or planning session. A real Pacific Northwest home plan from a licensed broker, with education-first lending guidance.
18 Holes to Home gives Pacific Northwest buyers and sellers a low-pressure way to talk through their next move. Start with a free round or planning session, choose golf or a supported non-golf format, and use the owned site to reach the buyer or seller intake path.
Thinking about buying or selling in the Pacific Northwest? Start with a free planning round or session and leave with clearer next steps. Visit 18holestohome.com/join.
Sharing the 18 Holes to Home planning experience for Pacific Northwest buyers and sellers.
The round or planning session is free; representation is a separate service. No outcome is guaranteed, and visitors may choose any agent or lender. The Lending Desk is educational information only — not a licensed lender, not loan origination, and not a rate quote or approval. Equal Housing Opportunity. Isaac Ortiz, Compass Northwest, NWMLS #146754.
S5 · Content pillars
Receipts, once they exist: real round recaps, happy buyers and sellers in their own words, and partner spotlights. Consent first, always.
How a round with a broker actually works, hole by hole, plus plain-English market walk-throughs of King, Pierce, and Snohomish.
Isaac as your guide, not a salesperson — the broker who plays through it with you, the educational Lending Desk for the numbers, and the PNW golf life around it.
The free round and callback calls to action, plus buyer and seller lead magnets. Every path routes back to an on-site form we can track.
S6 · Channel plan
The owned foundation: buyer, seller, education, tool, and market-insight routes. Social distributes this library; it does not replace it.
The discovery engine. Golf and PNW aerial footage is the unfair advantage; carousels and reels are cut from on-site content atoms.
Cross-posts the buyer and seller education content; skews toward older sellers and local groups.
Relocation content and the meet-the-team trust post from their personal accounts.
The same content atoms recut vertical. A distribution channel, not a primary production one.
The round is inherently referable. Isaac and the team's networks are warm day-one distribution; courses and leagues are a post-launch expansion.
S7 · Platform specifications
| Platform | Format | Aspect | Length | Hashtags | Link rules | Disclosure |
|---|---|---|---|---|---|---|
| Reel, carousel, feed post, or story | 9:16 for Reels and Stories; 4:5 for feed posts | Use the shortest complete explanation; keep the owned-site link in the profile or approved link surface. | Use only relevant brand, local, and topic tags; never imply a result or endorsement. | Route to an approved 18holestohome.com page; do not use a DM-only funnel. | Keep broker and Equal Housing attribution visible when representation is mentioned, and present the Lending Desk as educational only — not a licensed lender — when financing is mentioned. | |
| Feed post, short video, or relevant community post | 4:5 or 1:1 for feed creative; 9:16 for short video | Lead with the useful buyer or seller point and keep the destination readable. | Use sparingly and only when relevant to the local audience. | Use an owned-site destination and follow community rules; no unsolicited promotion or DM-only intake. | Keep broker and Equal Housing attribution adjacent to representation claims, and label the Lending Desk as educational only near any financing claim. | |
| Short text post, document carousel, or native video | 4:5 or 1:1 for documents and images; 9:16 or 16:9 for video | Use plain professional language and make the owned-site resource the next step. | Use a small set of accurate local and professional tags. | Link only to the canonical owned resource; do not imply a brokerage, lending, or partner arrangement that is not documented. | Identify the broker credentials when representation is discussed, and note the Lending Desk is educational only — not a licensed lender — when financing is discussed. | |
| YouTube Shorts and TikTok | Vertical short video with captions | 9:16 | One clear question and answer per video; use on-screen captions. | Use only relevant local, buyer, seller, or golf tags. | Send viewers to an approved owned-site link; never ask for private financial details in comments or DMs. | Show required license and Equal Housing attribution on-screen or in the adjacent caption when services are mentioned. |
S8 · Campaign calendar
Every dated row shows its date and status. A past date can never remain scheduled; unverified means publication was not confirmed.
S9 · Partner onboarding + attribution
Use lowercase utm_source=partner, utm_medium=referral, utm_campaign=partner_planning, and an approved generic utm_content value. Never put a person's identity or private information in a link.
https://18holestohome.com/join?utm_source=partner&utm_medium=referral&utm_campaign=partner_planning&utm_content=resource_linkhttps://18holestohome.com/guides?utm_source=partner&utm_medium=referral&utm_campaign=partner_planning&utm_content=buyer_guideshttps://18holestohome.com/sellers?utm_source=partner&utm_medium=referral&utm_campaign=partner_planning&utm_content=seller_planningTerms: This public toolkit creates no referral, commission, territory, exclusivity, or co-marketing arrangement. The approved links are free resources. Any different arrangement requires separate written legal and operator review.
S10 · FAQ
The planning round or session itself is free. Real-estate representation, financing, closing costs, and other transaction services are separate and are not promised as free.
No. The site supports golf and non-golf planning formats, including a planning conversation outside the course.
Isaac Ortiz is identified as a real-estate broker with Compass Northwest, NWMLS #146754. Lending is covered by the Lending Desk, which is educational information from the 18 Holes to Home team — not a licensed lender.
No. Using the site or submitting a form does not by itself create those relationships. Separate disclosures or written agreements apply when services are requested.
No. The toolkit and planning session provide education and next-step guidance, not an outcome guarantee.
The public privacy policy explains information submitted through forms, analytics and service providers, and when a request may be shared with the named professionals. Do not place customer information in partner links or public posts.
Not without written approval. Use only the approved copy and links here. Testimonials require written consent, and this toolkit does not create special payment, territory, exclusivity, or co-marketing terms.
S11 · Guardrails + real-estate compliance
S12 · Contact + escalation
Requests are reviewed by email; no response-time guarantee is published. Do not post approval-required material until written approval arrives.
Include the proposed copy or asset, intended platform, destination link, and the claim or disclosure that needs review. Do not include customer information.
S13 · Freshness + visible changelog
Added the premium experience pilot: how invitations go out, how the day runs, how we follow up, what membership includes, how introductions work, how we publish stories, and how partners spread the word.
Removed unsupported scheduled claims from the dated content calendar; current posts remain unverified and future concepts remain drafts until publication evidence exists.
Completed the Partner Toolkit Standard v2 baseline with source validation, all 13 partner sections, freshness rules, and an honest contact path.
If this date is more than 90 days old, partner actions stop until the source record is reviewed.
S14 · Premium relationship experience
The people are the point. Golf is just a good day to have a real conversation — what you keep is the written plan, the follow-up, and an introduction when you want one.
Status: pilot. No public event date, outside professional, financial benefit, or attendance outcome is implied.
Introduce a premium homeowner conversation without publishing an unverified date, partner, or outcome.
Exit: Approved owned-site message and a tracked interest destination exist.Learn golf interest, homeowner intent, timing, format, and channel preferences through the owned intake.
Exit: Responses are attributable, consent-aware, and segmentable.Move the most relevant segments from curiosity to an invitation request across owned email, social, and direct sharing.
Exit: Every message has an approved claim, destination, owner, and measurement event.Reveal the planning experience after useful context has been earned, keeping the plan ahead of the hospitality.
Exit: The public promise, provider-choice language, and pilot status are adjacent.Route golfers, homeowners, and investors by readiness without using protected traits or hidden pay-to-play ranking.
Exit: Each person has an explainable segment, stage, and next action.Deliver a small, hosted planning experience with a run of show, consent controls, attendance record, and contingency plan.
Exit: Attendance, notes, media consent, and plan ownership are recorded.Deliver the useful artifact, ask for the next step, and preserve the relationship without pressure.
Exit: The plan is delivered, follow-up is owned, and any introduction has explicit consent.| Stage | Customer experience | What we write down |
|---|---|---|
| Arrival | Personal welcome, goal confirmation, consent check, and a clear explanation of the day. | Arrival status, goals, channel choices, and media-consent state. |
| Warm-up | Range time or an equivalent off-course warm-up that lowers pressure before planning. | Format, accessibility needs, and host assignment. |
| Nine-hole plan | A guided conversation covering goals, numbers, market, tradeoffs, and next steps. | Structured notes, questions, decisions, and plan owner. |
| Activation moments | Optional educational touchpoints that make the experience useful without steering provider choice. | Touchpoint participation and any requested follow-up category. |
| Table close | A calm recap, next-step choice, and explanation of when the personal plan will arrive. | Attendance result, next action, owner, due date, and story-consent state. |