Legacy views every project as a partnership.

Our desire is to become an extension of your company. By offering years of expertise in both real estate sales and marketing, we are able to deliver maximum ROI on every development project you undertake.

Listed below are just some of the many services we offer. While many partners receive our assistance with full-stage engagements,
we are also able to deliver support for specific phases or a la carte services to best serve your marketing and sales goals.


Preliminary Stage :: Discovery

      • Site inspection
      • Developer meeting
      • Project scope and definition

Stage 1 :: Positioning

      • Site qualifications and approvals
      • Project Team Leader selection
      • Project brand positioning and strategic planning
             » Proprietary branding workshop
             » Market research
             » Competitive analysis
             » Focus studies
      • Design and hospitality
             » Plats and architecturals
             » Master site plan
             » Clubs (management, membership structure
                and fractional)
             » Association development
             » Activity center (destination spa and maritime)

Stage 2 :: Planning

      • Award director of sales
      • Define sales and marketing Critical Path
      • Conduct sales & marketing summit
             » Determine pricing model(s)/matrix
             » Define legal requirements
             » Discuss digital opportunities/solutions
             » Outline collateral program (video and
                production needs)
             » Public Relations
             » Execute proprietary Sourcing Exercise
             » Test sales platform & pathing
             » Review/approve budgets

Stage 3 :: Training

      • Personnel growth/expansion
             » Recruit & hire
             » Train & motivate using Legacy Professional Selling
                System (LPSS) and Legacy Conversations Series
      • Lead generation tactics
      • Fulfillment processes
      • Beta testing

Stage 4 :: Execution

      • Determine product release method
      • Build in dynamic capabilities for tempo control
      • Conversion
      • ROI objectives
      • Implement ROI measurement systems
      • Weekly reporting and collaboration methods

Stage 5 :: After Action Review

      • Refinement and Execution (people, training and strategy)