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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 11
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 22, 2026
  1. Programmable
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  3. Pacaso
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growth playbook · Oct 22, 2026

pacaso.com (opens in a new tab)

Pacaso growth playbook

Diagnosis

Pacaso has a proven model (over $1.2 billion in transactions, 23% growth in adjusted gross profit in the first half of 2026) and is building toward a public listing.

Its new hires point to the next step: a Director of Lifecycle Marketing whose first job is reactivating people who inquired years ago, a creative principal to scale owner stories and AI-made creative, and a bilingual sales lead for Mexico.

The website does not yet support that plan: visitors who are not ready can only fill a sales form or join a general newsletter, while the alerts that bring buyers back (new Try stays, final shares, select listings) sit in the app. This playbook starts with web alerts, two qualifying questions, a faster homepage, a visible referral reward and a Try follow-up path, then builds market-based reactivation, destination owner stories, Spanish pages for Mexico and resale waitlists.

Growth Score

7/10

Biggest Opportunity

Turn the demand Pacaso has already earned (past inquiries, blog readers, video viewers, Try guests) into segmented alert subscribers that the lifecycle team can bring back when their market has news.

Biggest Risk

A long, high-value decision means interest fades quietly; without market-level signals and measured holdouts, reactivation becomes general email that owners and prospects tune out.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Home alerts on the website, so the people who are "years" from buying can tell Pacaso what to bring them back for

    List the four alert types and the fields each needs in Iterable.

    High impact First result in 1 month
  2. 2

    Make the homepage load in under 2.5 seconds for real visitors: start with the images and the cookie banner

    Compress and resize the homepage collection images.

    High impact First result in 1 month
  3. 3

    Add two questions to the inquiry form: where, and when

    Add the timing question to the contact page form.

    High impact First result in 1 month

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 12Fill-ins · 5Reconsider · 3
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new lifecycle director starts with reactivation because people discover Pacaso years before they buy. But a not-ready visitor on pacaso.com has two ways to stay in touch: talk to sales (the inquiry form, which asks only buyer, seller or agent plus name, email and phone, or the chat) or sign up for one general newsletter. The triggers that actually bring buyers back are app-only: availability alerts for Try stays, "exclusive access to select listings only in the app", and the notice when a home is down to its final shares.

    High impactMedium effort First result in 1 month Director of Lifecycle Marketi…

    First action

    List the four alert types and the fields each needs in Iterable.

    How to measure it

    Consultations booked from alerts

    Now
    –
    Target
    5% of alert subscribers within 6 months
    By
    2 quarters

    Steps

    1. 1

      Define alerts

      New home, final shares, new Try stays, resale shares; by destination, share and price band.

      Director of Lifecycle Marketing 2 days

    2. 2

      Map the data

      Profile fields and events in Iterable and Salesforce.

      Director of Lifecycle Marketing 3 days

    3. 3

      Build the form

      One short form on destination, listing, Try and final-shares pages.

      VP, Product 1 week

    4. 4

      Feed the triggers

      Listing launches, share counts and Try openings as events.

      VP, Product 1 week

    5. 5

      Write the templates

      One per alert type, home-first, consultation link.

      Director of Lifecycle Marketing 3 days

    6. 6

      Route hand-raisers

      Replies and clicks on "talk to an advisor" go to Ownership Advisors.

      VP, Sales 2 days

    7. 7

      Invite past inquiries

      Email old inquiries to choose their alerts.

      Director of Lifecycle Marketing 1 week

    8. 8

      Measure

      Sign-ups, clicks, consultations and funded shares by alert type.

      Analytics monthly

    First result
    1 month
    Cost
    Engineering time and Iterable sends
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Add one alert form to the final-shares page and invite 1,000 past inquiries to use it.

    Why it works

    Add a "Get alerts" option on every destination, listing, Try and final-shares page: pick destinations, a share size (1/8 or 1/4), a price band and alert types (new home, final shares, new Try stays, resale shares). Store the choices as profile fields in Iterable and send each alert by email, with SMS for those who opt in. Every alert links to the home and offers a consultation, never a discount.

    Reactivation works when the message is about something the person already wanted. Alerts give the lifecycle team that signal from day one, and the person chose it themselves, which fits a brand that "earns attention through relevance rather than urgency".

    Ready to use

    CopyFirst reactivation email

    Subject: A new home in {destination}
    
    Hi {first_name},
    
    You asked about {destination} a while ago. {home_name} just joined the collection: {beds} bedrooms, {feature}, from {share_price} for a 1/8 share.
    
    See the home: {listing_url}
    Want to stay first? {try_url}
    Talk it through with an advisor: {consultation_url}
    
    Choose what we send you: {alert_preferences_url}

    Risks and how to handle them

    • Too many alerts

      Let people choose frequency and cap sends per week.

    • Alerts compete with the app

      Offer the app for instant alerts and email for everyone else.

    Evidence

    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
    • Your websiteFinal remaining shares page: 18 homes from $450,000 (Ridgeline, Park City, 1/8) to $1,395,000 (Charles Street, London, 1/8); "We notify our buyers when a home has limited co-ownership opportunities remaining"; "Exclusive access to select listings only in the app".Source
    • Your websiteTry Before You Buy: a non-refundable deposit on an open stay, credited in full to the share price on purchase; 17 homes listed with open stays (for example Eastward Estate, Cape Cod, 9 stays; Costa Azul, Los Cabos, 7); "Sign in to search by date"; to hear about new stays: "Download the Pacaso app and turn on availability notifications on the Try tab".Source
    • Your websiteContact and inquiry forms: "Select one: Buyer | Seller | Agent", full name, email, phone, then submit; no question about destination, budget, share size or timing.Source
    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
  • 02

    Real visitors fail Google's Core Web Vitals on pacaso.com: the main content takes 3.5s to appear and taps respond in 204 ms, both past the limits, and loading got slower in the latest data. The homepage downloads 15.8 MB, two-thirds of it images, and in Google's phone test the largest thing on screen is the cookie banner. The page also blocks pinch-zoom, which hurts readers on phones.

    High impactMedium effort First result in 1 month VP

    First action

    Compress and resize the homepage collection images.

    How to measure it

    Field LCP at the 75th percentile

    Now
    –
    Target
    under 2.5s
    By
    60 days

    Steps

    1. 1

      Baseline

      PageSpeed and Chrome data for home, listing and destination pages.

      VP, Product 1 day

    2. 2

      Fix images

      Formats, sizes and lazy loading.

      VP, Product 1 week

    3. 3

      Trim JavaScript

      Remove unused bundles; defer non-essential tags.

      VP, Product 1 week

    4. 4

      Lighten the banner

      Cookie banner rendered without blocking the main image.

      VP, Product 2 days

    5. 5

      Allow zoom

      Remove the zoom block in the viewport tag.

      VP, Product 1 hour

    6. 6

      Audit tags

      Remove tags no team still uses.

      Growth team 2 days

    7. 7

      Re-test

      Lab and field numbers after 28 days.

      Analytics 1 month

    First result
    1 month
    Cost
    Engineering time
    Owner
    VP, Product

    Smallest test

    Fix the homepage images and re-run PageSpeed the same day.

    Why it works

    Serve the hero and collection images in modern formats at the size the screen needs, lazy-load everything below the first screen, cut unused JavaScript (2.7 MB) and defer tags in Google Tag Manager, make the cookie banner light so it is not the main paint, and allow zoom. Re-test the homepage, listing and destination templates.

    Pacaso buys traffic for a considered purchase; a slow first page loses visitors before the home photos do their work, and faster pages also help search rankings.

    Risks and how to handle them

    • Image quality drops

      Set quality per image type and review on large screens.

    Evidence

    • Google PageSpeedHomepage: real visitors fail Core Web Vitals on loading (LCP 3.5s at the 75th percentile; the limit is 2.5s) and responsiveness (INP 204 ms; the limit is 200 ms), and loading got 14% slower in the latest Chrome data. In the mobile lab test: score 31/100, 15.8 MB downloaded (about 10.2 MB of images; image delivery could save about 9.2 MB), 2.7 MB of unused JavaScript, the largest element on screen is the cookie banner, and the page blocks pinch-zoom.Source
    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
  • 03

    Every inquiry form asks only buyer, seller or agent, then name, email and phone. Ownership Advisors must qualify 25 consultations a month by hand, and the lifecycle team has no record of which market or timeline an inquiry had, which is exactly what reactivation needs years later.

    High impactLow effort First result in 1 month Ownership Advisor

    First action

    Add the timing question to the contact page form.

    How to measure it

    Consultations per advisor

    Now
    –
    Target
    +15%
    By
    90 days

    Steps

    1. 1

      Agree the options

      Destinations and three timing answers.

      VP, Sales 1 day

    2. 2

      Add the fields

      Contact, listing and chat forms.

      VP, Product 2 days

    3. 3

      Map to Salesforce and Iterable

      Two new fields.

      Director of Lifecycle Marketing 1 day

    4. 4

      Set routing

      Ready now to advisors; others to nurture.

      VP, Sales 1 day

    5. 5

      Write the replies

      A personal reply for each timing answer.

      Director of Lifecycle Marketing 2 days

    6. 6

      Review

      Conversion by timing answer.

      Analytics monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Ownership Advisor, Sales

    Smallest test

    Add the timing question for two weeks and compare completions.

    Why it works

    Add an optional destination picker and a timing question ("Ready now", "In the next year", "Just exploring"). Ready-now inquiries go to an advisor at once; the others go to nurture with their destination saved, and still get a reply from a person.

    Advisors spend their time on ready buyers, and the database stops losing the two facts that decide when to reach out again.

    Risks and how to handle them

    • Fewer form completions

      Keep both questions optional and test against the current form.

    Evidence

    • Your websiteContact and inquiry forms: "Select one: Buyer | Seller | Agent", full name, email, phone, then submit; no question about destination, budget, share size or timing.Source
    • HiringOwnership Advisor, Sales (remote US, on the board now): qualifies inbound leads with targets of "Completed Consultations: 25 per month", "New Opportunity created in Stage: Touring or later: 4 per month" and "Funded Shares: 2 per month"; attends "one local or feeder market event monthly"; works in Salesforce.Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
  • 04

    Owners are "the source of our referrals and resales", and the referral page's search description promises rewards for each buyer referral who closes. The page itself does not say what the reward is, and the sitemap carries a second referral page as well.

    High impactLow effort First result in 1 month Director of Lifecycle Marketi…

    First action

    Write the reward line and the redirect.

    How to measure it

    Referrals per month

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Confirm the reward

      Amount and terms with finance and legal.

      VP, Marketing 2 days

    2. 2

      Merge the pages

      One page; redirect the other.

      VP, Product 1 day

    3. 3

      Add a share link

      Personal link per owner.

      VP, Product 1 week

    4. 4

      Confirm referrals

      Automatic email to the owner.

      Director of Lifecycle Marketing 2 days

    5. 5

      Tell owners

      In the owner app and newsletter.

      Owner experience team 1 week

    6. 6

      Track

      Referrals, consultations and closes.

      Analytics monthly

    First result
    1 month
    Cost
    Referral rewards on closes
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Add the reward line to the page this week.

    Why it works

    State the reward and the rule (paid when the referred buyer closes) at the top of one referral page, redirect the other to it, add a shareable link each owner can send, and confirm each referral by email so the owner knows it was received.

    A visible reward and a simple link are the two biggest drivers of referral volume; owners will not chase a benefit they cannot see.

    Risks and how to handle them

    • Real estate referral rules

      Have legal confirm how rewards may be described in each state and country.

    Evidence

    • Your websiteOwner referral page: the meta description says owners "can earn rewards for each buyer referral who closes", but the page itself names no reward; it asks for the friend's name, email and phone and says "A Pacaso team member will personally reach out". The sitemap also lists a separate /referral-program page.Source
    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
  • 05

    Try Before You Buy credits the full deposit to the share price, and 17 homes have open stays. A guest who has slept in the home is the warmest prospect Pacaso has, but the deposit credit and the next step only work if someone follows up at the right moments.

    High impactLow effort First result in 1 month Director of Lifecycle Marketi…

    First action

    Map the five messages and who sends each.

    How to measure it

    Try-to-purchase rate

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Map the journey

      Five moments and owners.

      Director of Lifecycle Marketing 2 days

    2. 2

      Write messages

      Home-specific content.

      Director of Lifecycle Marketing 1 week

    3. 3

      Brief advisors

      Call during or after the stay.

      VP, Sales 2 days

    4. 4

      Connect data

      Booking and checkout events into Iterable.

      VP, Product 1 week

    5. 5

      Launch

      All new Try bookings.

      Director of Lifecycle Marketing 1 day

    6. 6

      Measure

      Purchases by home and step.

      Analytics monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Send the day-after-checkout email to the next ten Try guests.

    Why it works

    Build an Iterable journey: on booking (what to expect, the deposit credit), the day before arrival (home guide, an owner's tips), during the stay (an advisor invites a short call), the day after checkout (shares left, price, financing) and a month later (new Try dates and alerts). Report conversion to purchase by home.

    The stay does the selling; the journey makes sure the decision happens while the memory is fresh.

    Risks and how to handle them

    • Feels like pressure

      Keep in-stay contact to one optional invitation.

    Evidence

    • Your websiteTry Before You Buy: a non-refundable deposit on an open stay, credited in full to the share price on purchase; 17 homes listed with open stays (for example Eastward Estate, Cape Cod, 9 stays; Costa Azul, Los Cabos, 7); "Sign in to search by date"; to hear about new stays: "Download the Pacaso app and turn on availability notifications on the Try tab".Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
  • 06

    The homepage says "75+ destinations", Pacaso's job posts say "40+ destinations", and the sitemap lists 74 destination pages. Buyers, journalists and investors watching a company building toward a public listing will notice the gap.

    Medium impactLow effort First result in 1 week VP

    First action

    Agree what counts as a destination.

    How to measure it

    Pages updated

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Define

      Which destinations count.

      VP, Marketing 1 day

    2. 2

      Count

      From the listings data.

      Analytics 1 day

    3. 3

      Update the site

      Homepage and press page.

      VP, Marketing 1 day

    4. 4

      Update job posts

      Shared company description.

      Head of People & Talent 1 day

    5. 5

      Update decks

      Investor and agent materials.

      VP, Marketing 2 days

    6. 6

      Keep current

      One source updated monthly.

      Analytics monthly

    First result
    1 week
    Cost
    $0
    Owner
    VP, Marketing

    Smallest test

    Fix the homepage and job post wording this week.

    Why it works

    Decide the definition (destinations with homes for sale, with owned homes, or all pages), use one number on the homepage, press page, job posts and investor materials, and update it from one place.

    Consistent facts build trust in a large, considered purchase, and AI assistants repeat whichever number they find most.

    Risks and how to handle them

    • Smaller number looks weaker

      Show both: homes in N destinations, swaps in more.

    Evidence

    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
    • HiringPacaso's description in its job posts: more than "$1.2 billion in gross real estate transactions and service fees across 40+ destinations in the U.S., Mexico, and Europe", most recently Florence, Milan and Rome; over $300 million raised; "the largest real estate Regulation A+ offering of 2025"; the Nasdaq ticker PCSO reserved "as we build toward a public listing".Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source

This quarter 11

The core plays for the next three months.

  • 07

    The lifecycle director is asked to decide "when and how to re-engage past inquiries" and hand them to Sales cleanly. Pacaso already creates the right moments: new homes, homes down to two shares or fewer, resale shares and new Try stays.

    High impactMedium effort First result in 1 quarter Director of Lifecycle Marketi…

    First action

    Pull past inquiries with a known market for the five busiest destinations.

    How to measure it

    Reactivation-to-consultation rate

    Now
    –
    Target
    3%
    By
    2 quarters

    Steps

    1. 1

      Pull the base

      Past inquiries with market and age.

      Analytics 1 week

    2. 2

      Infer markets

      From listing views and chat where forms are blank.

      Analytics 2 weeks

    3. 3

      Define triggers

      Four market events.

      Director of Lifecycle Marketing 1 week

    4. 4

      Write by market

      Home-first content.

      Director of Lifecycle Marketing 2 weeks

    5. 5

      Set handoff

      Clicks to advisors with history.

      VP, Sales 1 week

    6. 6

      Hold out

      10% control per segment.

      Analytics 1 day

    7. 7

      Report

      Lift and funded shares.

      Director of Lifecycle Marketing monthly

    First result
    1 quarter
    Cost
    Iterable sends and staff time
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Send one market-news email to past Aspen inquiries.

    Why it works

    Segment past inquiries by the market they asked about (from forms, chat and listing views), then send only when that market has news. Hand anyone who clicks "talk to an advisor" to Sales with the history attached. Hold out a share of each segment to measure the lift.

    A market-specific message to someone who asked about that market years ago reads as service, not marketing.

    Risks and how to handle them

    • Old contacts unsubscribe

      Start with a preference email and clean bounces first.

    • Consent for SMS

      Use SMS only where the person opted in.

    Builds on

    Evidence

    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
    • Your websiteFinal remaining shares page: 18 homes from $450,000 (Ridgeline, Park City, 1/8) to $1,395,000 (Charles Street, London, 1/8); "We notify our buyers when a home has limited co-ownership opportunities remaining"; "Exclusive access to select listings only in the app".Source
    • Your websiteTry Before You Buy: a non-refundable deposit on an open stay, credited in full to the share price on purchase; 17 homes listed with open stays (for example Eastward Estate, Cape Cod, 9 stays; Costa Azul, Los Cabos, 7); "Sign in to search by date"; to hear about new stays: "Download the Pacaso app and turn on availability notifications on the Try tab".Source
  • 08

    The creative principal will run the owner testimonial program end to end, and the testimonials page has eight stories. Buyers weigh Aspen, Cabo or London differently; a story from an owner in the market they are considering is the proof they look for.

    High impactMedium effort First result in 1 quarter Brand and Marketing Creative…

    First action

    Rank destinations by inquiries and pick the first five owners.

    How to measure it

    Destinations covered

    Now
    –
    Target
    15
    By
    2 quarters

    Steps

    1. 1

      Pick markets

      Top 15 by inquiries.

      Brand and Marketing Creative Principal 1 week

    2. 2

      Find owners

      With the owner experience team.

      Owner experience team 2 weeks

    3. 3

      Brief and shoot

      One day per market.

      Brand and Marketing Creative Principal 1 quarter

    4. 4

      Cut assets

      AI-assisted versions for each format.

      Brand and Marketing Creative Principal ongoing

    5. 5

      Owner approval

      Every final cut.

      Brand and Marketing Creative Principal ongoing

    6. 6

      Publish

      Destination pages and emails.

      Director of Lifecycle Marketing ongoing

    7. 7

      Measure

      Consultations from pages with stories.

      Analytics monthly

    First result
    1 quarter
    Cost
    Production budget
    Owner
    Brand and Marketing Creative Principal

    Smallest test

    Shoot one owner in the busiest market.

    Why it works

    Shoot owners in the top 15 destinations, one day each, and from each shoot cut a listing-page video, a 30-second CTV spot, three social cuts, stills and a written story. Put the story on the destination page and in that market's alert and nurture emails.

    Peer proof in the exact market answers the question "would this work for people like us there?".

    Risks and how to handle them

    • Owner privacy

      Use first names and let owners choose what is shown.

    Evidence

    • HiringBrand and Marketing Creative Principal (remote US, posted October 16, 2026): runs shoots of "owners in their homes, founders, influencers, celebrities and the destinations"; turns footage into "videos, cutdowns, CTV and YouTube spots and social content"; runs "our owner testimonial program end to end"; keeps "a shoot library every channel can draw from"; builds on existing AI systems: "agents that turn one brief into tested variations by hook, theme, visual and tone", virtual staging and photo-to-video; partners with the growth team "on the creative pipeline for paid".Source
    • Your websiteTestimonials page with 8 owner testimonials; the homepage shows one owner quote ("David, owner in commercial construction").Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
  • 09

    Pacaso already has agents that turn one brief into variations by hook, theme, visual and tone, and the creative principal partners with growth on the paid pipeline. People buy a second home for different reasons: family time, a sport, retirement planning, investment.

    High impactMedium effort First result in 1 quarter Brand and Marketing Creative…

    First action

    Write the four reason briefs.

    How to measure it

    Paid cost per consultation

    Now
    –
    Target
    -15%
    By
    2 quarters

    Steps

    1. 1

      Write briefs

      Four reasons.

      Brand and Marketing Creative Principal 1 week

    2. 2

      Make variations

      AI cuts per cell.

      Brand and Marketing Creative Principal 2 weeks

    3. 3

      Launch tests

      Meta, YouTube, CTV.

      Growth team 2 weeks

    4. 4

      Route to pages

      Matching destination pages.

      Growth team 1 week

    5. 5

      Read results

      Cost per consultation per cell.

      Analytics weekly

    6. 6

      Share with lifecycle

      Winning reasons by market.

      Director of Lifecycle Marketing monthly

    First result
    1 quarter
    Cost
    Existing paid budget
    Owner
    Brand and Marketing Creative Principal

    Smallest test

    Run one destination with four reason variants.

    Why it works

    Build a test grid: top destinations by four reasons (family, ski or golf, slowing down, owning abroad). Make AI variations for each cell, run them on Meta, YouTube and CTV, and route clicks to the matching destination page with an alert form. Feed winners back weekly.

    It shows which reason sells which market, which also tells lifecycle what to say to each segment.

    Risks and how to handle them

    • Generated images misrepresent homes

      Use real photos of the home in every ad that shows it.

    Evidence

    • HiringBrand and Marketing Creative Principal (remote US, posted October 16, 2026): runs shoots of "owners in their homes, founders, influencers, celebrities and the destinations"; turns footage into "videos, cutdowns, CTV and YouTube spots and social content"; runs "our owner testimonial program end to end"; keeps "a shoot library every channel can draw from"; builds on existing AI systems: "agents that turn one brief into tested variations by hook, theme, visual and tone", virtual staging and photo-to-video; partners with the growth team "on the creative pipeline for paid".Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
  • 10

    Pacaso is hiring a bilingual Regional Director to be "the face of Pacaso in Mexico" and sell to high-net-worth buyers within Mexico. pacaso.com is English only, so Mexican buyers meet Pacaso in English before they meet the Spanish-speaking director.

    High impactMedium effort First result in 1 quarter Regional Director of Sales

    First action

    Translate the Costa Azul listing page and how it works.

    How to measure it

    Spanish-path inquiries

    Now
    –
    Target
    40 a month
    By
    2 quarters

    Steps

    1. 1

      Pick pages

      Mexican destinations and listings.

      Regional Director of Sales, Cabo 1 week

    2. 2

      Translate and review

      Native review of every page.

      Regional Director of Sales, Cabo 1 month

    3. 3

      Add hreflang

      English and Spanish versions.

      VP, Product 1 week

    4. 4

      Route inquiries

      Spanish form to the Regional Director.

      VP, Sales 2 days

    5. 5

      Run ads

      Three Mexican cities.

      Growth team 1 month

    6. 6

      Measure

      Tours and closes.

      Analytics monthly

    First result
    1 quarter
    Cost
    Translation and test ad budget
    Owner
    Regional Director of Sales, Cabo

    Smallest test

    Translate one listing and run Spanish ads for two weeks.

    Why it works

    Publish Spanish versions of the Mexican destination and listing pages (Cabo, San Jose del Cabo, Punta Mita, Mexico City), the how-it-works page and a Spanish inquiry form routed to the Regional Director. Run Spanish ads in Mexico City, Monterrey and Guadalajara.

    Buyers in their own language and market convert faster, and the director gets leads already in the right language.

    Risks and how to handle them

    • Legal terms differ in Mexico

      Have local counsel review ownership wording.

    Evidence

    • HiringRegional Director of Sales, Cabo (posted October 20, 2026): "the face of Pacaso in Mexico", converting "US and international prospective buyers", about 24 tours a month, feeding "Mexican market dynamics, buyer sentiment, and demand trends" back to marketing; the role asks for a bilingual communicator who builds trust "with sophisticated, high-net-worth individuals".Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
  • 11

    Pacaso lists its sold homes, owners can resell when they choose, and shares "historically sell for an average 10% gain". A buyer who loves a sold-out home has no way to say "tell me if a share comes up".

    High impactMedium effort First result in 1 quarter Director of Lifecycle Marketi…

    First action

    Add the waitlist button to the five most-viewed sold homes.

    How to measure it

    Resales sold to waitlist buyers

    Now
    –
    Target
    30%
    By
    3 quarters

    Steps

    1. 1

      Pick homes

      Most-viewed sold homes.

      Analytics 1 week

    2. 2

      Build the button

      On sold listings and the sold page.

      VP, Product 2 weeks

    3. 3

      Connect resale events

      Resale listings trigger the alert.

      VP, Product 2 weeks

    4. 4

      Write the alert

      Home, share and price.

      Director of Lifecycle Marketing 3 days

    5. 5

      Tell sellers

      Waitlist size in the resale flow.

      Owner experience team 2 weeks

    6. 6

      Measure

      Waitlist size and resale time.

      Analytics monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Add the waitlist to one sold home.

    Why it works

    Add "Join the waitlist" to every sold-out listing and the sold page. When an owner lists a share for resale, notify the waitlist first, and give selling owners the waitlist size as reassurance.

    It turns the most desirable homes into lead capture and makes resale faster for owners, which supports the resale gain claim.

    Risks and how to handle them

    • Owners feel pressured to sell

      Show waitlist size only when an owner starts a resale.

    Evidence

    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
  • 12

    Pacaso already runs an agent program with certification, a marketing toolkit and a webinar series, and the inquiry form has an "Agent" option. Agents with second-home clients are a ready channel, but only if they hear about the right homes at the right time.

    Medium impactMedium effort First result in 1 quarter VP

    First action

    Count certified agents and their referrals last year.

    How to measure it

    Agent-sourced consultations

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      List agents

      Certified and active.

      VP, Sales 1 week

    2. 2

      Tracked links

      One per agent.

      VP, Product 2 weeks

    3. 3

      Monthly email

      Market news for agents.

      Director of Lifecycle Marketing monthly

    4. 4

      Co-branded assets

      Listing one-pagers.

      Brand and Marketing Creative Principal 2 weeks

    5. 5

      Report to agents

      Client engagement.

      VP, Sales monthly

    6. 6

      Review

      Top agents each quarter.

      VP, Sales quarterly

    First result
    1 quarter
    Cost
    Staff time and referral fees
    Owner
    VP, Sales

    Smallest test

    Send one market email to certified agents.

    Why it works

    Send certified agents a monthly market email (new homes, final shares, resale shares), give each a tracked link and co-branded one-pagers, and show agents which of their clients engaged. Pay referral fees as the program terms set.

    Agents introduce buyers Pacaso cannot reach directly, and tracked links show which agents are worth more support.

    Risks and how to handle them

    • Agents bypass the advisor

      Agree a clear handoff in the program terms.

    Evidence

    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteContact and inquiry forms: "Select one: Buyer | Seller | Agent", full name, email, phone, then submit; no question about destination, budget, share size or timing.Source
    • HiringOwnership Advisor, Sales (remote US, on the board now): qualifies inbound leads with targets of "Completed Consultations: 25 per month", "New Opportunity created in Stage: Touring or later: 4 per month" and "Funded Shares: 2 per month"; attends "one local or feeder market event monthly"; works in Salesforce.Source
  • 13

    Pacaso has 760 blog posts such as "best ski towns USA" and "snowbird destinations". Readers of those posts are early in the journey, exactly the people lifecycle wants in the database, but the posts offer only the general newsletter.

    Medium impactLow effort First result in 1 month VP

    First action

    List the top 50 posts and the destination each mentions.

    How to measure it

    Blog alert sign-ups

    Now
    –
    Target
    1,000 a month
    By
    2 quarters

    Steps

    1. 1

      Rank posts

      Top 50 by traffic.

      Analytics 1 week

    2. 2

      Map destinations

      Post to destination.

      VP, Marketing 1 week

    3. 3

      Build the block

      Pre-selected alert form.

      VP, Product 1 week

    4. 4

      Place it

      Top 50 posts.

      VP, Marketing 1 week

    5. 5

      Welcome series

      Destination-specific.

      Director of Lifecycle Marketing 2 weeks

    6. 6

      Measure

      Sign-ups and later inquiries.

      Analytics monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    VP, Marketing

    Smallest test

    Add the block to the ski towns post.

    Why it works

    Add a destination alert block to each post that names a Pacaso destination, linking to its homes and an alert form with that destination pre-selected. Start with the 50 posts with the most traffic.

    Content readers become segmented subscribers with a known interest, years before they inquire.

    Risks and how to handle them

    • Posts about places without homes

      Offer the nearest destination or the general list.

    Builds on

    Evidence

    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
  • 14

    The lifecycle role must set "the governance that keeps those touches coordinated across teams", from onboarding to arrival moments, home updates and referral programs. Owners stay 6-7 times a year and swap stays, so many teams message them.

    High impactMedium effort First result in 1 quarter Owner experience team

    First action

    List every message owners received last month.

    How to measure it

    Referrals per 100 owners

    Now
    –
    Target
    +25%
    By
    3 quarters

    Steps

    1. 1

      Inventory messages

      All teams and channels.

      Owner experience team 2 weeks

    2. 2

      Set caps

      Per week and channel.

      Director of Lifecycle Marketing 1 week

    3. 3

      Add moments

      Anniversary, pre-stay, swap ideas.

      Director of Lifecycle Marketing 1 month

    4. 4

      Time referral asks

      After high-rated stays.

      Director of Lifecycle Marketing 2 weeks

    5. 5

      Govern

      Monthly review with all teams.

      Director of Lifecycle Marketing monthly

    6. 6

      Measure

      Engagement, referrals, resales.

      Analytics monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Owner experience team

    Smallest test

    Map last month's owner messages on one page.

    Why it works

    Map every owner message by team and channel, set a weekly cap, add the moments that build loyalty (anniversary of purchase, a note before each stay, a seasonal swap suggestion) and ask for a referral only after a great stay.

    Owners who feel looked after refer more and resell less, and one calendar stops teams from crowding each other.

    Risks and how to handle them

    • Teams resist caps

      Agree priorities with the VP of Marketing.

    Evidence

    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
    • Your websiteOwner referral page: the meta description says owners "can earn rewards for each buyer referral who closes", but the page itself names no reward; it asks for the friend's name, email and phone and says "A Pacaso team member will personally reach out". The sitemap also lists a separate /referral-program page.Source
  • 15

    Pacaso has 35 webinar pages, from "Pacaso 101" to "Ask an Owner" sessions and "Buying Abroad in Europe". A purchase that takes months needs answers in the right order, and these already exist.

    Medium impactLow effort First result in 1 quarter Director of Lifecycle Marketi…

    First action

    Pick the five replays and their order.

    How to measure it

    Consultations after webinar nurture

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Pick replays

      Five core topics.

      Director of Lifecycle Marketing 1 week

    2. 2

      Cut short versions

      Ten-minute edits.

      Brand and Marketing Creative Principal 2 weeks

    3. 3

      Track viewing

      Events into Iterable.

      VP, Product 1 week

    4. 4

      Build the path

      Viewing-based sends.

      Director of Lifecycle Marketing 2 weeks

    5. 5

      Offer consultation

      After the third replay.

      Director of Lifecycle Marketing 1 day

    6. 6

      Measure

      Consultations by path step.

      Analytics monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Director of Lifecycle Marketing

    Smallest test

    Send "Pacaso 101" to last month's new inquiries.

    Why it works

    Order the replays into a path (how it works, ask an owner, financing, buying abroad, resale) and send them to prospects based on what they have watched, with a consultation offer after the third.

    Prospects educate themselves at their own pace, and advisors meet buyers who already understand the model.

    Risks and how to handle them

    • Old replays

      Refresh or drop any with outdated terms.

    Evidence

    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
  • 16

    The homepage chat, Eva Digital Concierge, asks for name, email, phone and zip. Visitors who chat say exactly which homes, markets and questions matter to them, which is the best segmenting data Pacaso can get.

    Medium impactMedium effort First result in 1 quarter VP

    First action

    Tag 100 recent chats by hand to set the categories.

    How to measure it

    Chats tagged

    Now
    –
    Target
    90%
    By
    1 quarter

    Steps

    1. 1

      Set categories

      From 100 chats.

      Director of Lifecycle Marketing 1 week

    2. 2

      Tag automatically

      Destinations, homes, topics.

      VP, Product 1 month

    3. 3

      Sync

      Iterable and Salesforce.

      VP, Product 2 weeks

    4. 4

      Use in nurture

      Topic-based sends.

      Director of Lifecycle Marketing 2 weeks

    5. 5

      Offer alerts

      At chat end.

      VP, Product 1 week

    6. 6

      Measure

      Consultations from chat.

      Analytics monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    VP, Product

    Smallest test

    Tag one week of chats and send matching follow-ups.

    Why it works

    Tag each chat with destinations, homes and topics (financing, scheduling, resale) and write the tags to the Iterable profile and Salesforce, so nurture and advisors pick up where the chat left off. Offer alerts at the end of each chat.

    It turns conversations into segments without asking the visitor to fill another form.

    Risks and how to handle them

    • Privacy

      Explain in the chat what is saved and why.

    Evidence

    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
  • 17

    Pacaso says shares can be financed up to 70% and that owners stay 6-7 times a year, and it does not discount. Buyers take months because the math is hard: share price, monthly fees, financing and the nights they will use.

    High impactMedium effort First result in 1 quarter VP

    First action

    Build the math for one home in a spreadsheet.

    How to measure it

    Listing-to-consultation conversion

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Set the model

      Costs, financing, nights.

      VP, Marketing 2 weeks

    2. 2

      Check with finance

      Accurate fee data.

      Finance 1 week

    3. 3

      Build

      On listing pages.

      VP, Product 1 month

    4. 4

      Save results

      To Iterable and Salesforce.

      VP, Product 1 week

    5. 5

      Train advisors

      Use the same math.

      VP, Sales 1 week

    6. 6

      Test

      Against listings without it.

      Analytics 1 month

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    VP, Marketing

    Smallest test

    Send the spreadsheet version to ten active prospects.

    Why it works

    Add a calculator to each listing: the share price and monthly costs against buying the whole home and renting a similar home for the same number of nights, with financing at 70%. Save the result to the buyer's profile and send it to their advisor.

    Clear math answers the main objection without a discount, and saved results tell lifecycle what each buyer weighed.

    Risks and how to handle them

    • Rental estimates challenged

      Show the method and sources.

    Evidence

    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
    • Your websiteFinal remaining shares page: 18 homes from $450,000 (Ridgeline, Park City, 1/8) to $1,395,000 (Charles Street, London, 1/8); "We notify our buyers when a home has limited co-ownership opportunities remaining"; "Exclusive access to select listings only in the app".Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source

Big bets 3

Larger plays that can change the trajectory.

  • 18

    Pacaso has launched Infinity, a private home-exchange community of whole-home owners that extends Swap beyond co-owned homes. Whole-home owners are the people most likely to tire of the cost and upkeep Pacaso removes, and some own homes Pacaso might buy.

    High impactHigh effort First result in 3 quarters VP

    First action

    Count Infinity members by market and home value.

    How to measure it

    Infinity conversions

    Now
    –
    Target
    5% of members
    By
    4 quarters

    Steps

    1. 1

      Size the segment

      Members by market.

      Analytics 2 weeks

    2. 2

      Design the journey

      Swap, compare, sell.

      Director of Lifecycle Marketing 1 month

    3. 3

      Build the comparison

      Their home vs a share.

      VP, Product 1 quarter

    4. 4

      Brief acquisitions

      Homes that fit.

      Acquisitions team 1 month

    5. 5

      Launch

      To members.

      Director of Lifecycle Marketing 1 month

    6. 6

      Measure

      Purchases and acquisitions.

      Analytics quarterly

    First result
    3 quarters
    Cost
    Product time
    Owner
    VP, Product

    Smallest test

    Interview ten Infinity members about their plans.

    Why it works

    Treat Infinity members as a lifecycle segment: show them the cost of their own home against co-ownership, invite them to swap into Pacaso homes, offer a "sell to Pacaso" conversation where their market fits, and track conversions to share purchases and home acquisitions.

    It turns an owner benefit into a source of buyers and inventory, from people who already trust the platform.

    Risks and how to handle them

    • Members feel sold to

      Lead with swap benefits; sales only on request.

    Evidence

    • News coverageFirst half of 2026 (released September 30, 2026): adjusted gross profit excluding whole-home sales of $15.5 million, up 23%; margin 18.8% vs 15.2%; adjusted EBITDA loss improved 25% to $7.0 million. Pacaso has introduced Infinity, a private home-exchange community of whole-home owners that extends Swap beyond its co-owned homes.Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
  • 19

    The lifecycle director must report "reactivation rate, conversion to consultation, owner engagement and revenue influenced" every month, on purchases that take months. Without a control, every funded share looks influenced by email.

    High impactHigh effort First result in 3 quarters Analytics

    First action

    Agree the holdout size and outcome definitions.

    How to measure it

    Programs with holdouts

    Now
    –
    Target
    100%
    By
    3 quarters

    Steps

    1. 1

      Define outcomes

      Consultation and funded share.

      Analytics 2 weeks

    2. 2

      Join the data

      Iterable, Salesforce, warehouse.

      Analytics 1 month

    3. 3

      Set holdouts

      Every journey.

      Director of Lifecycle Marketing 1 week

    4. 4

      Build the report

      Monthly dashboard.

      Analytics 1 month

    5. 5

      Review

      With leadership monthly.

      Director of Lifecycle Marketing monthly

    6. 6

      Reallocate

      Budget to winners.

      VP, Marketing quarterly

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Analytics

    Smallest test

    Run one holdout in the reactivation journey.

    Why it works

    Keep a random holdout in every journey, connect Iterable sends to Salesforce outcomes in the warehouse, and report incremental consultations and funded shares per program. Use the results to set budgets.

    Leadership funds what it can measure, and lean AI-native teams need proof of each program's effect.

    Risks and how to handle them

    • Small samples

      Pool by quarter and report ranges.

    Evidence

    • HiringDirector of Lifecycle Marketing: owns "how Pacaso communicates with everyone in our database, from first inquiry through years of ownership"; Owners are "the source of our referrals and resales", with messages "from onboarding through arrival moments, home updates and referral programs"; owns the Iterable instance "across email, SMS and push" and the links to the CRM and data warehouse; success is "reactivation rate, conversion to consultation, owner engagement and revenue influenced", reported monthly. Marketing "runs lean and AI-native".Source
    • HiringOwnership Advisor, Sales (remote US, on the board now): qualifies inbound leads with targets of "Completed Consultations: 25 per month", "New Opportunity created in Stage: Touring or later: 4 per month" and "Funded Shares: 2 per month"; attends "one local or feeder market event monthly"; works in Salesforce.Source
    • HiringDirector of Lifecycle Marketing (remote US, posted September 9, 2026): "Many people discover Pacaso years before they are ready to buy, and re-engaging them at the right moment is one of our largest growth levers." Reactivation of past inquiries "is the fastest path this role has to funded volume, and it is where you will start." Prospect nurture covers "how a specific home or market stays present in their thinking and what earns the consultation"; "Pacaso does not discount or rush its buyers, so the program earns attention through relevance rather than urgency."Source
  • 20

    Pacaso has a 2025 Co-Ownership Index Report page and is building toward a public listing. It knows how owners actually use second homes: nights per year, swaps between markets, resale times.

    High impactMedium effort First result in 3 quarters VP

    First action

    Pick ten findings owners and buyers would care about.

    How to measure it

    Report downloads

    Now
    –
    Target
    10,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Ten findings.

      VP, Marketing 2 weeks

    2. 2

      Analyze

      Aggregated owner data.

      Analytics 2 months

    3. 3

      Privacy review

      No owner identifiable.

      Legal 1 month

    4. 4

      Design

      Report and charts.

      Brand and Marketing Creative Principal 1 month

    5. 5

      Launch

      Press and webinar.

      VP, Marketing 1 month

    6. 6

      Market cuts

      Per-destination emails.

      Director of Lifecycle Marketing 1 month

    First result
    3 quarters
    Cost
    Analyst and design time
    Owner
    VP, Marketing

    Smallest test

    Publish one chart on nights used per share.

    Why it works

    Publish a yearly report with aggregated data: nights used per share, most-swapped markets, resale gains by market, buyer age and origin by destination. Launch with press, a webinar and destination cuts for each market's alerts.

    Original data earns press and links and gives lifecycle a reason to write to every segment.

    Risks and how to handle them

    • Data reads as investment advice

      Have legal review all resale figures.

    Evidence

    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source
    • HiringPacaso's description in its job posts: more than "$1.2 billion in gross real estate transactions and service fees across 40+ destinations in the U.S., Mexico, and Europe", most recently Florence, Milan and Rome; over $300 million raised; "the largest real estate Regulation A+ offering of 2025"; the Nasdaq ticker PCSO reserved "as we build toward a public listing".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 21

    Pacaso's YouTube channel has about 12.9 million views but only about 1,760 subscribers, so most viewers watch an ad or a video once and leave. The creative principal is about to produce far more video.

    Medium impactLow effort First result in 1 quarter Brand and Marketing Creative…

    First action

    Add alert links to the top 20 videos.

    How to measure it

    YouTube sign-ups

    Now
    –
    Target
    300 a month
    By
    2 quarters

    Steps

    1. 1

      Top videos

      By views.

      Brand and Marketing Creative Principal 1 day

    2. 2

      Add links

      Descriptions and pinned comments.

      Brand and Marketing Creative Principal 1 week

    3. 3

      End screens

      Destination playlists.

      Brand and Marketing Creative Principal 2 weeks

    4. 4

      Playlists

      One per destination.

      Brand and Marketing Creative Principal 2 weeks

    5. 5

      Track

      Tagged links.

      Growth team 1 week

    6. 6

      Review

      Monthly.

      Analytics monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Brand and Marketing Creative Principal

    Smallest test

    Add links to five videos.

    Why it works

    Put an alert link in every video description and end screen, pin a comment with the destination page, and make a playlist per destination. Measure sign-ups from YouTube.

    Video watchers who choose a destination are good leads; today the views do not turn into a relationship.

    Risks and how to handle them

    • Ad views inflate counts

      Judge by sign-ups, not views.

    Builds on

    Evidence

    • YouTubePacaso's YouTube channel: 145 videos and about 12.9 million views, but only about 1,760 subscribers.Source
    • HiringBrand and Marketing Creative Principal (remote US, posted October 16, 2026): runs shoots of "owners in their homes, founders, influencers, celebrities and the destinations"; turns footage into "videos, cutdowns, CTV and YouTube spots and social content"; runs "our owner testimonial program end to end"; keeps "a shoot library every channel can draw from"; builds on existing AI systems: "agents that turn one brief into tested variations by hook, theme, visual and tone", virtual staging and photo-to-video; partners with the growth team "on the creative pipeline for paid".Source
  • 22

    Ownership Advisors attend a feeder market event every month, and Pacaso runs "Pacaso on Tour" and open houses. The alert list will show which cities hold the most people interested in each destination.

    Medium impactMedium effort First result in 2 quarters Ownership Advisor

    First action

    Find the top three feeder cities from inquiry zip codes.

    How to measure it

    Consultations per event

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Pick cities

      From zip codes.

      Analytics 1 week

    2. 2

      Plan evenings

      Venue and owners.

      Ownership Advisor, Sales 2 weeks

    3. 3

      Invite

      Alert subscribers.

      Director of Lifecycle Marketing 2 weeks

    4. 4

      Host

      Advisors and owners.

      Ownership Advisor, Sales monthly

    5. 5

      Follow up

      Next-day email.

      Director of Lifecycle Marketing monthly

    6. 6

      Measure

      Consultations and shares.

      Analytics monthly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Ownership Advisor, Sales

    Smallest test

    Host one evening in one city.

    Why it works

    Host small evenings in the top feeder cities (for example a Bay Area evening on Tahoe and Napa), invite alert subscribers for those destinations, bring two local owners, and book consultations on the night.

    Meeting owners in person answers the trust question faster than any email.

    Risks and how to handle them

    • Low turnout

      Keep events small and personal.

    Builds on

    Evidence

    • HiringOwnership Advisor, Sales (remote US, on the board now): qualifies inbound leads with targets of "Completed Consultations: 25 per month", "New Opportunity created in Stage: Touring or later: 4 per month" and "Funded Shares: 2 per month"; attends "one local or feeder market event monthly"; works in Salesforce.Source
    • Your websiteSitemaps (read October 21, 2026): 760 blog posts (e.g. "best ski towns USA", "snowbird destinations"), 35 webinar pages (including "Pacaso 101", several "Ask an Owner" sessions and "Buying Abroad in Europe"), 74 destination pages (from Aspen and Napa to Verbier, Toronto, St Barts and Ubud), pages for sold homes, open houses, "Pacaso on Tour" (Malibu, Lake Tahoe), a second-home podcast, a "2025 Co-Ownership Index Report", resale and Infinity FAQs, and an agent program (certification, marketing toolkit, webinar series).Source
    • Your websiteTestimonials page with 8 owner testimonials; the homepage shows one owner quote ("David, owner in commercial construction").Source
  • 23

    The homepage calls a Pacaso "a second home that is yours, where family and friends gather". Friends who stay as an owner's guests have seen the home and met a happy owner, but Pacaso does not know who they are.

    Medium impactLow effort First result in 1 quarter Owner experience team

    First action

    Check guest rules in the owner terms.

    How to measure it

    Guest opt-ins

    Now
    –
    Target
    20% of guests
    By
    2 quarters

    Steps

    1. 1

      Check terms

      Guest rules.

      Legal 1 week

    2. 2

      Design invite

      In the owner app.

      VP, Product 1 month

    3. 3

      Consent step

      Guest chooses alerts.

      VP, Product 2 weeks

    4. 4

      Welcome note

      Home guide and alerts.

      Director of Lifecycle Marketing 1 week

    5. 5

      Thank owners

      When guests buy.

      Owner experience team ongoing

    6. 6

      Measure

      Guest conversions.

      Analytics quarterly

    First result
    1 quarter
    Cost
    Product time
    Owner
    Owner experience team

    Smallest test

    Ask ten owners how often they host friends.

    Why it works

    Where owner terms allow guests, offer owners a simple guest invitation in the app with a welcome note, and, with the guest's consent, add them to alerts for that destination. Thank the owner when a guest later buys.

    Guests are referrals that have already toured the home.

    Risks and how to handle them

    • Owners feel used

      Make it a host feature first; alerts only with the guest's consent.

    Evidence

    • Your websiteHomepage (October 21, 2026): H1 "Own a share, get the whole feeling"; "One-eighth to one-half ownership of one specific home, fully managed, with the freedom to swap stays"; "75+ destinations"; one owner quote; a single newsletter box, "Your next place, in your inbox. Get the latest homes, destinations, and Pacaso updates."; an "Eva Digital Concierge" chat whose form asks for name, email, phone and zip with an SMS opt-in.Source
    • Your websiteOwner referral page: the meta description says owners "can earn rewards for each buyer referral who closes", but the page itself names no reward; it asks for the friend's name, email and phone and says "A Pacaso team member will personally reach out". The sitemap also lists a separate /referral-program page.Source
    • Your websiteHow it works: buy 1/8 or 1/4; owners stay "an average of 6-7 times during the year" booked in the owner app with SmartStay; "Pacaso shares historically sell for an average 10% gain"; financing "up to 70%" of the purchase price; "It's your home, not a timeshare" (LLC ownership).Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Pacaso did not commission, review or endorse it, and Programmable is not affiliated with Pacaso. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Pacaso runs its business.

Something wrong, or do you represent Pacaso? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Web alerts, faster homepage, form questions, referral reward, Try follow-up and one destination count.

  2. Days 31 to 6012 ideas

    Market reactivation, owner stories, paid creative tests, Spanish pages for Mexico, resale waitlists, agents, blog sign-ups, the owner calendar, webinar nurture, chat tags and the cost comparison; YouTube links.

  3. Days 61 to 905 ideas

    Infinity as a buyer and inventory channel, holdout measurement, the next Co-Ownership Index, feeder-city evenings and guest invitations.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A luxury second home without the upkeep. The most cited problem: the cost of whole second-home ownership.

  • Fully designed and managed homes
  • Managing a home used a few weeks a year
  • In their words: “second home”

Market

Competitive landscape

4 competitors compared: Kocomo, Inspirato, Whole ownership and Luxury rentals.

  • Gap to exploit: Market-level alerts for long-horizon second-home buyers
  • Kocomo: Marketplace rather than a single managed standard
  • Inspirato: Membership, no ownership

Hiring signals

Pacaso is hiring to convert demand it already has.

  • Director of Lifecycle Marketing: Reactivation of past inquiries first; Iterable email, SMS and push. Ideas 1, 5, 7, 14.
  • Brand and Marketing Creative Principal: Owner testimonial program and AI creative for paid. Ideas 8, 9, 21.
  • Regional Director of Sales, Cabo: Bilingual seller for buyers within Mexico. Idea 10.

From the team that wrote this playbook

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  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
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  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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