Real Estate CRM
Marketing Plan

This file includes pre-written marketing sections that you can edit for any market or team size. It saves time by giving you copy, task lists, and sequencing ready to tailor. Edit language, channels, and targets without rebuilding the plan.

Editable copy for emails and ads

One-page executive summary included

Swap channels to match strategy

Editable fonts, colors, layout

The template displays tasks on a Gantt chart so you see timing and overlaps at a glance. It makes dependencies clear and helps you sequence prospecting, nurturing, and campaign launches. The visual view speeds decisions and weekly planning.

Clear task bars and timelines

Shows dependencies and critical path

Monthly and weekly zoom levels

Color-coded task categories

Includes 30+ ready marketing actions covering digital, offline, and client-retention tactics tailored to real estate workflows. Use them as-is or tweak for local markets and seasonal campaigns. The list prevents common omissions in campaign planning.

Lead capture follow-up sequences

Open-house promotion checklist

Drip email nurture templates

Social post and ad ideas

Every start date and duration is editable so you adjust for market speed or agent bandwidth without breaking the plan's logic. Change a task length and linked tasks shift automatically for continuity. Works for short sprints or multi-month launches.

Adjust start dates easily

Change durations without errors

Auto-shifts dependent tasks

Supports short and long campaigns

The file shows task completion percentages and flags overdue items so you monitor execution visually. It aggregates weekly progress and highlights blockers for quick review. Use the status view for standups or client updates.

Percent complete per task view

Overdue and at-risk flags

Weekly progress summary row

Quick status for team meetings

Assign tasks, note owners, and lock dependencies so teams avoid overlap and miscommunication. The plan clarifies who does what and when, reducing duplicate work and missed follow-ups. Share the sheet for single-source truth.

Assignable task owner field

Clear task handoffs shown

Reduces duplicate work

Single source for campaign truth

The template uses color-coded editable cells and built-in logic so no Excel skills are needed to run or edit it. Instructions are inline and formulas are protected to prevent accidental breaks. Get started in minutes.

Color-coded, user-friendly layout

Inline instructions per sheet

Protected formulas, editable inputs

Beginner-friendly task editing

Export to PDF or share via cloud sheets for stakeholder reviews, client decks, or offline printing. The layout fits standard presentation formats and prints cleanly for handouts. Use the export view for polished reports.

PDF-ready report pages

Cloud-sheet share links

Print-friendly Gantt overview

Presentation-ready summary slide

This view highlights the current week, lists top priorities, and shows completed milestones so teams focus on the right tasks. Use it in weekly standups to close gaps and celebrate finishes. It keeps short-term work aligned to long-term goals.

Current-week focus row

Top three priorities listed

Completed milestones tracker

Use in weekly standups