Real Estate Brokerage
Marketing Plan

This template includes a pre-written, fully editable marketing plan tailored for real estate brokerages and agents. It saves hours by replacing blank docs with ready content you can tweak. Use it for listings, open houses, and lead campaigns.

Editable copy for listings and campaigns

Swap colors, fonts, and sections

Adaptable for rentals and sales

Saves setup time each quarter

The Excel file uses a Gantt chart layout to show tasks along a timeline for clear sequencing and overlaps. You'll see start dates, durations, and dependencies at a glance. This visual approach prevents scheduling conflicts and simplifies planning.

Visual timeline for every task

See overlaps and dependencies instantly

Drag dates without breaking logic

Zoom between weeks and months

The template includes 30+ pre-built marketing actions covering digital ads, social media, email, events, and listings promotion. Each task includes suggested durations and owners so nothing slips through the cracks. Use these as-is or tailor to your market.

Listing photos and virtual tours

Targeted social ad campaigns

Open house promotion checklist

Buyer lead nurturing emails

Timelines and durations are fully editable so you can shift start dates and compress or extend tasks without breaking the plan's formulas. Built-in logic keeps dependencies consistent when you move items. That makes the plan flexible for changing market timing.

Change start dates easily

Adjust durations per campaign needs

Dependencies auto-update with changes

Supports one-off or rolling campaigns

Progress tracking shows percent complete and flags overdue tasks so you can spot stalled work immediately. Conditional formatting highlights late items and visual bars show execution week-by-week. The dashboard view keeps stakeholders informed at a glance.

Percent-complete per task shown

Overdue tasks auto-highlighted

Weekly execution bars visible

Dashboard summarizes overall progress

The plan makes team coordination simple: assign owners, set dependencies, and share one source of truth. Clear responsibilities reduce duplicate work and missed handoffs. Teams move faster when everyone sees the same timeline.

Assign owners per task

Clear dependency chains visible

Reduce duplicate outreach efforts

Share a single project file

No Excel skill needed - color-coded cells and built-in formulas do the heavy lifting. Instructions and protected cells prevent accidental formula changes. Designers and agents can use it without a spreadsheet expert.

Color-coded editable fields

Protected formulas prevent breakage

Step-by-step usage notes included

Beginner-frendly layout and labels

The workbook exports to PDF and copies to Google Sheets for easy sharing and printing for client decks or team meetings. Print-friendly views remove gridlines and show the weekly cadence cleanly. That makes handoffs to non-Excel users painless.

Exportable PDF for client meetings

Google Sheets friendly copy included

Print-ready weekly summary page

Email-ready snapshot for stakeholders

A weekly highlight view shows current tasks, upcoming deadlines, and completion guidance so teams know priorities each week. The guide lists must-do items and next steps to keep sprints focused. Use it for standups and status emails.

Current week task focus

Must-do items prioritized

Completion checklist per task

Use in weekly standups