Real Estate Marketing
Agency Marketing Plan

This template includes pre-written marketing copy, task lists, and timelines you can edit. It saves time, is fully editable, and adapts to any property type or market. Tailor language, channels, and durations in seconds.

Pre-written tasks and copy

Fully editable fields and notes

Tailor to neighborhood or asset

Speeds client proposal and kickoff

The plan uses a visual Gantt-chart layout to show tasks across time and dependencies. It makes timelines, overlaps, and critical paths obvious at a glance. One-line clarity for weekly and monthly views.

Visual timeline for every campaign

Shows dependencies and overlaps clearly

Monthly and weekly zoom options

Color-coded task categories included

Includes 30+ ready-to-use marketing actions covering photography, ads, open houses, email, and local listings. These tasks avoid common omissions and give a complete campaign checklist. Pick, edit, and assign-no blank planning needed.

Photography and virtual tour tasks

Paid ad and social tasks

Email nurture and CRM tasks

Print and signage actions

All start dates and durations are editable without breaking plan logic or dependencies. Shift a launch date and downstream tasks update automatically. This keeps the plan flexible for delayed shoots or approvals.

Adjust dates in one click

Durations change without breaking

Handles staged launches easily

Drag-and-drop timeline edits

Built-in progress tracking shows percent complete, overdue flags, and real-time status by task. You get a dashboard view of campaign health and items falling behind. Use it to run weekly standups and client updates.

Percent complete per task

Auto-flags overdue work

Summary dashboard for managers

Progress colors show urgency

The template supports task owners, clear dependencies, and handoff points so teams avoid overlap and missed steps. It reduces back-and-forth and keeps creatives, agents, and vendors aligned. Assignments and due dates are explicit.

Assign tasks to team members

Clear handoffs and dependencies

Reduce duplicated work and confusion

Use for freelancers and vendors

Designed for non-experts with color-coded editable cells and built-in formulas that do the math for you. No advanced Excel skills needed to change dates or mark progress. Start planning without training.

Color-coded editable cells

Built-in formulas handle math

Simple input fields only

Guided notes explain each column

The plan exports to print and cloud-friendly formats for easy sharing with teams or clients. Use PDF exports or upload to your cloud docs for collaboration and presentation. Ideal for proposals and kickoff meetings.

Export to PDF for clients

Upload to cloud collaboration tools

Printable one-page summary

Client-ready presentation sheets

A weekly highlight view shows current-week tasks, near-term priorities, and completion guidance to keep teams focused. It surfaces wins and blockers so you can adjust ad spend or staging quickly. Use it for weekly ops huddles.

Current-week priorities highlighted

Completion checklist per campaign

Flags blockers and next steps

Use in weekly review meetings