Realtor: The One Page Marketing Plan

  1. Database
    1. Gather all contacts from every platform (CRM, phone contacts, Outlook contacts, etc)
    1. Categorize contacts as much as possible (type, rank, subscriptions, referral source)
  2. Website
    1. Define what you want in a website
    1. Find a website to use & purchase
  3. Website Content
    1. Make a Home page with logo, name, what you offer, information, call to action
    1. Make an About page with quick bio and team members (if applicable)
    1. Make a Blog Posts page where it can house blog posts
  4. Social Media
    1. Create/ log into accounts
    1. Update all accounts to business
    1. Post 2 times on each platform daily
  5. Email Marketing
    1. Find an email marketing platform to use (CRM if possible)
    1. Import your contacts to platform
    1. Create list of email marketing topics I.e. weekly updates, quarterly newsletter, etc.
    1. Gather list of contacts to receive each email topic
    1. Create template emails for each topic
    1. Record videos and send out in emails
  6. Drip Campaigns
    1. Make a list of drip campaigns needed
    1. Create drip campaign emails & setup in CRM
    1. Put existing contacts on appropriate drip
    1. Automate adding future contacts to drips
  7. Events
    1. Decide an event to start doing
    1. Make an outline of event type, when, where, how often, who, how to promote, why
    1. Create a landing page on website for event
    1. Create a sign-up form and add to the landing page
  8. Birthday Program
    1. Decide who to send gifts to, when to send, what gift to send, who will send the gift
    1. Create automation or report to know when to send gift
    1. Send gifts when birthdays come up
  9. Facebook Ads
    1. Define your target audience, location, budget, term, call to action
    1. Setup FB ads and run for allotted time

Marketing Tools & Platforms:

Social Media Accounts

  • Instagram
  • Facebook
  • Tik Tok
  • Twitter
  • LinkedIn
  • YouTube

Marketing Tools

  • Canva
  • Sprout Social
  • Calendly
  • SlyDial
  • SMS Magic
  • Event Brite

Other Tools

  • Zapier
  • Popl

Your October TO DO List!
3rd Quarter CMA’s mailed to all CAP
Mail Item of Value A+, A, B, leads
Send REMAX e newsletter – database
2 real estate related emails database
1 real estate video email to database
Birthday cards A+, A, B, C, leads
Birthday lunch A+, A
JL/JS postcards A+, A, B, C, leads
20 TY / personal note cards
Add 5 people to CAP/Database
20 phone calls to sphere
10 Video Text to sphere
25 New Conversations
1 real estate video – YT, social media
20 Social Media Post
 Hold at least 2 Open Houses
Attend 1 Sales Mtg
Attend 1 Build Your Business
1 Power Hour Daily
Practice Scripts & Presentations

Remember to prioritize your activities:
1. Dollar Productive
2. Vital Activities
3. Relevant Activities
4. Delete all Non-Relevant Activities.

Annual real estate review, past clients
4th Quarter CMA’s mailed to all CAP
Mail Tax letters Buyers from 2022
Send Closing Disclosure 2022 Clients
Mail Item of Value A+, A, B, leads
Send REMAX e newsletter – database
2 real estate related emails database
1 real estate video email to database
Birthday cards A+, A, B, C, leads
Birthday lunch A+, A
JL/JS postcards A+, A, B, C, leads
20 TY / personal note cards
Add 5 people to CAP/Database
20 phone calls to sphere
10 Video Text to sphere
25 New Conversations
1 real estate video – YT, social media
20 Social Media Post 
Hold at least 2 Open Houses
Attend 1 Sales Mtg
Attend 1 Build Your Business
1 Power Hour Daily
Practice Scripts & Presentations

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