Whether or not youโre showcasing a brand new itemizing, selling your providers, or sharing particulars of an open home, actual property advertising and marketing calendar templates could make your life a lot simpler. These instruments show you how to keep organized whereas planning your whole upcoming advertising and marketing actions in a single place.
From video walkthroughs on social media to newsletters, blogs, and past, you should use any of those templates to prepare and plan your actual property advertising and marketing calendar.
monday.com: A customizable actual property advertising and marketing calendar template constructed for collaboration
monday.com is a venture administration platform thatโs extremely collaborative and constructed to scale. Itโs an amazing possibility for actual property businesses of all sizes โ your complete staff can use it to plan, monitor, and assign advertising and marketing actions.
Whereas monday.com provides a free plan for as much as two customers, it doesnโt embody a calendar view so that youโll must improve to a paid plan if thatโs one thing you want.
Extra on monday.com: monday.com Assessment | monday.com vs Jira | monday.com vs. Notion.
Should youโre something like me, youโll respect that monday.com could be a lot greater than only a generic calendar template to plan your advertising and marketing actions. You should utilize it to run nearly each side of your complete enterprise for those whoโd like, from managing initiatives and listings to shoppers, budgets, digital property, and extra.
Whether or not you’ve a staff of realtors working collaboratively or you’ve a devoted division for advertising and marketing, you may simply assign duties to everybody concerned and monitor progress as you go.
It additionally works nicely for those who handle various kinds of content material throughout completely different platforms. You should utilize in-built shade coding or a customized subject to designate no matter you want.
Bigger businesses might arrange one calendar for shared tasks whereas giving every agent their very own calendar to handle particular person advertising and marketing wants.
Smaller groups, then again, can in all probability get away with one calendar as a substitute.
The largest downside of this template is that you just possible gainedโt be capable to use it to its full potential free of charge. Should you want saving cash, there are many free platforms that offer you a calendar view for gratis.
ClickUp: A free planning and budgeting actual property advertising and marketing template
ClickUp provides a superb free plan for solo customers and small groups. Not like monday.com, ClickUp features a calendar view in its free plan and limitless free customers so you may onboard your entire staff free of charge.
The free plan additionally contains Kanban view, staff chat, collaborative docs, and extra.
And like most venture administration options, you should use it for lots extra than simply advertising and marketing if you wish to. Itโs simply as nice for managing shoppers, workers, HR actions, listings, and anything you may want.
Extra on ClickUp: ClickUp Assessment | ClickUp vs Asana | ClickUp vs. Notion.
The most effective elements of this template is the flexibility to plan and monitor your advertising and marketing funds. You may set a funds for every marketing campaign or piece of content material if you wish to get actually granular.
Should youโd somewhat give attention to promoting properties, youโre possible working with (or will quickly work with) photographers, videographers, and possibly even writers to supply your content material. This template makes it straightforward to trace these bills and make sure you keep underneath funds alongside the best way.
That is notably helpful for those who base advertising and marketing spend on commissions or need to dedicate additional funds to particular listings.
Thereโs additionally an area to handle duties with out cluttering up your calendar. Youโll be capable to change between numerous views, together with listing, Kanban board, desk, and extra.
You may as well invite your shoppers to collaborate with you at no additional value for those whoโd like them to weigh in in your advertising and marketing plans.
Theyโll must create a ClickUp account to do that, but it surelyโs a pleasant choice to have on your shoppers who count on you to go the additional mile.
Wrike: A template for actual property advertising and marketing groups
Wrike is a conventional venture administration answer that comes with plenty of highly effective options for workflow administration and automation. Though it will probably work nicely for brokers, itโs a greater match for full advertising and marketing groups who’ve (or need) well-defined processes.
Thereโs a free plan with limitless customers, as much as 2 GB of storage, and fundamental activity administration capabilities. Itโs a great place to begin, but it surely gainedโt work for the lengthy long run.
Wrikeโs paid plans begin at $10 per 30 days and embody calendar view, customized fields, Gantt charts, dashboards, generative AI, and extra.
Extra on Wrike: Wrike Assessment | Wrike vs Asana | Wrike vs Smartsheet.
This Wrike template is a basic advertising and marketing calendar designed for advertising and marketing groups managing quite a few campaigns at a time. Itโs an amazing possibility in case you have a devoted advertising and marketing staff working with a number of brokers or shoppers that want a straightforward method to keep organized.
Though itโs not particularly for actual property, itโs straightforward to customise to match your wants. As soon as itโs arrange, itโll assist your staff adhere to your processes and keep on monitor.
One of the useful options is a pre constructed advertising and marketing request type. Say an agent secures a brand new itemizing and needs to begin advertising and marketing it straight away. They will submit a request that features pictures, particulars, submit concepts, the goal market, and extra.
From there, your advertising and marketing staff can provide you with concepts, create all of the content material required, publish it, and let the requestor realize itโs prepared.
Wrikeโs total structure permits you to create folders and particular person initiatives, which might work nicely for managing advertising and marketing calendars for various brokers or shoppers.
On high of that, entrepreneurs can see all of their work throughout initiatives in a single place, so nothing falls by way of the cracks.
Costlier plans additionally embody approvals and proofing for those who want much more management over your course of and workflows.
Airtable: An extendable template for organizing itemizing particulars
Airtable is a relational database that mixes one of the best elements of spreadsheets, automations, and analytics. Itโs free for people and small groups of as much as 5 customers.
Tech-savvy actual property brokers who donโt thoughts getting their arms soiled can use Airtable to create a really customized advertising and marketing calendar. You may as well transcend that with full techniques to run your complete firm if you want.
Iโve used it to handle content material, operations, reporting, finance, affiliate monitoring, and extra for half a decade. Itโs a scalable, versatile, and extremely versatile software to have in your tech stack.
Extra on Airtable: Airtable Assessment | Airtable vs Asana | Airtable vs Trello.
Technically, this template doesnโt include a calendar. However you may add one in a number of clicks it doesn’t matter what plan youโre on. Paid plans include extra calendar performance, however a fundamental calendar is obtainable free of charge as nicely.
The one requirement is a minimum of one date subject in your desk.
This template comes with greater than 30 customized fields that can assist you hold monitor of itemizing and shopper information. It offers you a centralized place to see all the knowledge youโll want about every property to create advertising and marketing content material.
Youโll be capable to connect pictures, the neighborhood, value, days available on the market, sq. footage, beds and baths, heating, cooling, college districts, and extra.
There are additionally fields for various kinds of advertising and marketing campaigns, together with Fb, electronic mail, and flyers. You may simply add extra for those whoโre doing different varieties of campaigns, too.
If you wish to view it as a calendar, you may set a date vary for every marketing campaign and examine all of them on the identical calendar.
Alternatively, you may add a brand new desk for campaigns or particular items of content material if you wish to get extra granular, assign work to different folks, monitor publishing dates, and tie all the things again to particular properties.
Trello: A easy actual property advertising and marketing Kanban board
Trello is a beginner-friendly method to monitor and handle duties. I used it for years to handle content material manufacturing at scale. Regardless of its simplicity, you may comfortably use Trello for a very long time with out outgrowing it.
Itโs free for as much as ten customers and ten boards per workspace. Sadly, the calendar view isnโt accessible free of charge.
Youโll must improve to the Premium plan which begins at $10 per consumer per 30 days. That stated, you may add due dates, see when duties are overdue, and create checklists for every activity on the free plan.
Extra on Trello: Trello Assessment | Trello vs Airtable | Trello vs Pipedrive.
If you need the best and best software program to make use of, Trello is the best way to go. Itโs extremely easy, but efficient whilst you add plenty of work to the system.
You should utilize it to brainstorm advertising and marketing campaigns and items of content material, determine which to maneuver ahead with, and monitor the standing of every piece to completion with its intuitive drag-and-drop interface.
Every marketing campaign or piece of content material can have a guidelines nested inside with extra detailed motion gadgets if you wish to get extra granular.
The perfect half about this template although? It was created by a realtor. Itโs been used greater than 12,500+ occasions, and the creator has a full YouTube video showcasing how she makes use of Trello to prepare her actual property enterprise.
You should utilize that as a beginning off level and simply customise the columns to match your wants.
In just some minutes, youโll be prepared to begin including gadgets to your board โ no must spend hours or days determining the way it works or tweaking each single setting to get issues excellent.
Actual property advertising and marketing calendar templates for Excel, Google Sheets, Microsoft Phrase, and Google Docs
Should youโre an agent working by your self, venture administration software program is probably going overkill. Even for those whoโre working with a number of freelancers or solely publishing a number of items of content material every week, a spreadsheet or doc could be greater than sufficient.
Listed below are one of the best choices if you wish to hold it easy and use instruments you have already got.
Template 1: A fundamental actual property advertising and marketing calendar doc
This free actual property advertising and marketing calendar template from Smartsheet is so simple as it will get. You may obtain it for Phrase or Google Docs and construct out your month-to-month calendar in a couple of minutes by dragging shapes into an empty calendar wireframe.
There are pre made shapes with completely different colours, permitting you to visually sign various kinds of advertising and marketing content material.
Though this template doesnโt have an area to brainstorm concepts, you may simply do it on a special web page or in a special doc and switch them right here while youโre prepared.
To try this, all it’s important to do is edit the textual content inside one of many packing containers, drag it onto your calendar, and drop it on the day of your alternative.
You may simply transfer issues round by dragging them to a special day. You may as well create your personal colours and assign them to various kinds of content material for those who donโt like the prevailing colours or the classes donโt give you the results you want.
The largest draw back of this template is that you justโll should make copies for every month. The dates additionally donโt line up so that youโll must manually change these each time you make a duplicate.
Template 2: An actual property advertising and marketing plan spreadsheet with a built-in WBS
GanttPRO is a web-based Gantt chart maker. Whereas a devoted Gantt chart answer is probably going overkill, the corporate provides numerous free templates for Excel and Google Sheets โ together with one for actual property advertising and marketing plans.
If you wish to use the template with GanttPRO as a substitute, thereโs no free plan. There’s a 14-day free trial however pricing begins at $7.99 per consumer per 30 days.
This template makes it straightforward to plan advertising and marketing actions over time. This might embody completely different campaigns, methods for various platforms, particular person items of content material, vacation themes, and extra.
Youโll begin with a major goal and break it into smaller classes. From there, you may add particular motion gadgets and dates for each activity. Every activity has its personal precedence, description, assignee, and time log.
Thereโs additionally area to trace estimated prices vs precise spend and the spreadsheet will routinely calculate totals for you.
The template is a generic spreadsheet with none visible parts. If you wish to add a calendar, you may add one as a brand new sheet utilizing a pre constructed calendar or Gantt chart template for Google Sheets or Excel.
How a lot does an actual property advertising and marketing calendar template value?
All the templates on my listing are free. Most of them can solely be used inside a selected piece of software program โ some instruments have a free plan whereas others might require you to improve to a paid plan to get probably the most out of the template.
ClickUp, Airtable, and Trello have one of the best free plans. Relying on how you employ them, you may in all probability stick to a free plan for fairly some time.
If thatโs not sufficient, these instruments vary in value from round $8 per consumer per 30 days to upwards of $20 per consumer per 30 days relying on what you want.
However, I included a number of templates that work with Google Docs and Google Sheets, which you should use free of charge. These are typically easier and extra restricted, however can work nicely for those whoโre on a decent funds.
Whether or not you employ particular software program or a extra basic template, you may all the time customise them to match your wants.
Issues to search for when selecting an actual property advertising and marketing calendar template
At first look, many advertising and marketing calendars look the identical. At a excessive stage, most of them work in an analogous method however include completely different options, pre constructed capabilities, and visualization choices.
Normally, youโll should make a number of modifications to make a template give you the results you want. However selecting the one which will get you closest to what you want is all the time a good suggestion.
Listed below are some issues to remember as you determine on a place to begin:
- Alternate views โ Extra views, like Gantt, Kanban, and listing.
- Process monitoring โ Assign work, monitor due dates, and monitor progress.
- File administration โ Area to add photographs, movies, and different property.
- Platform sort โ Paperwork and spreadsheets vs a venture administration software.
- Advertising channels โ Extra advertising and marketing channels requires extra group.
- Group collaboration โ Capacity to go away feedback, point out different customers, see your whole work throughout initiatives, and work as a staff.
Itโs straightforward to get carried away with superior performance you donโt want. I counsel beginning with the best possibility that works for you proper now.
You may improve to one thing extra superior later.
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