Whether or not you’re showcasing a brand new itemizing, selling your companies, or sharing particulars of an open home, actual property advertising and marketing calendar templates could make your life a lot simpler. These instruments aid you 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 mission administration platform that’s extremely collaborative and constructed to scale. It’s an important possibility for actual property companies of all sizes — your total workforce can use it to plan, observe, and assign advertising and marketing actions.
Whereas monday.com affords a free plan for as much as two customers, it doesn’t embody a calendar view so that you’ll must improve to a paid plan if that’s one thing you want.
Extra on monday.com: monday.com Assessment | monday.com vs Jira | monday.com vs. Notion.
For those who’re something like me, you’ll recognize that monday.com might 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 total enterprise when you’d like, from managing initiatives and listings to purchasers, budgets, digital belongings, and extra.
Whether or not you’ve a workforce of realtors working collaboratively or you’ve a devoted division for advertising and marketing, you may simply assign duties to everybody concerned and observe progress as you go.
It additionally works nicely when you handle several types of content material throughout completely different platforms. You should utilize in-built coloration coding or a customized subject to designate no matter you want.
Bigger companies might arrange one calendar for shared obligations whereas giving every agent their very own calendar to handle particular person advertising and marketing wants.
Smaller groups, however, can most likely get away with one calendar as an alternative.
The largest downside of this template is that you just seemingly received’t be capable of use it to its full potential without spending a dime. For those who favor 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 affords a wonderful 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 complete workforce without spending a dime.
The free plan additionally contains Kanban view, workforce chat, collaborative docs, and extra.
And like most mission administration options, you should use it for lots extra than simply advertising and marketing if you wish to. It’s simply as nice for managing purchasers, staff, HR actions, listings, and the rest you would possibly want.
Extra on ClickUp: ClickUp Assessment | ClickUp vs Asana | ClickUp vs. Notion.
Top-of-the-line components of this template is the power to plan and observe your advertising and marketing funds. You’ll be able to set a funds for every marketing campaign or piece of content material if you wish to get actually granular.
For those who’d slightly give attention to promoting properties, you’re seemingly 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 beneath funds alongside the best way.
That is notably helpful when you base advertising and marketing spend on commissions or need to dedicate further funds to particular listings.
There’s additionally an area to handle duties with out cluttering up your calendar. You’ll be capable of swap between varied views, together with record, Kanban board, desk, and extra.
You may also invite your purchasers to collaborate with you at no further price when you’d like them to weigh in in your advertising and marketing plans.
They’ll must create a ClickUp account to do that, however it’s a pleasant choice to have in your purchasers who anticipate you to go the additional mile.
Wrike: A template for actual property advertising and marketing groups
Wrike is a conventional mission administration resolution that comes with loads of highly effective options for workflow administration and automation. Though it might work nicely for brokers, it’s a greater match for full advertising and marketing groups who’ve (or need) well-defined processes.
There’s a free plan with limitless customers, as much as 2 GB of storage, and primary activity administration capabilities. It’s a great place to start out, however it received’t work for the lengthy long run.
Wrike’s paid plans begin at $10 monthly 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 normal advertising and marketing calendar designed for advertising and marketing groups managing quite a few campaigns at a time. It’s an important possibility if in case you have a devoted advertising and marketing workforce working with a number of brokers or purchasers that want a straightforward solution to keep organized.
Though it’s not particularly for actual property, it’s straightforward to customise to match your wants. As soon as it’s arrange, it’ll assist your workforce adhere to your processes and keep on observe.
Probably the most useful options is a pre constructed advertising and marketing request type. Say an agent secures a brand new itemizing and needs to start out advertising and marketing it straight away. They will submit a request that features pictures, particulars, put up concepts, the goal market, and extra.
From there, your advertising and marketing workforce can provide you with concepts, create all of the content material required, publish it, and let the requestor comprehend it’s prepared.
Wrike’s general structure enables you to create folders and particular person initiatives, which might work nicely for managing advertising and marketing calendars for various brokers or purchasers.
On prime of that, entrepreneurs can see all of their work throughout initiatives in a single place, so nothing falls via the cracks.
Costlier plans additionally embody approvals and proofing when you 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 the very best components of spreadsheets, automations, and analytics. It’s free for people and small groups of as much as 5 customers.
Tech-savvy actual property brokers who don’t thoughts getting their palms soiled can use Airtable to create a very customized advertising and marketing calendar. You may also transcend that with full programs to run your total firm if you want.
I’ve used it to handle content material, operations, reporting, finance, affiliate monitoring, and extra for half a decade. It’s a scalable, versatile, and extremely versatile instrument to have in your tech stack.
Extra on Airtable: Airtable Assessment | Airtable vs Asana | Airtable vs Trello.
Technically, this template doesn’t include a calendar. However you may add one in a number of clicks it doesn’t matter what plan you’re on. Paid plans include further calendar performance, however a primary calendar is obtainable without spending a dime as nicely.
The one requirement is no less than one date subject in your desk.
This template comes with greater than 30 customized fields that can assist you maintain observe of itemizing and shopper information. It provides you a centralized place to see all the data you’ll want about every property to create advertising and marketing content material.
You’ll be capable of connect pictures, the neighborhood, worth, days in the marketplace, sq. footage, beds and baths, heating, cooling, faculty districts, and extra.
There are additionally fields for several types of advertising and marketing campaigns, together with Fb, e-mail, and flyers. You’ll be able to simply add extra when you’re doing different kinds of campaigns, too.
If you wish to view it as a calendar, you may set a date vary for every marketing campaign and think about 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, observe 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 solution to observe 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.
It’s free for as much as ten customers and ten boards per workspace. Sadly, the calendar view isn’t out there without spending a dime.
You’ll must improve to the Premium plan which begins at $10 per person monthly. 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 would like the best and best software program to make use of, Trello is the best way to go. It’s extremely easy, but efficient whilst you add loads of work to the system.
You should utilize it to brainstorm advertising and marketing campaigns and items of content material, resolve which to maneuver ahead with, and observe 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 objects if you wish to get extra granular.
The very best half about this template although? It was created by a realtor. It’s 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 only a few minutes, you’ll be prepared to start out including objects to your board — 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
For those who’re an agent working by your self, mission administration software program is probably going overkill. Even when you’re working with a number of freelancers or solely publishing a number of items of content material per week, a spreadsheet or doc is likely to be greater than sufficient.
Listed below are the very best choices if you wish to maintain it easy and use instruments you have already got.
Template 1: A primary 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’ll be able to 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 several types of advertising and marketing content material.
Though this template doesn’t have an area to brainstorm concepts, you may simply do it on a distinct web page or in a distinct doc and switch them right here while you’re prepared.
To try this, all it’s a must to do is edit the textual content inside one of many bins, drag it onto your calendar, and drop it on the day of your alternative.
You’ll be able to simply transfer issues round by dragging them to a distinct day. You may also create your individual colours and assign them to several types of content material when you don’t like the prevailing colours or the classes don’t be just right for you.
The largest draw back of this template is that you just’ll must make copies for every month. The dates additionally don’t line up so that you’ll 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 resolution is probably going overkill, the corporate affords varied free templates for Excel and Google Sheets — together with one for actual property advertising and marketing plans.
If you wish to use the template with GanttPRO as an alternative, there’s no free plan. There’s a 14-day free trial however pricing begins at $7.99 per person monthly.
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.
You’ll begin with a most important goal and break it into smaller classes. From there, you may add particular motion objects and dates for each activity. Every activity has its personal precedence, description, assignee, and time log.
There’s 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 price?
All the templates on my record are free. Most of them can solely be used inside a particular piece of software program — some instruments have a free plan whereas others might require you to improve to a paid plan to get essentially the most out of the template.
ClickUp, Airtable, and Trello have the very best free plans. Relying on how you employ them, you may most likely keep on with a free plan for fairly some time.
If that’s not sufficient, these instruments vary in worth from round $8 per person monthly to upwards of $20 per person monthly relying on what you want.
Then again, I included a number of templates that work with Google Docs and Google Sheets, which you should use without spending a dime. These are typically less complicated and extra restricted, however can work nicely when you’re on a good funds.
Whether or not you employ particular software program or a extra normal 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 degree, most of them work in the same method however include completely different options, pre constructed capabilities, and visualization choices.
Generally, you’ll must make a number of modifications to make a template be just right for you. 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 bear in mind as you resolve on a place to begin:
- Alternate views — Extra views, like Gantt, Kanban, and record.
- Job monitoring — Assign work, observe due dates, and monitor progress.
- File administration — House to add photos, movies, and different belongings.
- Platform kind — Paperwork and spreadsheets vs a mission administration instrument.
- Advertising and marketing channels — Extra advertising and marketing channels requires extra group.
- Crew collaboration — Skill to depart feedback, point out different customers, see your whole work throughout initiatives, and work as a workforce.
It’s straightforward to get carried away with superior performance you don’t want. I recommend beginning with the best possibility that works for you proper now.
You’ll be able to improve to one thing extra superior later.
