Whether or not you’re 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 assist you keep organized whereas planning your entire 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 that’s extremely collaborative and constructed to scale. It’s an incredible choice for actual property businesses 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 have to improve to a paid plan if that’s one thing you want.
Extra on monday.com: monday.com Overview | monday.com vs Jira | monday.com vs. Notion.
If you happen to’re something like me, you’ll admire that monday.com will 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 tasks and listings to purchasers, budgets, digital property, and extra.
Whether or not you’ve got a workforce of realtors working collaboratively or you’ve got a devoted division for advertising and marketing, you possibly can simply assign duties to everybody concerned and observe progress as you go.
It additionally works nicely when you handle various kinds 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 businesses might arrange one calendar for shared duties 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 gained’t be capable to use it to its full potential totally free. If you happen to want saving cash, there are many free platforms that offer you a calendar view without charge.
ClickUp: A free planning and budgeting actual property advertising and marketing template
ClickUp affords a wonderful free plan for solo customers and small groups. In contrast to monday.com, ClickUp features a calendar view in its free plan and limitless free customers so you possibly can onboard your complete workforce totally free.
The free plan additionally contains Kanban view, workforce 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. It’s simply as nice for managing purchasers, staff, HR actions, listings, and the rest you may want.
Extra on ClickUp: ClickUp Overview | ClickUp vs Asana | ClickUp vs. Notion.
Probably the greatest components of this template is the flexibility to plan and observe your advertising and marketing price range. You’ll be able to set a price range for every marketing campaign or piece of content material if you wish to get actually granular.
If you happen to’d moderately concentrate on promoting properties, you’re possible working with (or will quickly work with) photographers, videographers, and perhaps even writers to provide your content material. This template makes it simple to trace these bills and make sure you keep beneath price range alongside the best way.
That is notably helpful when you base advertising and marketing spend on commissions or wish 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 to change between numerous views, together with checklist, Kanban board, desk, and extra.
You can even 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 have to create a ClickUp account to do that, but it surely’s a pleasant choice to have to your purchasers who count on you to go the additional mile.
Wrike: A template for actual property advertising and marketing groups
Wrike is a standard venture administration resolution that comes with plenty of highly effective options for workflow administration and automation. Though it may 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 fundamental process administration capabilities. It’s a very good place to begin, but it surely gained’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 Overview | 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. It’s an incredible choice in case you have a devoted advertising and marketing workforce working with a number of brokers or purchasers that want a simple method to keep organized.
Though it’s not particularly for actual property, it’s simple 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.
Some of the useful options is a pre constructed advertising and marketing request kind. Say an agent secures a brand new itemizing and desires to begin advertising and marketing it immediately. They will submit a request that features images, particulars, put up concepts, the goal market, and extra.
From there, your advertising and marketing workforce can give you concepts, create all of the content material required, publish it, and let the requestor understand it’s prepared.
Wrike’s general structure allows you to create folders and particular person tasks, which might work nicely for managing advertising and marketing calendars for various brokers or purchasers.
On high of that, entrepreneurs can see all of their work throughout tasks in a single place, so nothing falls by way of 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 perfect 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 can even transcend that with full methods 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 device to have in your tech stack.
Extra on Airtable: Airtable Overview | Airtable vs Asana | Airtable vs Trello.
Technically, this template doesn’t include a calendar. However you possibly can add one in a number of clicks it doesn’t matter what plan you’re on. Paid plans include extra calendar performance, however a fundamental calendar is offered totally free as nicely.
The one requirement is at the least one date subject in your desk.
This template comes with greater than 30 customized fields that can assist you hold 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 to connect images, the neighborhood, worth, days in the marketplace, sq. footage, beds and baths, heating, cooling, faculty districts, and extra.
There are additionally fields for various kinds of advertising and marketing campaigns, together with Fb, electronic mail, and flyers. You’ll be able to simply add extra when you’re doing different varieties of campaigns, too.
If you wish to view it as a calendar, you possibly can set a date vary for every marketing campaign and think about all of them on the identical calendar.
Alternatively, you possibly can add a brand new desk for campaigns or particular items of content material if you wish to get extra granular, assign work to different individuals, observe publishing dates, and tie every part again to particular properties.
Trello: A easy actual property advertising and marketing Kanban board
Trello is a beginner-friendly method to observe and handle duties. I used it for years to handle content material manufacturing at scale. Regardless of its simplicity, you possibly can 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 obtainable totally free.
You’ll have to improve to the Premium plan which begins at $10 per person monthly. That stated, you possibly can add due dates, see when duties are overdue, and create checklists for every process on the free plan.
Extra on Trello: Trello Overview | Trello vs Airtable | Trello vs Pipedrive.
In order for you the best and best software program to make use of, Trello is the best way to go. It’s extremely easy, but efficient at the same time as you add plenty 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 gadgets if you wish to get extra granular.
One of the 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 just some minutes, you’ll be prepared to begin including gadgets to your board — no have to 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
If you happen to’re an agent working by your self, venture 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 every week, a spreadsheet or doc may be greater than sufficient.
Listed here are the perfect 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’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 various kinds of advertising and marketing content material.
Though this template doesn’t have an area to brainstorm concepts, you possibly can simply do it on a unique web page or in a unique doc and switch them right here while you’re prepared.
To do this, all you need 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 selection.
You’ll be able to simply transfer issues round by dragging them to a unique day. You can even create your personal colours and assign them to various kinds of content material when you don’t like the present colours or the classes don’t give you the results you want.
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 have to manually change these each time you make a replica.
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 numerous 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 a substitute, 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 simple 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 major goal and break it into smaller classes. From there, you possibly can add particular motion gadgets and dates for each process. Every process has its personal precedence, description, assignee, and time log.
There’s additionally house to trace estimated prices vs precise spend and the spreadsheet will robotically calculate totals for you.
The template is a generic spreadsheet with none visible parts. If you wish to add a calendar, you possibly can 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 checklist are free. Most of them can solely be used inside a selected piece of software program — 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 the perfect free plans. Relying on how you employ them, you possibly can in all probability 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.
However, I included a number of templates that work with Google Docs and Google Sheets, which you should use totally free. These are usually less complicated and extra restricted, however can work nicely when you’re on a good price range.
Whether or not you employ particular software program or a extra basic template, you possibly can 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, you’ll must make a number of adjustments 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 here are some issues to remember as you resolve on a place to begin:
- Alternate views — Further views, like Gantt, Kanban, and checklist.
- Activity monitoring — Assign work, observe due dates, and monitor progress.
- File administration — House to add pictures, movies, and different property.
- Platform sort — Paperwork and spreadsheets vs a venture administration device.
- Advertising channels — Extra advertising and marketing channels requires extra group.
- Staff collaboration — Means to depart feedback, point out different customers, see your entire work throughout tasks, and work as a workforce.
It’s simple to get carried away with superior performance you don’t want. I counsel beginning with the best choice that works for you proper now.
You’ll be able to improve to one thing extra superior later.