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 to keep organized whereas planning all your 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 arrange 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 ideal choice for actual property businesses of all sizes — your whole staff can use it to plan, observe, and assign advertising and marketing actions.
Whereas monday.com gives a free plan for as much as two customers, it doesn’t embrace 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.
In the event you’re something like me, you’ll admire that monday.com might be a lot greater than only a generic calendar template to plan your advertising and marketing actions. You should use it to run nearly each side of your whole enterprise in the event you’d like, from managing initiatives and listings to shoppers, budgets, digital property, and extra.
Whether or not you might have a staff of realtors working collaboratively or you might have a devoted division for advertising and marketing, you’ll be able to simply assign duties to everybody concerned and observe progress as you go.
It additionally works nicely in the event you handle various kinds of content material throughout totally different platforms. You should use inbuilt shade coding or a customized discipline 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 an alternative.
The largest downside of this template is that you simply possible gained’t have the ability to use it to its full potential free of charge. In the event you desire 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 gives 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’ll be able to onboard your entire staff free of charge.
The free plan additionally consists of 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. It’s simply as nice for managing shoppers, staff, HR actions, listings, and the rest you may want.
Extra on ClickUp: ClickUp Assessment | ClickUp vs Asana | ClickUp vs. Notion.
Among the best 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.
In the event you’d slightly 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 underneath price range alongside the best way.
That is significantly helpful in the event you base advertising and marketing spend on commissions or need to dedicate additional funds to particular listings.
There’s additionally an area to handle duties with out cluttering up your calendar. You’ll have the ability to change between numerous views, together with checklist, Kanban board, desk, and extra.
You too can invite your shoppers to collaborate with you at no additional value in the event 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 to your shoppers who anticipate 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 a whole lot 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 job administration capabilities. It’s a superb place to begin, however it gained’t work for the lengthy long run.
Wrike’s paid plans begin at $10 per thirty days and embrace 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 ideal choice in case you have a devoted advertising and marketing staff working with a number of brokers or shoppers that want a straightforward solution 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 staff adhere to your processes and keep on observe.
Some 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 immediately. They’ll submit a request that features images, particulars, put up 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 comprehend it’s prepared.
Wrike’s total structure allows you to create folders and particular person initiatives, which may work nicely for managing advertising and marketing calendars for various brokers or shoppers.
On prime of that, entrepreneurs can see all of their work throughout initiatives in a single place, so nothing falls via the cracks.
Dearer plans additionally embrace approvals and proofing in the event 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 arms soiled can use Airtable to create a really customized advertising and marketing calendar. You too can transcend that with full techniques to run your whole 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 software 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’ll be able to add one in a number of clicks it doesn’t matter what plan you’re on. Paid plans include further calendar performance, however a fundamental calendar is offered free of charge as nicely.
The one requirement is a minimum of one date discipline in your desk.
This template comes with greater than 30 customized fields that can assist you preserve 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 have the ability to connect images, the neighborhood, worth, days in the marketplace, 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, e-mail, and flyers. You’ll be able to simply add extra in the event you’re doing different kinds of campaigns, too.
If you wish to view it as a calendar, you’ll be able to set a date vary for every marketing campaign and consider all of them on the identical calendar.
Alternatively, you’ll be able to 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 every part 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’ll be able to 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 free of charge.
You’ll must improve to the Premium plan which begins at $10 per consumer per thirty days. That stated, you’ll be able to add due dates, see when duties are overdue, and create checklists for every job on the free plan.
Extra on Trello: Trello Assessment | 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 whilst you add a whole lot of work to the system.
You should use 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 arrange her actual property enterprise.
You should use 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 begin including objects to your board — no must spend hours or days determining the way it works or tweaking each single setting to get issues good.
Actual property advertising and marketing calendar templates for Excel, Google Sheets, Microsoft Phrase, and Google Docs
In the event you’re an agent working by your self, venture administration software program is probably going overkill. Even in the event you’re working with a number of freelancers or solely publishing a number of items of content material every week, a spreadsheet or doc is likely to be greater than sufficient.
Listed below are the perfect choices if you wish to preserve 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 totally 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’ll be able to simply do it on a unique web page or in a unique doc and switch them right here once you’re prepared.
To try this, all you must 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’ll be able to simply transfer issues round by dragging them to a unique day. You too can create your personal colours and assign them to various kinds of content material in the event you don’t like the present colours or the classes don’t be just right for you.
The largest draw back of this template is that you simply’ll need to 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 replica.
Template 2: An actual property advertising and marketing plan spreadsheet with a built-in WBS
GanttPRO is an internet Gantt chart maker. Whereas a devoted Gantt chart answer is probably going overkill, the corporate gives 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 an alternative, there’s no free plan. There’s a 14-day free trial however pricing begins at $7.99 per consumer per thirty days.
This template makes it simple to plan advertising and marketing actions over time. This might embrace totally different campaigns, methods for various platforms, particular person items of content material, vacation themes, and extra.
You’ll begin with a primary goal and break it into smaller classes. From there, you’ll be able to add particular motion objects and dates for each job. Every job has its personal precedence, description, assignee, and time log.
There’s additionally house 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 components. If you wish to add a calendar, you’ll be able to 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?
The entire templates on my checklist 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 perfect free plans. Relying on how you employ them, you’ll be able to 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 consumer per thirty days to upwards of $20 per consumer per thirty 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 less complicated and extra restricted, however can work nicely in the event you’re on a decent price range.
Whether or not you employ particular software program or a extra normal template, you’ll be able to 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 an identical method however include totally different options, pre constructed capabilities, and visualization choices.
Normally, you’ll need to make a number of adjustments 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 checklist.
- Process monitoring — Assign work, observe due dates, and monitor progress.
- File administration — Area to add photos, movies, and different property.
- Platform kind — Paperwork and spreadsheets vs a venture administration software.
- Advertising and marketing channels — Extra advertising and marketing channels requires extra group.
- Workforce collaboration — Skill to go away feedback, point out different customers, see all your work throughout initiatives, and work as a staff.
It’s simple to get carried away with superior performance you don’t want. I recommend beginning with the best choice that works for you proper now.
You’ll be able to improve to one thing extra superior later.