Build your real estate marketing plan in 9 steps (+ template)

By Housing News

If
you
don’t
have
a
real
estate
marketing
plan,
you’re
likely
missing
opportunities
to
grow
your
business.
It’s
important
to
be
intentional
in
your
real
estate
marketing
strategies
to
give
you
the
best
chance
to
connect
with
your
ideal
clients.
Your
marketing
strategies
should
align
with
your
niche,
personal
brand
and
skills.

Whether
you’re
a
brand-new
agent
or
seasoned
vet
ready
to
level
up
your
career,
a
strong
marketing
plan
will
help
you
generate
leads,
build
brand
recognition
and
close
more
deals
consistently.
This
guide
walks
you
through
a
simple,
actionable
plan—plus
includes
a
free
template
to
help
you
stay
organized
and
put
your
new
strategy
into
motion.

Download
your
free
plan
below
and
read
along
to
get
your
marketing
plan
started:

Why
every
agent
needs
a
strong
marketing
plan

You
don’t
need
to
be
a
marketing
expert
to
become
a
successful
agent

but
you
do
need
a
strategic
marketing
plan.
It’s
important
to
know
who
you’re
targeting
and
why,
what
message
you’re
sending
and
how
to
show
up
consistently
in
your
market.

Whether
you’re
building
a
real
estate
marketing
plan
from
scratch
or
polishing
up
an
outdated
one,
it’s
important
not
to
implement
too
many
new
strategies
at
once.
Let’s
face
it

real
estate
agents
are
not
typically
the
most
patient
people

but
give
your
plan
time
to
work.
If
something’s
not
quite
right,
try
tweaking
one
thing
at
a
time
and
be
consistent
when
applying
it
to
your
marketing
plan.

9
steps
to
build
your
real
estate
marketing
plan

Now
that
you
have
a
good
understanding
of
why
a
marketing
plan
matters,
it’s
time
to
actually
create
it.
These
nine
steps
will
help
you
design
a
real
estate
marketing
strategy
that
aligns
with
your
goals,
plays
to
your
strengths
and
defines
your
brand.

1.
Set
clear
goals
for
your
business

Every
strong
marketing
plan
starts
with
clear
goals—but
finding
time
to
plan
doesn’t
happen
by
accident.
Block
off
a
few
hours
to
focus
without
distractions.
Even
better?
Step
out
of
your
normal
routine.
A
quiet
space,
like
a
coffee
shop
or
rented
office
for
a
day,
can
help
you
think
more
clearly.

Use
that
time
to
identify
one
to
three
specific
goals
your
marketing
should
support—like
getting
more
listings,
growing
your
database
or
increasing
referrals.
Keep
them
measurable
and
realistic.
These
goals
will
shape
every
decision
in
your
marketing
plan
moving
forward.

For
example:

  • Generate
    20
    new
    buyer
    leads
    per
    month
    by
    sending
    marketing
    postcards.
  • Conduct
    door
    knocking
    in
    five
    neighborhoods
    in
    May
    to
    generate
    seller
    leads.
  • Post
    first-time
    homebuyer
    content
    on
    social
    media
    three
    times
    per
    week.

2.
Pinpoint
the
target
audience
for
your
market

You
can’t
market
to
everyone

and
please,
don’t
try.
Effective
marketing
plans
are
built
around
the
specific
type
of
client
you’re
attempting
to
attract.
Do
you
aspire
to
work
with
luxury
properties
or
have
a
love
for
the
new
construction
highrises
that
have
been
popping
up
in
your
city?
Maybe
you
dream
of
helping
first-time
homebuyers
and
military
families
find
their
first
home.
Once
you
narrow
down
who
you
want
to
work
with,
ask
yourself
these
questions:

  • What
    do
    they
    care
    about
    the
    most?
  • What
    are
    their
    most
    likely
    motivations
    to
    move?
  • What
    marketing
    tactics
    are
    most
    likely
    to
    reach
    this
    niche
    audience?
  • Where
    do
    they
    spend
    the
    most
    time
    online?
  • What
    problems
    are
    they
    trying
    to
    solve?

Understanding
their
needs
and
anticipating
why
they
need
to
make
a
move
will
help
you
shape
your
messaging
and
create
content
on
the
right
on
and
offline
platforms.

3.
Equip
yourself
with
the
right
tools

No
matter
which
marketing
strategies
you
choose
to
include
in
your
real
estate
marketing
plan,
there
are
three
crucial
tools
that
you’ll
need.
Your
tools
will
evolve
as
your
business
evolves,
but
these
three
tools
will
get
you
started
off
on
the
right
foot.

Tool
1:
A
scalable
CRM
(Customer
Relationship
Management)

Some
brokerages
may
provide
you
with
a
CRM,
but
if
you
prefer,
you
can
purchase
your
own.
A
good
CRM
should
be
easy
to
navigate
and
provide
you
with
all
the
functional
support
that
you
need.
When
choosing
a
CRM,
look
for
features
like
automatic
lead
capture
and
marketing
automation.
For
example,
drip
campaigns
are
useful
in
helping
you
stay
connected
with
your
clients
without
having
to
manually
follow
up
with
leads

saving
you
valuable
time.

CRM’s
should
be
used
primarily
as
a
way
to
track
your
database
and
communicate
with
them.
If
you’re
in
the
market
for
a
new
CRM,
check
out
Market
Leader.
Their
easy-to-use
platform
is
designed
specifically
with
real
estate
agents
in
mind
with
tools
to
help
you
connect
with
your
leads.
From
automated
marketing
to
lead
generation,
Market
Leader
CRM
offers
a
sleek,
all-in-one
solution
to
help
you
stay
organized
and
nurture
important
relationships.

Tool
2:
Professional
website

Your
website
is
your
digital
home.
It
should
reflect
your
brand
while
providing
users
with
something
of
value.
You
don’t
want
to
slap
a
logo
and
a
contact
form
on
a
website
to
get
leads.
Nobody
is
going
to
fill
out
a
form
and
get
nothing
in
return.

Instead,
create
a
call
to
action
by
featuring
your
listings
or
offering
a
free
market
analysis.
Your
website
should
be
able
to
capture
lead
information
that
can
be
automatically
transferred
into
your
CRM.

Mobile-friendly
branded
websites
(Source:

AgentFire
)

If
you’re
ready
to
let
your
website
work
for
you,
check
out
AgentFire.
AgentFire
offers
brand-focused
designs
for
any
budget.
To
start,
their
Ignite
Package
allows
you
to
choose
from
templated
designs,
but
also
lets
you
add
your
own
personal
touch.
If
you
need
something
a
bit
more
customized,
AgentFire
offers
semi-custom
and
fully
customized
services
to
meet
your
needs.

Tool
3:
Social
media
tools

Remember
when
we
discussed
pinpointing
your
target
audience?
Now
is
the
time
to
think
about
who
you’re
trying
to
reach.
Which
social
media
platforms
are
likely
to
reach
your
target
audience?
If
you’re
trying
to
reach
boomers
in
the
market
for
a
retirement
home,
TikTok
probably
isn’t
the
best
place
to
put
your
marketing
dollars.

Be
strategic
in
deciding
how
you
want
to
market
your
brand
and
where.
I
suggest
picking
one
or
two
platforms
where
you’re
likely
to
find
your
ideal
clients.
Be
sure
to
create
content
that
provides
value
and
post
it
consistently.

If
you’re
short
on
time,
or
design
skills,
take
a
look
at
Coffee
&
Contracts.
Their
team
of
marketing
professionals
have
done
the
heavy
lifting
for
you.
They
curated
a
suite
of
social
media
marketing
for
almost
every
social
media
platform.
They
even
provide
you
with
a
schedule
to
follow
to
get
the
most
out
of
your
social
media
marketing.
With
Coffee
&
Contracts,
all
you
need
to
do
is
choose
your
design,
add
your
info
and
post
away!

4.
Balance
your
brand
with
your
marketing
strategies

Your
brand
is
the
first
impression
people
get
every
time
they
interact
with
you

online
and
in-person.
It’s
important
that
your
brand
reflects
your
unique
personality
and
conveys
the
experience
clients
can
expect
when
they
work
with
you.
As
you
map
out
your
marketing
strategy,
be
sure
to
choose
methods
that
play
to
your
strengths
and
feel
natural
to
you.
If
you
enjoy
networking
more
than
cold
calling,
create
your
marketing
plan
around
networking
events.
If
you
love
writing,
start
a
blog.

One
common
mistake
agents
make
is
finding
a
strategy
that
works
well
for
someone
else
and
deciding
to
give
it
a
try.
After
a
few
months,
they’re
discouraged
and
frustrated.
They
ask
themselves,
“Why
did
this
work
for
them
but
not
for
me?”
I’ll
tell
you

it’s
because
that
particular
strategy
doesn’t
align
with
who
you
are
nor
will
it
play
to
your
strengths.
When
your
marketing
plays
to
your
strengths
and
aligns
with
your
own
skillset

it’ll
feel
easier,
more
authentic
and
you’ll
get
better
results.

5.
Nail
down
a
core
message
that
resonates
with
your
ideal
clients

In
this
step,
you’ll
want
to
consider
what
differentiates
you
from
other
agents
in
your
area.
Identifying
your
unique
value
proposition
(UVP)
is
a
common
marketing
practice
you
should
apply
to
your
personal
brand
to
fuel
the
growth
of
your
business.
Your
UVP
is
a
clear
statement
of
what
sets
you
apart
from
other
agents
and
the
reason
why
your
ideal
clients
should
choose
you.
It
should
focus
on
the
value
that
you
can
offer,
who
you
plan
to
serve
and
how
you
are
uniquely
qualified
to
solve
their
housing
needs
better
than
anyone
else.

Discover
yours
by
asking
yourself:

  • What
    pain
    points
    do
    my
    target
    clients
    typically
    face?
  • How
    am
    I
    uniquely
    equipped
    to
    solve
    them?
  • What
    benefits
    and
    services
    do
    I
    offer
    that
    other
    agents
    don’t?

Think
of
this
step
as
a
messaging
exercise
to
develop
your
elevator
pitch.
If
every
agent
helps
people
buy
and
sell
homes,
what
makes
your
approach
stand
out?
What
would
you
say
if
we
met
at
a
real
estate
conference?

Saying
“I
work
with
buyers
and
sellers
in
the
Boston
area”
won’t
cut
it.
But
if
you
said,

“I
help
retired
seniors
who
are
ready
to
downsize.
I
manage
the
entire
process
so
they
can
move
closer
to
family
and
spend
more
time
with
their
grandkids.
I
specialize
in
Newton
and
the
greater
Boston
area.”

Now
that’s
memorable,
meaningful
and
shows
your
UVP.

6.
Choose
the
marketing
channels
that
fit
your
business

Now
that
you
know
who
you’re
talking
to
and
what
you
want
to
say,
it’s
time
to
decide
where
you’ll
say
it.
Your
real
estate
marketing
plan
should
be
intentional
and
strategic.
The
key
is
to
choose
the
right
platforms
where
your
ideal
clients
spend
their
time
and
a
place
where
you
can
show
up
for
them
consistently.
If
it’s
not
aligned
with
your
niche,
don’t
waste
your
time,
energy
and
money
on
it.

Here
are
some
things
to
consider
about
your
niche.


  • Social
    media
    channels:

    Research
    where
    certain
    demographics
    spend
    their
    time
    online
    (there
    are
    tons
    of
    studies!).
    The
    client
    who
    is
    on
    TikTok
    all
    day
    is
    likely
    not
    the
    same
    client
    who’s
    on
    Facebook
    or
    LinkedIn.

  • Where
    they
    spend
    their
    time:

    Golf
    courses,
    local
    parents’
    groups,
    church
    etc.

  • Hobbies
    and
    interests:

    Hiking
    groups,
    gardening,
    book
    clubs
    etc.

  • Life
    stage:

    Are
    they
    young
    families
    with
    school-age
    children
    who
    are
    part
    of
    the
    local
    parents’
    group?
    Are
    they
    active
    seniors
    who
    spend
    time
    at
    the
    senior
    center?

You
don’t
need
to
use
every
marketing
channel
available
to
reach
your
ideal
clients.
Start
with
two
or
three
that
you’re
comfortable
using
and
will
connect
you
to
your
target
audience.
Focus
on
being
consistent
and
providing
value
before
adding
additional
channels.

Here
are
some
marketing
channels
to
consider:


  • Social
    media:

    Instagram,
    Facebook,
    YouTube
    and
    TikTok

  • Email
    marketing:

    Newsletters,
    market
    updates
    and
    listing
    alerts

  • Direct
    mail:

    Postcards,
    farming
    campaigns
    and
    newsletters

  • Local
    events
    and
    networking:

    Community
    sponsorships
    and
    meetups

  • Blogging:

    Great
    if
    you
    love
    writing
    and
    connecting
    with
    an
    audience

  • Paid
    advertising:

    Meta
    ads,
    Google
    pay-per-click
    (PPC),
    Zillow
    Premier
    Agent
    or
    other
    paid
    lead
    platforms

7.
Create
a
realistic
marketing
budget

Marketing
doesn’t
need
to
be
expensive
to
be
effective,
but
you
will
need
a
budget.
Costs
can
start
to
rack
up
quickly,
so
it’s
important
to
spend
with
intention
and
track
your
return
on
investment
(ROI).
Start
by
asking
yourself
how
much
you
can
afford
to
invest
each
month.
Don’t
forget
to
evaluate
what’s
already
working
and
stick
with
it.

Your
budget
should
include
things
like:

  • CRM
    or
    email
    platform
    subscriptions
  • Paid
    ads
    (Google,
    Facebook,
    Instagram)
  • Direct
    mail
    or
    farming
    materials
  • Photography
    or
    video
    editing
  • Social
    media
    schedulers
    or
    graphic
    design
    tools
  • Networking
    events

Whatever
methods
you
choose,
be
sure
to
factor
in
the
time
and
energy
you
will
put
into
your
marketing
efforts.
These
valuable
resources
should
be
tracked
and
measured
to
help
you
get
the
results
you
desire.
Many
agents
don’t
think
about
the
importance
of
energy
management.
In
my
experience,
managing
energy
is
critical
to
avoiding
burnout,
staying
healthy
(physically
and
mentally)
and
enjoying
your
day-to-day
life.

8.
Plan
your
content
ahead
of
time

Staying
consistent
is
what
will
set
you
apart
from
other
agents.
I
suggest
creating
a
content
calendar
to
help
you
plan
exactly
what
content
you
want
to
publish
and
when.
You
don’t
need
to
plan
too
far
out
into
the
future,
but
I
do
suggest
planning
out
your
next
90
days.
Sit
down
once
a
quarter
with
a
cup
of
coffee
and
get
your
creative
juices
flowing.

Choose
a
few
content
themes
and
decide
how
often
you’ll
deliver
them
to
your
target
audience.
Here
are
a
few
ideas
to
get
you
started.

  • Just
    listed/sold
  • Market
    updates
  • Client
    testimonials
  • Home
    tips
    and
    advice
  • Local
    events
  • Seasonal
    content
  • Virtual
    tours

Planning
your
content
ahead
of
time
will
not
only
save
you
time
in
the
long
run,
but
it
will
make
marketing
feel
a
lot
less
stressful.

9.
Track
your
results
and
make
smart
adjustments

Now
that
you
have
set
your
real
estate
marketing
plan
into
motion,
it’s
time
to
track
your
results.
Take
time
each
month
to
evaluate
what’s
working

and
what’s
not.
Even
the
best
marketing
plan
will
need
a
few
tweaks
along
the
way.
The
real
estate
market
constantly
evolves,
and
so
should
your
marketing
plan
and
your
message.

You
don’t
need
to
completely
overhaul
your
marketing
plan
every
time
something
doesn’t
work
quite
right.
Be
sure
to
only
make
one
small
change
at
a
time
so
that
you’re
able
to
test
how
that
change
impacts
your
results.
Your
real
estate
marketing
plan
is
a
long
term
strategy.
Be
consistent
and
you’ll
learn
exactly
where
to
focus
your
time
and
energy.

Real
estate
marketing
plan:
FAQs

What
are
the
4
P’s
of
marketing
in
real
estate?

The
4
P’s
of
marketing
apply
to
all
industries,
not
just
real
estate. 


  1. Product:

    The
    service
    you
    offer
    as
    an
    agent

  2. Price:

    Competitively
    pricing
    a
    home
    you
    have
    listed
    or
    the
    value
    of
    your
    services

  3. Place:

    Where
    and
    how
    the
    home
    is
    marketed
    (MLS,
    online
    platforms,
    open
    houses)

  4. Promotion:

    Includes
    all
    your
    marketing
    efforts—flyers,
    social
    media,
    email
    campaigns,
    and
    more

By
balancing
all
four
elements,
you’ll
attract
the
right
attention
that
will
convert
interest
into
offers.

What
is
the
best
marketing
strategy
for
real
estate
agents?

There
is
no
one-size-fits-all
real
estate
marketing
strategy.
The
best
real
estate
marketing
plan
aligns
with
your
brand,
skills,
and
personality.
To
be
successful,
you’ll
need
to
have
a
clear
brand,
a
strong
online
presence,
and
consistent
communication
with
your
target
audience.

What
is
a
SWOT
analysis
for
real
estate
marketing?

A
SWOT
analysis
refers
to
the
framework
that
helps
you
evaluate
your
marketing
plan.
It
focuses
on
four
core
areas

strengths,
weaknesses,
opportunities,
and
threats.
A
SWOT
analysis
will
help
you
refine
your
strategy
and
focus
on
what
is
making
the
biggest
impact.

Real
estate
marketing
plan:
The
full
picture

A
great
marketing
plan
doesn’t
just
bring
in
clients

it
supports
the
life
you’re
working
toward.
When
your
strategy
reflects
your
strengths,
personality
and
niche,
it
becomes
something
that
is
actually
sustainable.
Sure,
there
will
be
tough
days
(hello,
irate
expired
listings),
but
staying
connected
to
your
why

your
deeper
motivation

will
keep
you
motivated.
Whether
it’s
more
freedom,
flexibility
or
financial
security,
keep
that
vision
front
and
center.
A
simple
vision
board
or
daily
reminder
of
your
goals
can
help
turn
those
tough
days
into
meaningful
progress.

If
you
need
a
little
help
getting
organized,
don’t
forget
to
download
the

free
real
estate
marketing
plan
template

to
keep
your
goals
and
content
in
one
place.

About
Ashley
Harwood

Ashley
Harwood
began
her
real
estate
career
in
2013
and
built
a
six-figure
business
as
a
solo
agent
before
launching


Move
Over
Extroverts

in
2018.
She
developed
training
materials,
classes,
and
coaching
programs
for
her
fellow
introverts.
Beginning
in
2020,
Ashley
served
as
Director
of
Agent
Growth
for
three
Keller
Williams
offices
in
the
Boston
metro
area.
She’s
now
the
Lead
Listing
agent
for
the
Fleet
Homes
team
in
Massachusetts
and
a
regular
contributor
to
Vetted
by
HousingWire.
She
created
The
Quiet
Success
curriculum
and
has
taught
thousands
of
real
estate
agents
nationwide.
She
has
also
been
a
guest
speaker
at
top
industry
events
and
has
been
named
a
leading
real
estate
coach
by
prominent
industry
publications.

Real
estate
advice
+
top
tech,
lead
gen
&
marketing
tools

delivered
to
your
inbox.


Get
expert
advice,
independent
reviews
and
product
recommendations
from
our
editorial
team
of
experienced
real
estate
agents,
brokers
and
coaches.

 

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