Step 1
Work back from your number
Start with the closings you want this year, not with channels. Then use your own numbers from last year to work back to a week. For example, 24 closings is 2 a month. If one in eight serious conversations turned into a closing last year, that's 16 conversations a month, or about 4 a week. Four conversations a week is the target your marketing has to feed.
You do
- Setting the goal, and finding last year's numbers
Hand off
- Pulling last year's closings and lead sources into one list
Step 2
Pick your farm and your sphere, and keep them in one place
Choose one area or one kind of home you want to be known for, such as a neighborhood, a set of condo buildings, or homes for first-time buyers. Then list your sphere: past clients, friends, and everyone who has sent you a referral. Keep every one of them in one CRM, with where they came from, so the plan can tell you later what worked.
You do
- Choosing the farm, and the calls with your sphere
Hand off
- Adding each new contact to your CRM with the lead source, tags, and your notes
Step 3
Run three channels on a rhythm
Pick three channels and give each one a day. One for your sphere, such as a monthly email and a few calls a week. One for social media, such as three posts a week from your listings and your market. One local, such as an open house each weekend or a monthly event in your farm. A channel with no day on the calendar isn't in the plan.
You do
- The calls, the open houses, and what you say on camera
Hand off
- Drafting the monthly email to your sphere
- The flyers, ads, and reels for the week
Step 4
Write the listing plan you'll show every seller
Sellers ask what your marketing plan is for their home. Answer with the same plan every time: the launch date, a post and a flyer at each moment from coming soon to just sold, the open houses, and a written update on a fixed schedule. One plan you run every time is easier to keep than a new promise at every appointment.
You do
- The launch dates, and the promise you make the seller
Hand off
- A flyer and an ad at each listing moment
- A progress report draft before each update date
Step 5
Check the numbers every month
Once a month, count four things: conversations, appointments, new clients, and closings, and where each one came from. Keep the channels that bring conversations. Give a new channel 90 days, then cut it if it brought none. Change one thing at a time, so you know what made the difference.
You do
- Deciding what to keep and what to cut
Hand off
- Counting the month's leads by source from your CRM
Set it up once
Send Reddy this message once, in your own words. Reddy saves it as a playbook and follows it each time that work comes up. You can read and change it in the Workspace.
When I send you a call note about a new buyer or seller, add them to Follow Up Boss with where the lead came from and tags, save my note on the contact, and open a deal when there's a property. When one of my listings reaches a new moment, make the flyer and the ad for it with a caption I can post.
Where Reddy fits
Reddy keeps the plan's records current: tell it about a call, and it adds the person to Follow Up Boss with the lead source and tags, and saves your note. Connect the comment-to-DM tool you already use, and each lead from social media lands in your pipeline.
It makes the week's material: a flyer and a feed-and-story ad with a caption for each listing moment, and vertical reels from your own videos and photos. It writes your sphere email as a draft in your own mailbox, and you send it. The goal, the farm, and every conversation stay with you.
Questions agents ask
What should be in a real estate marketing plan?
Your goal for the year worked back to conversations a week, the farm and the sphere you're marketing to, three channels with a day for each, the listing plan you show sellers, and a monthly check of where your clients came from. If it doesn't fit on one page, it won't get used.
What is a real estate marketing plan for sellers?
It's the plan for one listing: the launch date, what goes out at each moment from coming soon to just sold, the open houses, and how often the seller hears from you. Show the same plan at every listing appointment, and keep it.
How much should a real estate agent spend on marketing?
Set the budget from your goal, not from a percentage someone else uses. Price each channel for a month, give a new one 90 days, and keep paying only for the ones that bring conversations.
What are the best real estate marketing strategies?
Your sphere, a farm you're known in, short video from your listings, and open houses are the usual core. The best one is the one you run every week, so pick three and give each a day.
Can AI help with my real estate marketing plan?
The goal and the choices are yours. Reddy does the recurring work behind the plan: it keeps your CRM current from your calls, makes flyers, ads, and reels for your listings, and drafts your sphere emails for you to send.