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The Brokerage Marketing Audit

Thirty yes-or-no questions across brand, leads, recruiting and compliance, with a score that tells you where to start.

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90-Day Marketing Plan

Goals, owners and deadlines for your first quarter of marketing, laid out week by week.

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Spreadsheet

Team Marketing Budget

Split costs between the team and its agents and see spend per agent and cost per lead.

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Annual Marketing Calendar

A year of marketing planned around how the market moves: seller campaigns before spring, listings in April and May, closings in June.

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Brokerage Social Media Policy

A fill-in-the-blank policy covering account ownership, required disclosures, fair housing, reviews, AI and what agents can post, with a sign-off page.

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