Free template · Spreadsheet
The Team Marketing Budget
Split costs between the team and its agents and see spend per agent and cost per lead.
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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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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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