A real estate marketing plan for agents, brokers, and small teams running listing promotion, buyer lead generation, and farm-area campaigns. Drafts listing descriptions and social posts with an AI agent in Taskade.
What's Included
- Listing Promotion Pipeline: New listing → photography → MLS → social → email → showings on a Board view
- Buyer Lead Generation: Inbound from website, social, ads — qualified and routed to the right buyer agent
- Listing Description Agent: AI agent drafts MLS descriptions, social captions, and email copy from listing details + photos
- Sphere-of-Influence Tracker: Past clients and personal contacts with annual cadence reminders
- Farm Area Campaign: Geographic farming campaigns — direct mail, hyperlocal social, neighborhood events
Why This Template Wins
- Listings hit market faster: The Listing Description Agent drafts MLS-ready descriptions in 5 minutes — agent reviews, edits 20%, posts. Most agents take 30-45 minutes per listing description
- Sphere-of-influence stays warm: Past clients are 60-70% of repeat business for most agents, but few agents stay in touch systematically. Annual cadence reminders ensure SOI doesn't go cold
- Farm areas show ROI: Farm campaigns typically take 2-3 years to show results. The dashboard tracks farm-area listing capture rate over time so the agent sees progress and stays committed
How to Use
- Clone this template into your Taskade workspace
- Customize farm areas and sphere-of-influence segments
- Connect MLS feeds, social platforms, and email/CRM tools
- Train the Listing Description Agent on your top-performing past listings and brand voice
- Set up automation triggers for SOI cadence and farm-area campaign sequencing
FAQ
Does this work for commercial real estate agents?
Yes. Adjust listing pipeline for commercial cycles (LOI, due diligence, PSA, close). The Listing Description Agent adapts to commercial property language and metrics (NOI, cap rate, square footage).
Can this connect to Follow Up Boss or Chime CRM?
Yes. Connect via API integration for two-way contact and lead sync. Most agents keep their CRM and use Taskade for marketing-plan execution.
What plan supports a 10-agent team?
Pro ($16/mo annual) supports unlimited agents. Business ($40/mo) adds advanced reporting on lead-source ROI — recommended for teams running structured lead source optimization.
CTA
Try this template free in Taskade. For MLS setup, see /learn/automation/automations-execution. To generate a custom real estate plan, try the AI Marketing Plan Generator. Browse more real estate apps in the Community Gallery.