4 min read
Run a 30-day marketing plan for a new listing
Auto-schedule the full marketing rollout for a listing — photos, social, video, email blast, just-listed postcards.
When a new listing goes live, you want a coordinated 30-day push, not five disconnected to-dos. The Marketing Plan template assembles the full rollout — pro photos, just-listed social posts, agent-to-agent email blast, postcard mailer, open house, broker tour — in one click, with each item scheduled and assigned.
Step by step
Open Communicate → Marketing Plans → New plan.
Pick the listing. The Just Listed (30-day) template auto-populates with every standard task on a recommended timeline.
Review each item and customize: change the dates, swap the social copy variants, edit the postcard front, or remove items that don't apply.
Approve the plan. Each task lands on your calendar with the right lead time — photo shoot the day after launch, social blast 24h later, postcards 5 days in.
Track progress on the Plan dashboard. Items auto-complete as the underlying action fires (social post published, email sent, postcard rendered to print).
Related
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