Guides

Templates

Free plans, budgets and checklists built for real estate teams. Each one pairs with a guide that walks through how to use it.

PDF checklist

Brokerage Marketing Audit

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

Get the Brokerage Marketing Audit: form coming soon.
PDF template

90-Day Marketing Plan

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

Get the 90-Day Marketing Plan: form coming soon.
Spreadsheet

Team Marketing Budget

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

Get the Team Marketing Budget: form coming soon.

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