Real Estate Marketing Plan Instructions

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This form contains 359 fields organized into 124 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Agent Sales Forecast
Agent Sales - Year 1 Forecast Number
Enter the projected agent sales for Year 1.
Agent Sales - Year 2 Forecast Number
Enter the projected agent sales for Year 2.
Agent Sales - Year 3 Forecast Number
Enter the projected agent sales for Year 3.
Broadcast Advertising Lead Generation
Broadcast Leads Per Year Number
Enter the number of leads generated per year for broadcast advertising.
Broadcast Average Close Rate Number
Enter the average close rate for broadcast advertising leads.
Broadcast Average Selling Price Number
Enter the average selling price for products or services obtained through broadcast advertising.
Broadcast Average Commission Number
Enter the average commission rate for sales generated via broadcast advertising.
Broadcast Advertising Return Number
Enter the total return generated from broadcast advertising efforts. Fill only if 'Broadcast Leads Per Year', 'Broadcast Average Close Rate', 'Broadcast Average Selling Price', 'Broadcast Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Broadcast Leads Per Year, Broadcast Average Close Rate, Broadcast Average Selling Price, Broadcast Average Commission
Brochures
Brochures Key Features Text
Provide the key features of your brochures.
Brochures Notes Text
Add any relevant notes or details about your brochures.
Brochures Budget Number
Enter the estimated budget for your brochures.
Broker Sales Forecast
Broker sales Text
Broker sales Text
Broker sales Text
Business cards
Business Cards Quantity Number
Enter the quantity of business cards needed. Fill only if 'Resource' is 'Business cards'
Business Cards Unit Price Number
Enter the price per unit for business cards. Fill only if 'Resource' is 'Business cards'
Business Cards Total Price Number
Enter the total cost for the business cards. Fill only if 'Resource' is 'Business cards'
Client Follow-up Measurement
Client Interest Follow-up Measurement Text
Provide the specific metric or target for how you follow up with home buyer clients on homes they have expressed interest in.
Direct Mail Postcards
Key features Text
Please describe the key features of your direct mail postcards.
Notes Text
Please provide any additional notes regarding your direct mail postcards.
Budget Number
Please enter the budget allocated for direct mail postcards.
Door hangers
Door Hanger Quantity Number
Provide the quantity of door hangers. Fill only if 'Resource' is 'Door hangers'
Door Hanger Unit Price Number
Provide the unit price for the door hangers. Fill only if 'Resource' is 'Door hangers'
Door Hanger Total Cost Number
Provide the total cost for the door hangers. Fill only if 'Resource' is 'Door hangers'
Eighth Performance Measurement Row
Customer Satisfaction Measurement Text
Provide a description of how customer satisfaction will be measured. Fill only if 'Zillow PREMIER AGENT' is 'Yes'.
Eighth Table Row
Eighth Row First Column Text
Enter the data for the first column in the eighth row of the table.
Eighth Row Second Column Text
Enter the data for the second column in the eighth row of the table.
Eighth Row Third Column Text
Enter the data for the third column in the eighth row of the table.
Eighth Row Fourth Column Text
Enter the data for the fourth column in the eighth row of the table.
Email Drip Campaigns
Key Features Text
Please describe the key features of the email drip campaigns.
Notes Text
Please provide any additional notes regarding the email drip campaigns.
Budget Number
Please enter the allocated budget for the email drip campaigns.
Farming Lead Generation
Farming Leads Per Year Number
Enter the number of leads generated per year through farming efforts.
Farming Average Close Rate Number
Enter the average close rate for leads generated through farming efforts.
Farming Average Selling Price Number
Enter the average selling price of properties for leads generated through farming efforts.
Farming Average Commission Number
Enter the average commission earned from leads generated through farming efforts.
Farming Return Number
Enter the total return on investment for leads generated through farming efforts. Fill only if 'Farming Leads Per Year', 'Farming Average Close Rate', 'Farming Average Selling Price', 'Farming Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Farming Leads Per Year, Farming Average Close Rate, Farming Average Selling Price, Farming Average Commission
Fifth Performance Measurement Row
Performance Measurement Frequency Text
Provide a description of how often the marketing performance will be measured.
Fifth Team Member
Fifth Team Member Name Text
Enter the name of the fifth team member.
Fifth Team Member Function Text
Enter the job title or role of the fifth team member. Fill only if 'Fifth Team Member Name' is filled.
Depends on: Fifth Team Member Name
Final closing tasks
Final Closing Tasks Text
Provide information regarding the final closing tasks.
First Additional Tactic Row
Additional Tactic Text
Enter the name or description of the additional lead generation tactic.
Leads Generated Per Year Number
Enter the number of leads generated by this tactic per year. Fill only if 'Additional Tactic' has a value.
Depends on: Additional Tactic
Average Close Rate Number
Enter the average percentage of leads that result in a closed deal for this tactic. Fill only if 'Additional Tactic' has a value.
Depends on: Additional Tactic
Average Selling Price Number
Enter the average selling price of a deal closed through this tactic. Fill only if 'Additional Tactic' has a value.
Depends on: Additional Tactic
Average Commission Rate Number
Enter the average commission rate earned from a deal closed through this tactic. Fill only if 'Additional Tactic' has a value.
Depends on: Additional Tactic
Estimated Return Number
Enter the estimated financial return generated by this tactic. Fill only if 'Leads Generated Per Year', 'Average Close Rate', 'Average Selling Price', 'Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Leads Generated Per Year, Average Close Rate, Average Selling Price, Average Commission Rate
First Competitor Analysis
First Competitor Name Text
Provide the name of the first competitor being analyzed.
First Competitor Strengths Text
Describe the key strengths of the first competitor. Fill only if 'First Competitor Name' is not empty.
Depends on: First Competitor Name
First Competitor Weaknesses Text
Describe the key weaknesses of the first competitor. Fill only if 'First Competitor Name' is not empty.
Depends on: First Competitor Name
First Competitor Details
Competitor Weakness How to overcome_Row_1 Text
Competitor Weakness How to overcome_Row_1 Text
Depends on: Competitor Weakness How to overcome_Row_1
Competitor Weakness How to overcome_Row_1 Text
Depends on: Competitor Weakness How to overcome_Row_1
First Differentiator
Differentiator Text
Provide a concise description of a unique selling point or competitive advantage.
How We Do It Text
Explain the specific actions or methods that demonstrate how your differentiator is applied or achieved.
Why It's Working Text
Provide evidence or results that demonstrate the effectiveness or success of the differentiator.
First Differentiator Row
Differentiator Text
Please enter the specific characteristic or quality that differentiates your offering.
How to Maintain It Text
Please describe the steps or methods used to sustain this differentiator. Fill only if 'Differentiator' is filled.
Depends on: Differentiator
First Opportunity
Opportunity Text
Please describe the first opportunity.
How to Seize Text
Please describe how to seize this first opportunity. Fill only if 'Opportunity' is filled.
Depends on: Opportunity
First Performance Measurement Row
Key Marketing Success Metrics Measurement Text
Please provide the measurement for the key marketing success metrics.
First Publication Lead Generation
Publication Leads Per Year Number
Enter the number of leads generated annually from this publication source.
Publication Average Close Rate Number
Enter the average rate at which leads generated from this publication source convert into sales.
Publication Average Selling Price Number
Enter the average selling price of products or services sold through leads from this publication source.
Publication Average Commission Number
Enter the average commission rate earned on sales generated from this publication source.
Publication Return Number
Enter the total financial return generated from this publication source. Fill only if 'Publication Leads Per Year', 'Publication Average Close Rate', 'Publication Average Selling Price', 'Publication Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Publication Leads Per Year, Publication Average Close Rate, Publication Average Selling Price, Publication Average Commission
First Resource Lead Generation
Generates Leads Per Year Number
Please enter the number of leads generated by this resource per year.
Average Close Rate Number
Please enter the average close rate for this resource.
Average Selling Price Number
Please enter the average selling price of a product or service attributed to this resource.
Average Commission Number
Please enter the average commission rate for sales generated by this resource.
Estimated Return Number
Please enter the estimated financial return generated by this resource. Fill only if 'Generates Leads Per Year', 'Average Close Rate', 'Average Selling Price', 'Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Generates Leads Per Year, Average Close Rate, Average Selling Price, Average Commission
First Strategic Goal
Goal Text
Enter the first strategic goal for your business. Fill only if 'Business goals' are defined
Depends on: Business Goals
Strategy Text
Enter the strategy to achieve your first strategic goal. Fill only if 'Goal' is filled.
Depends on: Goal
First Strength and Leverage Plan
Strength Text
Please enter a strength for the plan.
How to Leverage Text
Please describe how this strength will be leveraged. Fill only if 'Strength' is filled.
Depends on: Strength
First SWOT Analysis Row
Strength Text
Enter a strength of the entity being analyzed.
Weakness Text
Enter a weakness of the entity being analyzed.
Opportunity Text
Enter an external opportunity for the entity being analyzed.
Threat Text
Enter an external threat to the entity being analyzed.
First Tactical Goal
Tactical Strategy Text
Please enter the strategy this tactical goal aims to implement.
Tactical Tactic Text
Please describe the specific action or tactic to be taken to implement the strategy. Fill only if 'Tactical Strategy' is not empty.
Depends on: Tactical Strategy
First Team Member
First Team Member Name Text
Provide the full name of the first team member.
First Team Member Function Text
Enter the job title or role of the first team member. Fill only if 'First Team Member Name' is filled.
Depends on: First Team Member Name
First Threat
Threat Description Text
Please provide a description of the first identified threat.
Threat Elimination Strategy Text
Please describe the strategy to eliminate the first identified threat. Fill only if 'Threat Description' is filled.
Depends on: Threat Description
First Weakness
First Weakness Text
Please provide the first weakness.
How to Overcome First Weakness Text
Please describe how to overcome the first weakness. Fill only if 'First Weakness' is not empty.
Depends on: First Weakness
First Website Row
Website Key Features Text
Please describe the key features of this website used for marketing.
Website Notes Text
Please provide any additional notes or details regarding this website.
Website Budget Number
Please enter the budget allocated for this website.
Flyers
Flyers Quantity Number
Please provide the quantity for the flyers. Fill only if 'Resource' is 'Flyers'
Flyers Unit Price Number
Please provide the unit price for the flyers. Fill only if 'Resource' is 'Flyers'
Flyers Total Price Number
Please provide the total price for the flyers. Fill only if 'Resource' is 'Flyers'
Fourth Performance Measurement Row
Approach Change Determination Text
Please provide information on who will determine if and how the approach will be changed.
Fourth Strategic Goal
Fourth Strategic Goal Text
Please provide the fourth strategic goal your organization aims to achieve. Fill only if 'Business goals' are defined
Depends on: Business Goals
Strategy for Fourth Strategic Goal Text
Please describe the strategy to be implemented to achieve the fourth strategic goal. Fill only if 'Fourth Strategic Goal' is filled.
Depends on: Fourth Strategic Goal
Fourth SWOT Analysis Row
Fourth Strength Text
Provide the fourth strength identified in the SWOT analysis.
Fourth Weakness Text
Provide the fourth weakness identified in the SWOT analysis.
Fourth Opportunity Text
Provide the fourth opportunity identified in the SWOT analysis.
Fourth Threat Text
Provide the fourth threat identified in the SWOT analysis.
Fourth Tactical Goal
Fourth Tactical Strategy Text
Enter the fourth strategy to implement your overall business goals.
Fourth Tactical Tactic Text
Enter the fourth tactic used to implement the corresponding strategy. Fill only if 'Fourth Tactical Strategy' is not empty.
Depends on: Fourth Tactical Strategy
Fourth Team Member
Fourth Team Member Name Text
Please enter the name of the fourth team member.
Fourth Team Member Function Text
Please enter the function or role of the fourth team member. Fill only if 'Fourth Team Member Name' is filled.
Depends on: Fourth Team Member Name
Fourth Website Row
Website Text
Website Text
Website Text
General
Goals_Row_1 Text
Goals_Row_2 Text
Goals_Row_3 Text
Goals_Row_4 Text
What are our marketing milestones?_Row_1 Text
What are our marketing milestones?_Row_2 Text
What are our marketing milestones?_Row_3 Text
What other methods do we use to convert leads?_Row_1 Text
What other methods do we use to convert leads?_Row_2 Text
What other methods do we use to convert leads?_Row_3 Text
Giveaways
Giveaways Value 1 Number
Provide the first numerical value related to giveaways. Fill only if 'Resource' is 'Giveaways'
Giveaways Value 2 Number
Provide the second numerical value related to giveaways. Fill only if 'Resource' is 'Giveaways'
Giveaways Value 3 Number
Provide the third numerical value related to giveaways. Fill only if 'Resource' is 'Giveaways'
Holiday cards
Holiday Cards - Detail 1 Text
Please provide the first specific detail or value related to holiday cards. Fill only if 'Resource' is 'Holiday cards'
Holiday Cards - Detail 2 Text
Please provide the second specific detail or value related to holiday cards. Fill only if 'Resource' is 'Holiday cards'
Holiday Cards - Detail 3 Text
Please provide the third specific detail or value related to holiday cards. Fill only if 'Resource' is 'Holiday cards'
Home Marketing Measurement
Marketing Homes Measurement Text
Provide the measurement for marketing homes for seller clients.
Lead conversion
Primary Conversion Method Text
Provide a detailed explanation of the primary method used for converting leads into clients.
Other Conversion Methods Text
Describe any additional methods employed to convert leads into clients.
Lender Partnerships Lead Generation
Lender Partnerships Leads Per Year Number
Enter the number of leads generated per year through lender partnerships.
Lender Partnerships Average Close Rate Number
Enter the average close rate for leads generated through lender partnerships.
Lender Partnerships Average Selling Price Number
Enter the average selling price for items sold through lender partnerships.
Lender Partnerships Average Commission Number
Enter the average commission rate or amount for sales generated through lender partnerships.
Lender Partnerships Return Number
Enter the total return generated from lender partnerships. Fill only if 'Lender Partnerships Leads Per Year', 'Lender Partnerships Average Close Rate', 'Lender Partnerships Average Selling Price', 'Lender Partnerships Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Lender Partnerships Leads Per Year, Lender Partnerships Average Close Rate, Lender Partnerships Average Selling Price, Lender Partnerships Average Commission
Listing Presentation Measurement
Listing Presentation Measurement Text
Provide the ideal measurement or perfect-world delivery standard for listing presentations for seller clients.
Listing Selection Measurement
Listing Selection Measurement Text
Provide the specific measurement or target for how listings are selected for home buyer clients.
Local Radio Lead Generation
Local Radio Leads Per Year Number
Enter the estimated number of leads generated annually through local radio advertising.
Local Radio Average Close Rate Number
Enter the average rate at which leads generated by local radio advertising are converted into sales.
Local Radio Average Selling Price Number
Enter the average selling price of products or services sold from leads generated by local radio advertising.
Local Radio Average Commission Number
Enter the average commission rate or amount earned from sales generated through local radio advertising.
Local Radio Return Number
Enter the calculated return on investment for leads generated through local radio advertising. Fill only if 'Local Radio Leads Per Year', 'Local Radio Average Close Rate', 'Local Radio Average Selling Price', 'Local Radio Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Local Radio Leads Per Year, Local Radio Average Close Rate, Local Radio Average Selling Price, Local Radio Average Commission
Loyalty reward for clients
Loyalty Reward Description Text
Specify the loyalty reward offered to repeat or referring clients.
Marketing calendar lead
Marketing Calendar Lead Text
Please provide the name of the individual who leads the creation and maintenance of the marketing calendar. Fill only if 'Resource' is 'Marketing calendar'
Marketing milestones
Marketing Milestones Text
Enter the specific marketing milestones for your organization, providing details similar to the examples provided.
Media Kit
Media Kit Key Features Text
Please provide the key features of the media kit.
Media Kit Notes Text
Please provide any additional notes about the media kit.
Media Kit Budget Number
Please provide the budget allocated for the media kit.
Monthly Bulletins Lead Generation
Monthly Bulletins - Leads per Year Number
Enter the total number of leads generated per year specifically from monthly bulletins.
Monthly Bulletins - Average Close Rate Number
Enter the average rate at which leads from monthly bulletins are converted into sales.
Monthly Bulletins - Average Selling Price Number
Enter the average selling price of products or services sold as a result of monthly bulletin leads.
Monthly Bulletins - Average Commission Number
Enter the average commission earned from sales that originated from monthly bulletins leads.
Monthly Bulletins - Return Number
Enter the calculated financial return generated from leads acquired through monthly bulletins. Fill only if 'Monthly Bulletins - Leads per Year', 'Monthly Bulletins - Average Close Rate', 'Monthly Bulletins - Average Selling Price', 'Monthly Bulletins - Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Monthly Bulletins - Leads per Year, Monthly Bulletins - Average Close Rate, Monthly Bulletins - Average Selling Price, Monthly Bulletins - Average Commission
Networking Events Lead Generation
Leads Generated per Year Number
Enter the estimated number of leads generated per year from networking events, conferences, and tradeshows.
Average Close Rate Number
Enter the average conversion rate for leads from networking events, conferences, and tradeshows that result in a closed deal.
Average Selling Price Number
Enter the average selling price of deals closed from networking event, conference, and tradeshow leads.
Average Commission Rate Number
Enter the average commission rate earned from deals closed through networking events, conferences, and tradeshows.
Return Number
Enter the calculated return on investment from leads generated by networking events, conferences, and tradeshows. Fill only if 'Leads Generated per Year', 'Average Close Rate', 'Average Selling Price', 'Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Leads Generated per Year, Average Close Rate, Average Selling Price, Average Commission Rate
Newsletter
Newsletter Field 1 Number
Enter the first numerical value related to newsletters. Fill only if 'Resource' is 'Newsletter'
Newsletter Field 2 Number
Enter the second numerical value related to newsletters. Fill only if 'Resource' is 'Newsletter'
Newsletter Field 3 Number
Enter the third numerical value related to newsletters. Fill only if 'Resource' is 'Newsletter'
Newspaper Ads
Newspaper Ad Key Features Text
Provide a description of the key features of the newspaper advertisement.
Newspaper Ad Notes Text
Provide any additional notes or specific details regarding the newspaper advertisement.
Newspaper Ad Budget Number
Enter the allocated budget for the newspaper advertisement.
Ninth Table Row
Video_Row_2 Text
Business cards Text
Business cards Text
Business cards Text
Online Advertising
Online Advertising Key Features Text
Provide the key features of your online advertising strategy on a related site.
Online Advertising Notes Text
Add any relevant notes regarding your online advertising on a related site.
Online Advertising Budget Number
Specify the budget allocated for online advertising on a related site.
Online Advertising Lead Generation
Online Advertising Leads Per Year Number
Enter the number of leads generated per year specifically from online advertising.
Online Advertising Average Close Rate Number
Enter the average close rate for leads generated through online advertising.
Online Advertising Average Selling Price Number
Enter the average selling price for products or services sold to leads generated through online advertising.
Online Advertising Average Commission Rate Number
Enter the average commission rate for sales derived from online advertising leads.
Online Advertising Return Number
Enter the calculated return on investment for leads generated through online advertising. Fill only if 'Online Advertising Leads Per Year', 'Online Advertising Average Close Rate', 'Online Advertising Average Selling Price', 'Online Advertising Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Online Advertising Leads Per Year, Online Advertising Average Close Rate, Online Advertising Average Selling Price, Online Advertising Average Commission Rate
Online Pay-per-click Lead Generation
Online Pay-per-click Leads per Year Number
Please enter the number of leads generated per year from online pay-per-click efforts.
Online Pay-per-click Average Close Rate Number
Please enter the average close rate for leads generated through online pay-per-click.
Online Pay-per-click Average Selling Price Number
Please enter the average selling price associated with sales from online pay-per-click leads.
Online Pay-per-click Average Commission Number
Please enter the average commission rate for sales attributed to online pay-per-click leads.
Online Pay-per-click Return Number
Please enter the calculated return from online pay-per-click lead generation. Fill only if 'Online Pay-per-click Leads per Year', 'Online Pay-per-click Average Close Rate', 'Online Pay-per-click Average Selling Price', 'Online Pay-per-click Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Online Pay-per-click Leads per Year, Online Pay-per-click Average Close Rate, Online Pay-per-click Average Selling Price, Online Pay-per-click Average Commission
Other Sales Forecast
Other Sales Year 1 Number
Please enter the projected sales for other categories for Year 1.
Other Sales Year 2 Number
Please enter the projected sales for other categories for Year 2.
Other Sales Year 3 Number
Please enter the projected sales for other categories for Year 3.
Paperwork and Feedback Measurement
Paperwork and Feedback Measurement Text
Provide a measurement for paperwork completion and feedback.
Personal Referrals Lead Generation
Personal Referrals - Leads Per Year Number
Enter the estimated number of leads generated per year specifically from personal referrals.
Personal Referrals - Average Close Rate Number
Enter the average rate at which personal referrals convert into closed deals.
Personal Referrals - Average Selling Price Number
Enter the average selling price of products or services resulting from personal referrals.
Personal Referrals - Average Commission Rate Number
Enter the average commission rate earned on sales that originate from personal referrals.
Personal Referrals - Return Number
Enter the total financial return generated from personal referrals. Fill only if 'Personal Referrals - Leads Per Year', 'Personal Referrals - Average Close Rate', 'Personal Referrals - Average Selling Price', 'Personal Referrals - Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Personal Referrals - Leads Per Year, Personal Referrals - Average Close Rate, Personal Referrals - Average Selling Price, Personal Referrals - Average Commission Rate
Post-sale follow-up
Post-sale Follow-up Notes Text
Provide any relevant details or notes concerning the post-sale follow-up activities at the 1 month, 6 months, and 1 year marks.
Print Advertising Lead Generation
Print Advertising Leads Generated per Year Number
Enter the estimated number of leads generated per year through print advertising.
Print Advertising Average Close Rate Number
Enter the average conversion rate for leads generated by print advertising.
Print Advertising Average Selling Price Number
Enter the average selling price of products or services sold to leads generated by print advertising.
Print Advertising Average Commission Rate Number
Enter the average commission rate for sales resulting from print advertising leads.
Print Advertising Return Number
Enter the calculated return on investment for print advertising lead generation. Fill only if 'Print Advertising Leads Generated per Year', 'Print Advertising Average Close Rate', 'Print Advertising Average Selling Price', 'Print Advertising Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Print Advertising Leads Generated per Year, Print Advertising Average Close Rate, Print Advertising Average Selling Price, Print Advertising Average Commission Rate
Professional Referrals Lead Generation
Professional Referrals Leads Generated per Year Number
Enter the number of leads generated per year through professional referrals.
Professional Referrals Average Close Rate Number
Enter the average close rate for leads generated through professional referrals.
Professional Referrals Average Selling Price Number
Enter the average selling price resulting from leads generated through professional referrals.
Professional Referrals Average Commission Number
Enter the average commission earned from leads generated through professional referrals.
Professional Referrals Return Number
Enter the total return generated from professional referrals. Fill only if 'Professional Referrals Leads Generated per Year', 'Professional Referrals Average Close Rate', 'Professional Referrals Average Selling Price', 'Professional Referrals Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Professional Referrals Leads Generated per Year, Professional Referrals Average Close Rate, Professional Referrals Average Selling Price, Professional Referrals Average Commission
Referrals Forecast
Referrals Year 1 Sales Number
Please provide the projected sales generated from referrals for Year 1.
Referrals Year 2 Sales Number
Please provide the projected sales generated from referrals for Year 2.
Referrals Year 3 Sales Number
Please provide the projected sales generated from referrals for Year 3.
Regular Blog or Contributor
Key Features Text
Please describe the key features of the regular blog or contributor strategy.
Notes Text
Please provide any additional notes or details for the regular blog or contributor strategy.
Budget Number
Please enter the estimated budget for the regular blog or contributor strategy.
Response Time Measurement
Response Time Measurement Number
Provide the ideal response time for incoming queries.
Reviews Lead Generation
Reviews Text
Reviews - Average Close Rate Number
Enter the average close rate for leads generated through reviews.
Reviews - Average Selling Price Number
Enter the average selling price of sales resulting from leads generated through reviews.
Reviews - Average Commission Number
Enter the average commission rate earned from sales resulting from leads generated through reviews.
Reviews - Return Number
Enter the calculated return on investment from leads generated through reviews. Fill only if 'Reviews', 'Reviews - Average Close Rate', 'Reviews - Average Selling Price', 'Reviews - Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Reviews, Reviews - Average Close Rate, Reviews - Average Selling Price, Reviews - Average Commission
Second Additional Tactic Row
Additional Tactic Name Text
Please enter the name of this additional lead generation tactic.
Leads Per Year Number
Please enter the number of leads generated per year for this tactic. Fill only if 'Additional Tactic Name' has a value.
Depends on: Additional Tactic Name
Average Close Rate Number
Please enter the average close rate for this tactic. Fill only if 'Additional Tactic Name' has a value.
Depends on: Additional Tactic Name
Average Selling Price Number
Please enter the average selling price of sales from this tactic. Fill only if 'Additional Tactic Name' has a value.
Depends on: Additional Tactic Name
Average Commission Rate Number
Please enter the average commission rate for sales from this tactic. Fill only if 'Additional Tactic Name' has a value.
Depends on: Additional Tactic Name
Return Number
Please enter the calculated return generated by this tactic. Fill only if 'Leads Per Year', 'Average Close Rate', 'Average Selling Price', 'Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Leads Per Year, Average Close Rate, Average Selling Price, Average Commission Rate
Second Competitor Analysis
Competitor Name Text
Please provide the name of the competitor.
Competitor Strengths Text
Please describe the strengths of this competitor. Fill only if 'Competitor Name' is not empty.
Depends on: Competitor Name
Competitor Weaknesses Text
Please describe the weaknesses of this competitor. Fill only if 'Competitor Name' is not empty.
Depends on: Competitor Name
Second Competitor Details
Second Competitor Name Text
Please provide the name of the second competitor.
Second Competitor Weakness Text
Please describe a significant weakness of the second competitor. Fill only if 'Second Competitor Name' is filled.
Depends on: Second Competitor Name
How to Overcome Second Competitor Weakness Text
Please detail your plan to capitalize on or overcome the second competitor's identified weakness. Fill only if 'Second Competitor Weakness' is filled.
Depends on: Second Competitor Weakness
Second Differentiator
Second Differentiator Text
Please provide a brief description of the second unique differentiator.
How We Implement Second Differentiator Text
Please explain how this second differentiator is implemented or what it entails.
Proof of Effectiveness for Second Differentiator Text
Please provide evidence or reasons demonstrating that this second differentiator is effective.
Second Differentiator Row
Differentiator Text
Please enter the specific characteristic or aspect that sets your business apart from competitors for this row.
How to Maintain It Text
Please describe the steps or strategies employed to sustain the differentiator mentioned in this row. Fill only if 'Differentiator' is filled.
Depends on: Differentiator
Second Opportunity
Second Opportunity Text
Provide a description of the second opportunity.
How to Seize Second Opportunity Text
Describe the strategy or actions to take to seize the second opportunity. Fill only if 'Second Opportunity' is filled.
Depends on: Second Opportunity
Second Performance Measurement Row
Success Measurement Text
Provide a detailed explanation of what success looks like for each key marketing metric or aspect.
Second Publication Lead Generation
Second Publication Leads Generated Per Year Number
Please enter the number of leads generated per year for this second publication.
Second Publication Average Close Rate Number
Please enter the average close rate for leads generated by this second publication.
Second Publication Average Selling Price Number
Please enter the average selling price for products or services sold through leads from this second publication.
Second Publication Average Commission Rate Number
Please enter the average commission rate earned from sales generated by leads from this second publication.
Second Publication Return Number
Please enter the calculated return for leads generated by this second publication. Fill only if 'Second Publication Leads Generated Per Year', 'Second Publication Average Close Rate', 'Second Publication Average Selling Price', 'Second Publication Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Second Publication Leads Generated Per Year, Second Publication Average Close Rate, Second Publication Average Selling Price, Second Publication Average Commission Rate
Second Resource Lead Generation
Second Resource Leads Generated Per Year Number
Enter the number of leads generated per year for the second resource.
Second Resource Average Close Rate Number
Enter the average close rate for the second resource.
Second Resource Average Selling Price Number
Enter the average selling price for the second resource.
Second Resource Average Commission Number
Enter the average commission rate for the second resource.
Second Resource Return Number
Enter the calculated return for the second resource. Fill only if 'Second Resource Leads Generated Per Year', 'Second Resource Average Close Rate', 'Second Resource Average Selling Price', 'Second Resource Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Second Resource Leads Generated Per Year, Second Resource Average Close Rate, Second Resource Average Selling Price, Second Resource Average Commission
Second Strategic Goal
Goal Text
Enter the second strategic goal for your business. Fill only if 'Business goals' are defined
Depends on: Business Goals
Strategy Text
Provide the strategy to achieve the second strategic goal. Fill only if 'Goal' is filled.
Depends on: Goal
Second Strength and Leverage Plan
Leverage Plan Strength Text
Please provide a strength that can be leveraged to overcome weaknesses, seize opportunities, and eliminate threats.
How to Leverage Text
Please describe how the strength can be leveraged to overcome weaknesses, seize opportunities, and eliminate threats. Fill only if 'Leverage Plan Strength' is filled.
Depends on: Leverage Plan Strength
Second SWOT Analysis Row
Strength Text
Provide a strength for the SWOT analysis.
Weakness Text
Provide a weakness for the SWOT analysis.
Opportunity Text
Provide an opportunity for the SWOT analysis.
Threat Text
Provide a threat for the SWOT analysis.
Second Tactical Goal
Second Tactical Goal Strategy Text
Please provide the strategy associated with this second tactical goal.
Second Tactical Goal Tactic Text
Please provide the specific tactic or action to be taken for this second tactical goal strategy. Fill only if 'Second Tactical Goal Strategy' is not empty.
Depends on: Second Tactical Goal Strategy
Second Team Member
Second Team Member Name Text
Please enter the full name of the second team member.
Second Team Member Function Text
Please enter the role or function of the second team member within the team. Fill only if 'Second Team Member Name' is filled.
Depends on: Second Team Member Name
Second Threat
Second Threat Text
Provide a description of the second identified threat.
Elimination Plan for Second Threat Text
Describe the plan for eliminating the second identified threat. Fill only if 'Second Threat' is filled.
Depends on: Second Threat
Second Weakness
Second Weakness Text
Please enter the details of the second weakness.
How to Overcome Second Weakness Text
Please describe how to overcome this second weakness. Fill only if 'Second Weakness' is not empty.
Depends on: Second Weakness
Second Website Row
Second Website Key Features Text
Please provide the key features for the second website marketing material.
Second Website Notes Text
Please provide any notes regarding the second website marketing material.
Second Website Budget Number
Please provide the budget allocated for the second website marketing material.
Seventh Performance Measurement Row
Customer Service Evaluation Frequency Text
Provide how frequently customer service will be evaluated. Fill only if 'Performance Visibility' is filled.
Depends on: Performance Visibility
Showing Scheduling Measurement
Showing Scheduling Measurement Text
Provide the measurement or target for scheduling showings for home buyer clients.
Signage
Signage Key Features Text
Please provide the key features of the signage marketing material.
Signage Notes Text
Please provide any additional notes or details regarding the signage marketing material.
Signage Budget Number
Please enter the estimated budget for the signage marketing material.
Sixth Performance Measurement Row
Performance Visibility Text
Provide details on how the performance will be made visible to the entire business.
Social Media
Social Media Key Features Text
Please provide the key features of your social media marketing efforts.
Social Media Notes Text
Please provide any additional notes regarding your social media marketing.
Social Media Budget Number
Please enter the budget allocated for social media marketing.
Target Customer
First-time home buyers Checkbox
Check this box if first-time home buyers are a target customer.
Home sellers Checkbox
Check this box if home sellers are a target customer.
Renters Checkbox
Check this box if renters are a target customer.
Other Checkbox
Check this box if the target customer falls into another category such as relocations, retirees, or investment properties.
Target Customer Age
Target customer age (Answer) Text
Enter the age or age range of your target customer.
Target customer age (Our strategy) Text
Describe the marketing strategy you will use to reach customers in the specified age or age range.
Target Customer Feelings and Concerns
Customer Feelings and Concerns Text
Please provide the customer's feelings and concerns about searching for and purchasing their home.
Strategy for Feelings and Concerns Text
Please describe the strategy to address the customer's feelings and concerns about searching for and purchasing their home.
Target Customer Home Requirements
Desired Home Features Text
Specify what the target customer wants from their home.
Home Features Strategy Text
Explain the strategy for fulfilling the target customer's desired home features.
Target Customer Household Makeup
Household Makeup Answer Text
Provide a description of the target customer's household composition.
Household Makeup Strategy Text
Provide the strategy related to the target customer's household makeup.
Target Customer Income
Annual Household Income Number
Provide the target customer's annual household income.
Income Strategy Text
Describe the strategy related to the target customer's annual household income.
Target Customer Location
Target Customer Desired Living Location Text
Please provide where the target customer wants to live.
Target Customer Living Location Strategy Text
Please describe your strategy regarding the target customer's desired living location.
Tenth Table Row
Tenth Row Column 1 Text
Please enter the data for the first column of the tenth row in the table.
Tenth Row Column 2 Text
Please enter the data for the second column of the tenth row in the table.
Tenth Row Column 3 Text
Please enter the data for the third column of the tenth row in the table.
Tenth Row Column 4 Text
Please enter the data for the fourth column of the tenth row in the table.
Third Additional Tactic Row
Additional Tactic Name 3 Text
Provide the name of the third additional lead generation tactic.
Additional Tactic 3 Leads Generated Per Year Number
Enter the estimated number of leads generated per year for this third additional tactic. Fill only if 'Additional Tactic Name 3' has a value.
Depends on: Additional Tactic Name 3
Additional Tactic 3 Average Close Rate Number
Enter the average close rate for leads generated by this third additional tactic. Fill only if 'Additional Tactic Name 3' has a value.
Depends on: Additional Tactic Name 3
Additional Tactic 3 Average Selling Price Number
Enter the average selling price of a product or service resulting from leads generated by this third additional tactic. Fill only if 'Additional Tactic Name 3' has a value.
Depends on: Additional Tactic Name 3
Additional Tactic 3 Average Commission Rate Number
Enter the average commission rate for leads generated by this third additional tactic. Fill only if 'Additional Tactic Name 3' has a value.
Depends on: Additional Tactic Name 3
Additional Tactic 3 Return Number
Enter the calculated return for this third additional lead generation tactic. Fill only if 'Additional Tactic 3 Leads Generated Per Year', 'Additional Tactic 3 Average Close Rate', 'Additional Tactic 3 Average Selling Price', 'Additional Tactic 3 Average Commission Rate' is calculated based on the other fields in the row using the provided formula.
Depends on: Additional Tactic 3 Leads Generated Per Year, Additional Tactic 3 Average Close Rate, Additional Tactic 3 Average Selling Price, Additional Tactic 3 Average Commission Rate
Third Competitor Analysis
Competitor Strengths Weaknesses_Row_3 Text
Third Competitor Strengths Text
Please describe the strengths of the third competitor. Fill only if 'Competitor Strengths Weaknesses_Row_3' is not empty.
Depends on: Competitor Strengths Weaknesses_Row_3
Third Competitor Weaknesses Text
Please describe the weaknesses of the third competitor. Fill only if 'Competitor Strengths Weaknesses_Row_3' is not empty.
Depends on: Competitor Strengths Weaknesses_Row_3
Third Competitor Details
Third Competitor Name Text
Enter the name of the third competitor.
Third Competitor Weakness Text
Describe a specific weakness of the third competitor. Fill only if 'Third Competitor Name' is filled.
Depends on: Third Competitor Name
Third Competitor Weakness Overcome Strategy Text
Explain the strategy to overcome the third competitor's weakness. Fill only if 'Third Competitor Weakness' is filled.
Depends on: Third Competitor Weakness
Third Differentiator
Third Differentiator Text
Provide the third key aspect or quality that differentiates your offering from competitors.
How Third Differentiator is Achieved Text
Explain how this third differentiator is implemented or put into practice.
Evidence for Third Differentiator Text
Describe the evidence, results, or reasons that demonstrate the effectiveness of this third differentiator.
Third Differentiator Row
Differentiator Text
Enter the specific aspect that differentiates your company from the competition.
How to Maintain Text
Provide a detailed explanation of the steps taken to maintain this specific differentiator. Fill only if 'Differentiator' is filled.
Depends on: Differentiator
Third Opportunity
Third Opportunity Description Text
Provide a detailed description of the third opportunity.
How to Seize Third Opportunity Text
Describe the strategy or actions required to effectively seize this third opportunity. Fill only if 'Third Opportunity Description' is filled.
Depends on: Third Opportunity Description
Third Performance Measurement Row
Performance Measurement Text
Provide details on how the marketing performance will be measured.
Third Strategic Goal
Third Strategic Goal Text
Please provide the third strategic goal for your business. Fill only if 'Business goals' are defined
Depends on: Business Goals
Third Strategic Goal Strategy Text
Please provide the strategy for achieving your third strategic goal. Fill only if 'Third Strategic Goal' is filled.
Depends on: Third Strategic Goal
Third Strength and Leverage Plan
Third Strength Text
Please provide the third strength of your organization.
Third Leverage Plan Text
Please describe how you plan to leverage the third strength identified. Fill only if 'Third Strength' is filled.
Depends on: Third Strength
Third SWOT Analysis Row
Strength 3 Text
Please enter the third internal strength of your organization for the SWOT analysis.
Weakness 3 Text
Please describe the third internal weakness of your organization for the SWOT analysis.
Opportunity 3 Text
Please provide the third external opportunity for your organization for the SWOT analysis.
Threat 3 Text
Please identify the third external threat to your organization for the SWOT analysis.
Third Tactical Goal
Third Tactical Goal Strategy Text
Enter the third strategy to be implemented for achieving a tactical objective.
Third Tactical Goal Tactic Text
Enter the third tactic or action to implement the corresponding strategy. Fill only if 'Third Tactical Goal Strategy' is not empty.
Depends on: Third Tactical Goal Strategy
Third Team Member
Third Team Member Name Text
Provide the full name of the third team member.
Third Team Member Function Text
Describe the role or function of the third team member within the team. Fill only if 'Third Team Member Name' is filled.
Depends on: Third Team Member Name
Third Threat
Third Threat Text
Please enter the third identified threat.
How to Eliminate Third Threat Text
Please describe the plan or action to eliminate the third identified threat. Fill only if 'Third Threat' is filled.
Depends on: Third Threat
Third Weakness
Third Weakness Text
Please provide a description of the third weakness.
How to Overcome Third Weakness Text
Please describe the strategy to overcome the third weakness. Fill only if 'Third Weakness' is not empty.
Depends on: Third Weakness
Third Website Row
Third Website Row Key Features Text
Please provide the key features for the third website entry.
Third Website Row Notes Text
Please provide any notes related to the third website entry.
Third Website Row Budget Number
Please enter the budget allocated for the third website entry.
Total Sales Forecast
Total Sales Year 1 Number
Enter the total sales forecast for Year 1.
Total Sales Year 2 Number
Enter the total sales forecast for Year 2.
Total Sales Year 3 Number
Enter the total sales forecast for Year 3.
TV Lead Generation
TV Generated Leads Per Year Number
Enter the number of leads generated per year through TV advertising.
TV Average Close Rate Number
Enter the average percentage at which leads generated through TV advertising are converted into sales.
TV Average Selling Price Number
Enter the average selling price of a product or service attributed to TV advertising leads.
TV Average Commission Number
Enter the average commission rate earned from sales generated through TV advertising.
TV Return Number
Enter the total return generated from TV advertising leads. Fill only if 'TV Generated Leads Per Year', 'TV Average Close Rate', 'TV Average Selling Price', 'TV Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: TV Generated Leads Per Year, TV Average Close Rate, TV Average Selling Price, TV Average Commission
Unique Selling Proposition
Target Customer Text
Please enter the specific target customer for your unique selling proposition.
Problem/Challenge Solved Text
Please describe the problem or challenge that your unique selling proposition addresses for the target customer.
Product/Solution Text
Please describe the specific product or solution offered by your company.
Quantified Benefits Text
Please describe the quantifiable benefits that your product or solution provides.
Explicit Price Text
Please state the explicit price associated with your product or solution.
Our Competition Text
Please identify your main competitor.
How We Do It Text
Please explain the method or process by which your company delivers its unique selling proposition.
Proof Points Text
Please provide evidence or proof points that demonstrate the effectiveness of your unique selling proposition.
Unlabeled Field
Loyalty Reward 1 Text
Enter the first loyalty reward offered to repeat or referring clients.
Loyalty Reward 2 Text
Enter the second loyalty reward offered to repeat or referring clients.
Video
Video Value 1 Number
Please provide the first numerical value related to Video. Fill only if 'Resource' is 'Video'
Video Value 2 Number
Please provide the second numerical value related to Video. Fill only if 'Resource' is 'Video'
Video Value 3 Number
Please provide the third numerical value related to Video. Fill only if 'Resource' is 'Video'
Vision
Our Vision Statement Text
Provide a detailed statement outlining your business's goals and aspirations for the midterm and long-term future.
Website (our own)
Key Features Text
Please describe the key features of your own website.
Notes Text
Please provide any additional notes regarding your own website.
Budget Number
Please enter the budget allocated for your own website.
Website Lead Generation
Website Leads Per Year Number
Enter the estimated number of leads generated by the website per year.
Website Average Close Rate Number
Enter the average close rate for leads generated by the website.
Website Average Selling Price Number
Enter the average selling price of products or services sold to leads generated by the website.
Website Average Commission Number
Enter the average commission rate for sales derived from website leads.
Website Lead Generation Return Number
Enter the calculated return on investment for leads generated by the website. Fill only if 'Website Leads Per Year', 'Website Average Close Rate', 'Website Average Selling Price', 'Website Average Commission' is calculated based on the other fields in the row using the provided formula.
Depends on: Website Leads Per Year, Website Average Close Rate, Website Average Selling Price, Website Average Commission
What do we want our target customer to think after receiving the marketing messages we send through our various methods (ads, corporate website, social media, etc.)?
Desired Customer Perception Text
Describe what you want your target customer to think or feel after receiving your marketing message.
Desired Customer Action Text
Explain the exact action or actions you want your target customer to take after engaging with your marketing efforts.
Business Goals Text
Specify the business objectives and what success looks like for these efforts.