#MARKETING BUDGET PLAN TEMPLATE XLS HOW TO#
#MARKETING BUDGET PLAN TEMPLATE XLS OFFLINE#
#MARKETING BUDGET PLAN TEMPLATE XLS FREE#

Social Media – If you are spending money on social media this is where you would budget everything. Monitor your budget and actual spent for the first few months and adjust accordingly. Whether you are planning to send someone a gift card or simply booked a dinner with that seller of your’s note it all down. Past Clients Gifts & Appreciation – Create a pre-planned budget on much much you want to spend on past clients to reconnect with them. Parkbench Local Leader® System – If you are a Parkbench client using our Local Leader® system to generate more referrals in your area add your monthly expense. If you have a 3rd party company managing retargeting campaigns for you add that monthly cost as well. If you are spending any money on retargeting ads add it to this section. Retargeting – Many Real Estate Professionals use Google & Facebook retargeting to build their brand.

to generate more buyer leads include the monthly budget for that as well. If you paid content writers to write blog posts, e-book etc. Verify actual spend each month.īuyer Leads – Calculate the total amount of ad spent for generating buyer leads. Input the grand total in the seller leads budget section. If you are using both Facebook and Google Adwords add them together.Īlso, add the total money you are spending if you are simply buying seller leads for each month. Seller Leads – Calculate the total budget of your online ad spent to generate seller leads for each month. Defining Each Channel Inside The Marketing Budget Template

#MARKETING BUDGET PLAN TEMPLATE XLS FREE#

Feel free to rename them according to your need. The default marketing budget templates come with 14 common marketing channels for real estate agents.

Note : Do not make any changes to the section that says “Expense Summary”. On top of the spreadsheet, you will find comments with a bunch of arrows showing you where to input your values. Now that you have entered your monthly budget and actual spend for each marketing channel, the excel sheet will give you an overall snapshot of how you are spending your money. If you are spending money on Google Ads or Facebook Ads it might differ a bit. Most of the time, your budget and actual spend will be the same.

Actual SpendingĪfter each month note down how much you have actually spent for each marketing channel vs your budget. If you have paid anything for the year upfront simply divide it by 12 and add them to the sheet. Pre-populate the budget section for each month. In the excel template (download link above), you will find that each marketing channel has a budget vs action section for the month. The variable cost should be adjusted throughout the year depending on what works and the ROI from each medium. How much you want to spend on getting seller leads, buyer leads and retargeting? How much do you want to spend on print marketing?

Variable Costs – These are marketing spendings that you have control over.

If you are using the Local Leader® system then the yearly cost should be referred to as fixed. Some examples of fixed costs would be the contract that you signed for farming an area with postcards or client gifts, lunch with a client etc.

Fixed Costs – These are fixed expenses that you have to incur.

There are two types of spendings for every real estate agent: While this is true there is another factor in play when you are trying to work out the numbers for your budget.

#MARKETING BUDGET PLAN TEMPLATE XLS OFFLINE#

In the beginning of this guide, we mentioned that you should divide your overall money into offline and online spending.

#MARKETING BUDGET PLAN TEMPLATE XLS HOW TO#

How To Segment Your Overall Marketing BudgetĮven before you start using the marketing budget template for your real estate marketing efforts in 2022 you need to understand how to segment your overall marketing budget.

Marketing budget plan template xls