Real Estate Agent Business Plan Template

Written by Dave Lavinsky

Real Estate Agent Marketing Plan

Brand & Value Proposition

Barbara Brooks, Real Estate Agent, will offer the unique value proposition to its clientele:

  • As a native of Malibu, she is extremely knowledgeable of the Malibu community and its real estate market.
  • Her analytical skill set allows Barbara the ability to compile market data reports and comp set reports for her clients.
  • Barbara has built an extensive network of clients, agents, title officers, appraisers, and mortgage loan officers.
  • Barbara will hustle to get the job done and meet her clients satisfaction.

Promotions Strategy

The promotions strategy for Barbara Brooks, Real Estate Agent, is as follows:


Barbara will be attending all networking industry events and actively networking at non-industry events.She will also be a member of local professional associations where professionals in the real estate industry are a part of. She will work to become an exclusive agent for title offices and mortgage loan offices.

Print Advertising/Billboard

Barbara Brooks will invest in professionally designed print ads to display in programs or flyers at industry networking events. She will also invest in two billboards to display in highly trafficked areas of town and/or areas of new-home builds.

Website/SEO Marketing

Barbara Brooks will utilize the same advertising company that designed her print ads and billboards to also design her website. The website will be well organized, informative, and list all their services that Barbara is able to provide. The advertising company will also manage Barbara Brooks’ website presence with SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Malibu real estate agent”, “real estate agent near me”, Barbara Brooks will be listed at the top of the search results.

Social Media

Barbara Brooks will utilize social media marketing to target those younger, tech savvy buyers and clients who receive most of their information via social media platforms. Barbara will purchase targeted ads on Facebook, Twitter, and Instagram to display her ads and services. Since a large portion of her clients will be first-time home buyers, that client profile tends to be younger and utilizes social media more than other demographics.


The pricing of Barbara Brooks, Real Estate Agent, will be moderate and on par with competitors so clients feel they receive value when purchasing her services.