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Real Estate Marketing Plan: Sample “Simple” Strategic Template for Real Estate Investors

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Real Estate Marketing Plan: Sample “Simple” Strategic Template for Real Estate Investors

https://oncarrot.com/real-estate-marketing-plan-template-for-market-domination/


Looking for an example of a template or sample real estate marketing plan, totally free?
We’ve got you covered.

real estate marketing plan sample template example strategy
Looking for a sample real estate marketing plan to create your strategy? We can help.
If you’re already a Carrot Member, you can download the sample 4 page document here (just make sure you’re logged in) – and tomorrow I’ll be going through this planning in detail on our Live Mastermind Call, so make sure you sign up now in case it fills up.

If you’re not a current member, keep reading and I’ll tell you how to get this valuable planning tool totally free.

First things first: a warning. Since this plan is for Carrot members, it assumes that you’ve got a website that has been proven to convert leads. If you’re trying to scrape together a bunch of tips to save a few bucks on building your website, you’re doing it wrong. It’s gonna cost you a lot more than the price of the monthly membership to build what we’ve built (we know, ’cause we built it)…. so just go sign up now and save yourself a ton of hassle.

There’s a few things you should do first to get that website up and running, and these only take a few minutes:

Get your testimonials up on the site, because social proof and credibility is key to conversions.
Get your bio up for the same reasons.
Make sure the copy on the site reflects your business and is in line with local laws (for example, if you or your team have a real estate license, you’ll need to change the copy to make sure you’re properly disclosing your license… but you should make that into a benefit, since a license gives you more options for sellers than someone operating without one).
Ok, so that last one might be complicated, if you’re totally new to the business… but you need to be making sure you’re aware of the laws around you, since being ignorant isn’t an excuse if you’re trying to get out of a five-figure fine for operating without a license (in some states)…. which reminds me that I need to mention we’re not attorneys or financial advisors, all of this stuff is just general advice and you need to get specific, professional advice on your real estate investment business… it’s a really good idea to have a competent lawyer make sure you’re not offering something illegal without knowing it.

Sample “Simple” Real Estate Marketing Plan
At its most basic level, a good marketing plan is answering a series of questions that helps you define your ideal targets, craft your business’s most compelling offers into a cohesive story, and uses good distribution channels to reach your ideal targets.

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Real Estate Marketing Plan: Sample “Simple” Strategic Template for Real Estate Investors

  1. 1. Building Your Marketing Plan with The Ultimate Online Marketing Strategy for Real Estate Investors
  2. 2. Warning! This call is ONLY for experienced investors. The strategies discussed are NOT for real estate rookies.
  3. 3. Your Host: InvestorCarrot Aaron McManus VP of Engagement
  4. 4. Background: Aaron McManus VP of Engagement - Started in Chicago real estate in 1997 - Supervised over $1B in sales - Over 2,000 apartment leases - Managed over $40M in residential property - Oversaw some rehab of historic property - Represented 100s of investors - Marketing, training and cultural development with Fortune 500 companies and elite entrepreneurs - Passionate about food, youth & community development
  5. 5. In This Training You Will Learn: - Why Strategic Planning is So Important - What a Marketing Plan *Can’t* Do - Why Your Marketing Should Tell A Powerful Story - The 9 Questions You Must Ask Yourself - Keywords to Research - Preparing for Success
  6. 6. "You've got to be very careful if you don't know where you're going, because you might not get there." -Yogi Berra
  7. 7. Creative without strategy is called 'art.' Creative with strategy is called 'advertising.' - Jef I. Richards
  8. 8. If you want [something], you have to prepare for it with a vengeance. - Denise Morrison
  9. 9. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. What a Marketing Plan Can’t Do: - Give legal advice - Provide investment advice - Fix your personal/business problems - Make your tough decisions for you 9
  10. 10. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. The first step of any strategic plan is to define the goal. What’s your goal? 10
  11. 11. The company without strategy is willing to try anything. - Michael Porter
  12. 12. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Your goals should be SMART – Specific, Measurable, Achievable, Realistic and Timely. Example: “Making money” is not a SMART goal, whereas “I want to make $100,000 in 2015” could be SMART if can be realistically achieved, but it is specific, measurable and timely. 12
  13. 13. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. The second step of any good plan is to describe the impact that will happen if the plan succeeds. What impact will this have? Bonus: What’s the impact on your family and your community? 14
  14. 14. You need to research your Local Market before you make investment decisions.
  15. 15. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Tough question: How big is your market, and what % do you need to reach in order to accomplish your $ goals? 16
  16. 16. Conduct a SWOT analysis. What are your Strengths, Weaknesses, Opportunities and Threats?
  17. 17. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Get honest with yourself. Where are you at today, and what’s holding you back? What are the biggest opportunities you want to capture? What’s your biggest risk of failure? You may want help from an expert coach or small business advisor – if you aren’t able to pay, many communities have free planning services through a local chapter of SCORE, a community college, or economic development center. Take advantage of those resources – sometimes deals come from unlikely places! 18
  18. 18. How tough is your Competition? Get specific and conduct a competitive analysis. Learn everything you can about the current offers competing with yours, reputations, types of transactions, and results that your local competition has achieved.
  19. 19. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Most Common Competition Research Methods: 1) Google 2) MLS 3) Word of Mouth 4) Site visits 5) Social Media 6) Suppliers, vendors & partners 7) Conferences 8) SpyFu, Moz, Alexa 9) Pick up the phone and buy them a drink 20
  20. 20. Who are your ideal targets? Try to be very specific – what are your ideal types of transactions, and who is well positioned to buy/sell them?
  21. 21. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Make a Target Audience Portrait of Each of Your Targets Drill down to demographics, culture, lifestyle, and other defining characteristics that will help you empathize and relate to the person you want to reach. 26
  22. 22. Investors (Cash Buyers) Sellers (Discount Properties) Dwellers (Tenants & Retail Buyers) rentals rent to own home buyers facing foreclosure tax sale divorce distressed properties inheritance qualified investors private money lenders long term owners institutional lenders [Profit] [Help] [Aspire]
  23. 23. One Site Per Target Find Motivated Sellers Build a Cash Buyer List Create Credibility (main company site) ers Tenants (Rent to Own)
  24. 24. Many Pages, One Site
  25. 25. What are your Compelling Offers? The Compelling Offer is the KEY to success in marketing!
  26. 26. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Compelling Offers Included with Carrot Sites: - Fast Cash Offer - Join Our Exclusive List of Local Discount Properties - Join Our Exclusive List of Great Rent-to-Own Properties - Free Report Selling to A Real Estate Investor - Free Report 5 Ways to Stop Foreclosure - Free Passive Income Investing Report - Free Private Lending Report These offers come with your InvestorCarrot system and are fully loaded – what can you do to make them more compelling, and to stand out from your competition? Be careful here, as state and local laws can prohibit certain types of incentives to sellers, buyers, or unlicensed real estate professionals. 33
  27. 27. Is this part of your Powerful Story? Telling your story is the best way to reach other people.
  28. 28. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. 35
  29. 29. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. 36
  30. 30. How will you Reach Your Audience? You should be excited to share your powerful story!!!
  31. 31. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Ways to Reach Your Target Audiences: - Online search marketing (may include search engine optimization “SEO”, pay-per-click “PPC”, video optimization, and other strategies) - Direct mail - Bandit signs - Bird dogs and brokers - Video marketing (may overlap with search if videos are properly optimized) - Email (may be part of lead nurturing/autoresponse campaign or from purchased lists) - Cold calling (purchased or self-generated lists) - Radio or television ads - Press/media, aka “earned marketing” - Networking and events - Referrals and reputation, aka “word of mouth” - Craiglist and other online bulletin boards There’s a long list here of possible methods that may be easy or difficult for you to implement, depending on your SWOT analysis and the “readiness” of your business. Each method has different benefits that depend on a great deal of factors and can be effective in some situations, so there’s no right/wrong methods… only right/wrong ways to implement them to get the results you want. If you’re just starting out, whittle this list down to only the 3 easiest methods to implement, or use a phased approach as seen on the next slide. 38
  32. 32. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. 39
  33. 33. InvestorCarrot Basic Marketing Grid Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Websites Branded & up 1 new post/week Localize lead page Add Case Studies Test & refine PPC & Ads Establish account Set up ad rotation Rotate/test new ads Add new offers Test & refine Organic Search Research Good back links On page Build Rankings Email Nurture Setup auto-post Build identity Promote events Build culture Build community Craigslist 10 posts/week 10 posts/week 10 posts/week 10 posts/week 10 posts/week
  34. 34. Do Your Keyword Research! Find out what people are searching in your market!!!
  35. 35. Copyright © 2014 Carrotly, LLC, aka InvestorCarrot. All information herein is the property of Carrotly, LLC. You may not use, reproduce, modify, distribute or republish any content contained herein without prior written permission from Carrotly, LLC. Some Target Phrases: we buy any house we buy houses we buy your house we buy houses for cash we buy houses fast quick house sale sell my house quickly how to sell your house quickly sell house quickly sell my house quick sell house quick sell my house fast sell house fast sell your house fast 42
  36. 36. Who supports your growth? Adding a coach, virtual assistant, employee or other support to your team might be what you need to take it to the next level.
  37. 37. We can help you Prepare For Success It’s all about the strategy, baby. But sorry, right now you’ll have to wait.
  38. 38. Leverage the power of proven Content Marketing for Real Estate Investors.

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