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The 12-Month Marketing Plan

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bottom after you’re done reading this article…

If you’re feeling lost with how to make next year better, here’s a very simple way to create a plan of action for your marketing.

It’s a 12-month planning calendar (on 1 piece of paper) that organizes your marketing activity by month and category.

You can create a more detailed marketing plan if you like, but this will help you get started.  Plus, it’s a great “quick reference” for what steps you can take to grow your production.

Take 30 minutes today to:

  1. Reflect on this past year — identify where your business came from in the last 12 months
  2. Download this 1-page template — fill in your best opportunities to get clients in the coming year
  3. Put your marketing plan in a place you’ll see each day as a reminder to follow-through

You can click the example image below to download a blank template:

What’s YOUR best strategy for creating a marketing plan?

Click here to leave a comment or email us to
share it with the Agent Inner Circle® community.


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17 Responses to “The 12-Month Marketing Plan”

  1. editha santos Says:

    Dear Craig,

    I think you are good fellow who cares for other real estate agents helping to tap their outmost potential to make money on this busisness. Of course it is up to every real estate agent who receives your advise and put them into practice. thank you very much because it put me into the right track again. regards, and more success to your business.

    respectfully yous,

    editha a santos
    sales rep. royal lepage

  2. Nicole Says:

    Love it! Already have mine filled out for 2011! Great way to have it in front of you on one page!

  3. Sarah Santa Ana Says:

    Great article thanks so much… always looking for ways to help my northern VA Realtors

  4. Antonio Says:

    Thank you for all tools you provide, they are very helpful. And the newsletter too.

  5. Trish Says:

    I find your articles interesting. I am based in Perth Western Australia and have been a “Real Estate Agent” for 9 months. After doing a 2 week course I was thrown out into the Real Estate world and soon found I knew nothing. Since then I scoured the internet, went to seminars whenever I can afford it, attend every in house training session. I came across your site many months ago and love you for the way you freely distribute information to us. You have taken me from an agent with 3 listings to now a regular 6-8 listings. Thank you so much for your wonderful website and information.

    Trish Douglas
    Perth Western Australia

  6. AL GRANT Says:


  7. Geny Hawkins Says:

    That is just awesome. Just printed mine and filled out for the coming year’s activities, including using the Service for Life newsletter. I appreciate all that you share with your fellow agents. Thanks again.

  8. Paul Says:

    Thanks for the easy reference!

  9. Lana Says:

    Great article and love the “planning calendar” – just what I was looking for to start the New Year. Thank You!

  10. Marcia Says:

    This was a nice plan to start my year. I’m sharing it with another agent.

  11. Patsy Oakley Says:

    Even with 30 years in the business I continue to see a great way to streamline. This is a good tool that should be easy to use for the new agent or the seasoned agent, like myself. Thanks for sharing.

  12. William Flegenheimer Says:

    it looks really good, How can I purchase a bigger calendar
    for my wall?

  13. Lynn Facompre Says:

    I like the look of this calendar – clean and simple.

  14. Gail Laney Says:

    Love the calendar template!

  15. Kathleen Humphrey Says:

    Thanks for the marketing template!

  16. Barbara Says:

    Thank You !!

  17. Jay Says:

    At last I am starting to feel confidence. Thanks Craig, it’s not easy to work in this field but with this insight and tools I see a brighter future.

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