A real estate marketing checklist for a solo agent has 21 items in four groups: seven you fix once, four you do weekly, four monthly, and six on listing day.
The order below is the order they pay off.
Each item says who can do it for you and roughly what that costs, because the point of a checklist is not to give you 21 jobs, it is to decide which ones you keep.
Fix once: the foundation
These take a weekend and then mostly hold.
- A website with real pages. One page per neighborhood you work, a buyer page, a seller page, an about page that says where you work and why. Everything else on this list draws from it: your social posts, your emails, your Google profile. Yours to write, or your brokerage's template filled in properly. A thin site makes every later item harder.
- A claimed Google Business Profile. Category, service area, hours, ten real photos, and a link to your site. Free. This decides what people see when they search your name.
- Business pages on Facebook and Instagram. Not your personal profile. Same name, same photo, same bio line, link to the site. Free.
- A CRM with every past client in it. Your brokerage platform if it includes one; Follow Up Boss at $58 to $69 a seat if it does not. The single most valuable hour on this list is the one you spend loading it.
- A LinkedIn profile that says what you do and where. One sentence. Matters if you work relocations, investors or referral partners; otherwise low priority.
- Review requests set up. A saved text and a saved email with your Google review link. Free.
- A compliance note from your broker. What the logo requirement is, what the listing-photo rule is, how they want fair housing handled on social. Ask once, write it down, hand it to anyone who posts for you.
Weekly: the habits that produce business
8. Two to four social posts about your market. Not listings. What a term means in your town, why one home sold and one sat, which part of town fits which week, the seller's free fix. Six real examples from a working agent are on the examples page. This is the item agents stop doing first and the one that decides whether anyone remembers you in February.
- Yourself: two to three hours a month from the ideas page.
- Software from your website: Boomp Packs at $9 a month for ten posts by email that you publish; Core at $39 for twenty posts, a carousel and a video published after you approve them; done-for-you at $275 with Boomp's founder approving them. The four-way comparison is its own page.
- A freelancer: $500 to $1,500 a month, right when you also want a campaign or ads handled.
9. One review request. To whoever closed, showed, or thanked you this week. Yours; it lands differently from you.
10. One personal follow-up from the CRM. A text, a call, a note. Not a newsletter. Yours, or an assistant's with your voice.
11. One Google Business Profile post. A photo and two sentences. Yours in five minutes, or have it posted from your website alongside the social posts.
Monthly: the ones that compound
- One email to your database. What happened in your market this month, in your words, one screen long. Your CRM or brokerage platform sends it. Yours to write, or draw it from that month's social posts.
- A February check. Are you still posting, still following up? This is the item, not the number of followers.
- One story post. Why you do this, the client moment that stuck, the thing you learned. One a month keeps the other posts human.
- Photos refreshed on Google. Two or three new ones. Free.
Listing day: the six-item list
- The listing post, on the page and shared to your profile the day it goes live. Yours; this is the one in ten that is a listing.
- The compliance check: brokerage logo, co-listing credit, photo rights, fair-housing read of the copy. From item 7.
- The neighbor letter or knock: the ten houses around the listing, "your neighbor is selling, here is what it means for your value." Old, and still the best source of the next listing.
- The Google Business Profile post about the listing. Five minutes.
- The CRM tag: every showing feedback and every open-house sign-in into the CRM the same day.
- The just-sold follow-up, when it closes: the post, the review request, the neighbor note about the price.
What the checklist costs
| Item | If you do it | If someone or something does it |
|---|---|---|
| Website pages | A weekend | Brokerage template, or a designer once |
| Google Business Profile | Free, an hour to set up, five minutes a week | Weekly post from your website via Boomp, included in a plan |
| CRM and follow-up | Brokerage platform, or Follow Up Boss $58 to $69 a seat | An assistant runs the sequences; the calls stay yours |
| Weekly social posts | Two to three hours a month | $9 Packs, $39 Core, $275 done-for-you; freelancer $500 to $1,500 |
| Monthly email | An hour | Drawn from the month's posts; sent by the CRM |
| Listing-day list | Two hours per listing | Transaction coordinator, with the post and the neighbor note still yours |
Under $200 a month with a paid CRM, under $100 without one.
The item to spend on first is the weekly posts, because it is the one you will otherwise skip the week a listing goes live.
Where to start today
Do item 2 and item 4 this afternoon: claim the profile, load the CRM.
Then decide item 8 honestly.
If you will write two posts a week through February, use the ideas page.
If you will not, get ten finished posts made from your website, free, no email or card, and read them against your own site before choosing who keeps the feed full.
