Marketing Campaign Worksheet

What is your primary lead generation activity?

(Send postcards, write a newsletter, create a pay-per-click campaign, etc.)

What do you want to achieve with this campaign?

(Meet new customers, cultivate name recognition, generate referrals, generate listings, convert buyers,
etc.)

What’s your target audience?

(Be specific – ‘owners of $625,000+ waterfront homes’ is better than ‘sellers’)

What are your immediate action steps? When will you accomplish these?
(Be specific – ‘Send specs to design company by 7/1, finish target mailing list by 6/25, create ads by
12/2’)

_______________________________________________________________________________________________________
____

1400 Cattlemen Road #104, Sarasota, Florida 34232

(941) 893-4505 Office · (941) 234-3597 Broker Direct
on the web at nexthomeexcellence.com
What time requirements does this entail?
(Does this require prospecting? How much time will you need per week, and when will you do it?
Make sure you TIME BLOCK IT on your calendar!)

What does success look like?

(Describe metrics you’ll be able to identify along the way to let you know whether you need to make
adjustments).

How can I make these results duplicatable and consistent?

Who or what do you need to help you?

How will you hold yourself accountable?

How much will this cost?

(Budget per Instance x Campaign Length x Frequency)

_______________________________________________________________________________________________________
____

1400 Cattlemen Road #104, Sarasota, Florida 34232

(941) 893-4505 Office · (941) 234-3597 Broker Direct
on the web at nexthomeexcellence.com