Listing Marketing Launch Checklist
A listing agent's marketing workflow from pre-launch positioning through MLS go-live to mid-listing performance review. Built for solo agents and small teams running their own marketing rather than handing it to a coordinator.
Buyer Profile & Market Positioning
-
Define the likely buyer profile
Capture price band, household stage (first-time, move-up, downsizer, investor), commute corridor, and school priorities. Keep it as marketing context only — never use protected-class framing in any client-facing copy.
Collects paragraph -
Pull comps within a 1-mile radius
Use Cloud CMA or RPR with sold and active comps from the last 90 days, filtered to similar bed/bath/SF. In a moving market, six-month comps mislead — note current absorption rate and median days on market in the seller-facing CMA.
-
Finalize list price with the seller
Walk the seller through the CMA in person or on video — never just email it. Document the agreed price and any pricing strategy notes (test-the-market vs. priced-to-sell) in the file.
Listing Story & Copy
-
Draft the MLS property description
Lead with the home's best two features and the lifestyle it enables. Strip any fair-housing-risk language — no "perfect for families," "safe neighborhood," "walking distance to church," or references to age, religion, or national origin. Stay within the MLS character limit.
-
Write the headline and feature bullets
Produce a punchy headline for syndication portals plus 5-7 short feature bullets for the flyer and social graphics. Reuse the same bullets across Zillow, Realtor.com, and your own site so the listing story is consistent.
-
Get seller sign-off on the copy
Send the description, headline, and bullets to the seller for approval before MLS input. Once it's syndicated to Zillow and Realtor.com, edits are slow to propagate and seller surprises become disputes.
Collects paragraph
Marketing Channel Setup
-
Book the photographer and Matterport shoot
Schedule for after staging and decluttering are complete — reshoots eat margin. Confirm drone permission with the seller and check FAA airspace if the property sits near a controlled airport.
-
Confirm MLS syndication preferences
Walk the seller through the syndication options and document the choice in the file. "Coming soon" must follow your local MLS rules — many MLSs limit duration and prohibit showings during the coming-soon window.
Collects list -
Build the social asset pack in Canva
Produce sized assets for Instagram feed, Reels cover, Facebook, and a "just listed" email banner. Include the brokerage name and your license number on every asset per state advertising rules.
Launch Timeline & Scheduling
-
Set the go-live date and coming-soon window
Target a Thursday or Friday MLS go-live so the first weekend captures peak portal traffic. Block out the 7-day coming-soon window if the seller chose that route.
-
Schedule the broker preview and public open house
Broker preview Thursday or Friday morning, public open house Saturday or Sunday afternoon. Set up the open house in ShowingTime and Spacio so visitor capture flows straight into the CRM.
-
Queue the launch-day blast and social posts
Schedule the "just listed" email to your sphere and cooperating brokers via Follow Up Boss or BoldTrail, plus pre-built social posts on Instagram, Facebook, and LinkedIn — all timed within an hour of MLS active.
Marketing Budget
-
Agree on the marketing budget with the seller
Document the seller-funded vs. agent-funded split in writing — postcards, paid social boosts, premium photo packages, and signage often blur. State advertising rules require any seller-paid promotion to align with the listing agreement.
Collects number -
Allocate spend across paid channels
Split the budget across boosted social, geo-targeted Facebook ads, postcard farm to the neighborhood, and premium portal placement (Zillow Premier Agent or Realtor.com Showcase). Hold back 20% for mid-listing refresh if needed.
-
Track spend against budget weekly
Reconcile actuals every Monday in your back-office (Brokermint or QuickBooks) so a price adjustment or extension doesn't get blocked by surprise overspend.
Performance Tracking
-
Pull the day-3 showing activity report
Export ShowingTime requests and feedback for the first 72 hours and send the seller a written summary. Day-3 traffic is the strongest leading indicator of whether the price is right.
-
Review portal traffic on Zillow and Realtor.com
Check views, saves, and share counts. Compare against neighborhood medians from your MLS dashboard — high views with low saves usually points to bad photos or overpricing rather than poor reach.
-
Send the week-2 seller update
Write the update against the original pricing strategy from the listing agreement — frame the data, don't just dump it. Include showings, feedback themes, portal traffic, and offers received to date.
Mid-Listing Adjustments
-
Review days-on-market against neighborhood velocity
Compare the listing's DOM to the rolling 30-day median in the same zip and price band. If the listing is past 1.5x median DOM with fewer than 10 showings, flag as underperforming and trigger the refresh path.
Collects list -
Refresh photos, staging, or hero image
Reorder MLS photos so the strongest exterior or kitchen shot leads, swap any seasonal images that have aged out, and reshoot if staging has changed. Photo refresh alone often resets portal placement in the "new" feeds.
-
Run the price-adjustment conversation with the seller
Bring updated comps, current absorption, and the showing-feedback themes. Document the conversation and execute a price-change addendum if the seller agrees — verbal price changes never hit the MLS, and unwritten promises become disputes.
Use this template
Copy it to your account, customize the steps, and run it with your team in minutes.
Browse hundreds of free templates across every team and industry.
Back to template libraryRelated templates
More workflows your team can run.
Run Listing Marketing Launch Checklist with your team
Customize the steps, assign roles, set a schedule, and keep a complete record for every run.