Free Marketing Budget Spreadsheet

Creating and managing a marketing budget doesn’t have to be overwhelming! Whether you’re a seasoned agent or just starting, our Free Marketing Budget Spreadsheet is a simple, actionable tool to help you organize your finances, maximize ROI, and achieve your business goals.

How to Use the Marketing Budget Spreadsheet

1. Download the Spreadsheet

Start by downloading the customizable spreadsheet in your preferred format (Excel or Google Sheets). Click here to download.

2. Input Your Income Goal

• Begin with your annual income target. For example, if you want to earn $200,000 in 2025, this number will guide your budget.
• Use the 10% Rule: Allocate 10% of your income goal to marketing. In this example, that means $20,000.

3. Add Non-Negotiable Expenses

• These are the must-have costs for running your business effectively. Examples include: Real estate license fees, MLS subscriptions, and Transactional fees.
• Input these into the "Fixed Costs" section of the spreadsheet.

4. Plan Your Optional Investments

Here’s where you can decide how to use the remainder of your budget strategically. Examples include:

• Automated Farming Campaigns: Reach your farm area consistently with postcards or direct mail.
• Social Media Ads: Drive leads and engagement online.
• Video Marketing: Build trust and showcase your expertise.
• Open House Events: Create buzz and attract potential buyers.

5. Monitor and Adjust

• Use the spreadsheet to track your expenses monthly.
• Compare your actual spend to your planned budget and adjust as needed based on what delivers the best ROI.

Maximize Your Marketing Budget with These Tips

1. Align Your Budget with Goals
Think about your primary goals for the year. Are you focusing on lead generation, building your brand, or expanding your farm area? Tailor your investments to match these objectives.

2. Use the 80/20 Rule
Focus 80% of your budget on proven strategies (like farming or listing promotions) and 20% on testing new ideas (like video ads or local sponsorships).

3. Track Results
Always monitor the performance of your marketing efforts. Use KPIs such as cost-per-lead, ROI, or client conversion rates to evaluate success.

Example Budget Breakdown

Here's how an agent aiming for $200,000 in annual income might allocate their $20,000 marketing budget:

Non-Negotiables:

• MLS Fees: $1,500
• License Fees: $1,000
• Transactional Fees: $2,500

Optional Investments:

• Automated Farming Campaigns: $5,000
• Video Marketing: $3,000
• Open House Events: $2,000
• Social Ads: $5,000

This balanced approach covers essential costs while leaving room for creative, high-ROI strategies.

Supplementary Resources for Success

To help you maximize the value of your marketing budget, we’ve included these free resources:

• Free Marketing Budget Spreadsheet: Customize your budget in just minutes.
• Free Marketing Calendar Template: Plan your outreach efforts month-by-month.
• Free Real Estate Business Plan Template: Create a roadmap for your goals and strategies.

Real-Life Success Stories

"Using Corefact’s farming campaigns and tracking my marketing expenses with this spreadsheet completely changed my business. I stayed on budget, generated more leads, and hit my income goal!" - Sarah W., Top-Producing Agent

"The budget spreadsheet helped me focus on high-impact strategies like social media ads and video marketing while keeping my fixed costs in check. It's now my go-to planning tool every year." - Alex R., Real Estate Agent

Start Planning Your Marketing Budget Today!

Click below to download the Free Marketing Budget Spreadsheet and take the first step toward a more organized and successful 2025. Download Now

Need help?

Our Customer service team is ready to come to the rescue:
Call us: +(866) 777-3986
Monday through Friday 8:00 AM - 5 PM PST
Email: CS@Corefact.com