How to Run Real Estate Marketing Campaigns With ClickUp
ClickUp can act as your central hub to organize, plan, and measure every part of your real estate marketing so you stay visible, consistent, and ready to convert leads into clients.
This how-to guide walks you through building a simple, repeatable system for real estate marketing based strictly on strategies from the ClickUp real estate marketing guide.
Step 1: Map Your Real Estate Marketing Goals in ClickUp
Before you launch campaigns, clarify what success looks like and structure those goals inside ClickUp so you can track progress over time.
Define measurable goals
Start by listing the results you want from your real estate marketing, such as:
- Number of leads per month
- Listing appointments booked
- Closed transactions per quarter
- Email subscribers added
Turn each goal into a task or goal item and give it:
- A numeric target (for example, 30 new leads/month)
- A timeframe (monthly, quarterly, yearly)
- An owner (you or a team member)
Organize goals by portfolio in ClickUp
Create a simple structure so every lead source is easy to evaluate:
- Create a Space named “Marketing”.
- Add Folders for each main channel, such as Social Media, Email, Website, and Local Outreach.
- Inside each Folder, add Lists for specific campaigns or timeframes (for example, “Q1 Listings Push”).
This structure makes it simple to connect every campaign and task to a clear marketing goal inside ClickUp.
Step 2: Build a Real Estate Content Calendar in ClickUp
Consistent content helps you stay top of mind. A ClickUp content calendar keeps every post, video, and email in one place.
Set up your calendar views in ClickUp
To manage ongoing content easily, use these views:
- List view for drafting and editing content details.
- Calendar view to see posts and emails by date.
- Board view to move items through stages such as Idea, Drafting, Editing, Scheduled, and Posted.
Create custom fields for your content tasks, including:
- Channel (Instagram, Facebook, TikTok, YouTube, Blog, Email)
- Content type (Listing, Testimonial, Educational, Market Update)
- Target audience (buyers, sellers, investors)
- Due date and publish date
Plan content topics for real estate
Base your calendar on topics that help prospects at each stage of their journey:
- Neighborhood spotlights
- Listing walkthroughs and open house previews
- Market updates and pricing trends
- Home buying and selling tips
- Client success stories and testimonials
Add each idea as a task in your content List, assign an owner, set a due date, and attach scripts or image files so ClickUp becomes the single source of truth for your content.
Step 3: Organize Listing Promotion Workflows With ClickUp
Every new listing needs a predictable marketing checklist. Using ClickUp, you can turn that checklist into a reusable workflow.
Create a listing template in ClickUp
For each new property, you likely repeat similar steps. Capture them once in a task template, including:
- Gather property details and disclosures
- Schedule photography and videography
- Write MLS and website descriptions
- Create social media assets
- Launch email campaign to buyers and agents
- Update sign and flyer boxes
- Run open house promotions
In ClickUp, build a task with all these subtasks, save it as a template, and reuse it for each new listing so no marketing step is missed.
Track listing marketing progress
Use statuses in ClickUp such as Not Started, In Progress, Scheduled, Live, and Complete to track where each listing campaign stands. For higher-end or time-sensitive listings, you can:
- Add priority flags for urgent items like launch dates.
- Use reminders for time-bound actions such as open house ads.
- Attach proofs, photos, and brochures directly to the listing task.
Step 4: Manage Social Media Campaigns Using ClickUp
Social media helps you showcase your expertise and personality. Centralizing your planning in ClickUp keeps you consistent and strategic.
Build a social media workflow in ClickUp
Create a List called “Social Media Campaigns” and add tasks for each post or series of posts. For each task, define:
- Platform (Instagram, Facebook, LinkedIn, TikTok)
- Objective (brand awareness, lead generation, nurture)
- Caption, hashtags, and media attachments
- Publishing date and time
Use custom statuses like Planning, Drafting, Needs Review, Approved, and Posted so you always know what is ready to publish and what still needs work.
Repurpose content smarter
To get more from your efforts, use ClickUp tasks to link related pieces of content. For example:
- Turn a long-form video tour into shorter clips for social reels.
- Convert a market update email into a carousel post.
- Use snippets from a blog article as weekly tips.
Store all scripts, graphics, and final files in each task so you can easily duplicate winning campaigns for future listings or markets.
Step 5: Capture and Nurture Leads With ClickUp
Marketing only pays off when leads are captured and followed up. Use ClickUp to keep every contact and conversation organized and actionable.
Centralize your lead pipeline
Create a List named “Lead Pipeline” and represent each lead as a task. Set stages to reflect where they are in your sales process, such as:
- New Lead
- Contacted
- Qualified Buyer or Qualified Seller
- Listing Appointment Set
- Active Client
- Closed
Then, add fields for:
- Lead source (email, social, open house, referral, website)
- Budget or estimated price range
- Ideal neighborhood or property type
- Timeline (immediate, 3–6 months, 6–12 months)
Connect ClickUp to your marketing tools
Use integrations or simple automations so that:
- Form submissions from your website or landing pages create new lead tasks.
- Follow-up reminders are automatically scheduled after open houses or events.
- Notes from calls and meetings are logged inside each lead task.
This keeps your follow-up system reliable without forcing you to remember each next step on your own.
Step 6: Track Performance and Improve Using ClickUp
Real estate marketing works best when you measure results and improve your campaigns over time. Use ClickUp to record and review your metrics regularly.
Log key marketing metrics in ClickUp
Create a recurring task for monthly or weekly reporting. In that task or in a dedicated List, track:
- Leads generated by each channel
- Appointments booked from each campaign
- Closed deals attributed to specific marketing activities
- Engagement on social media content
- Email open and click-through rates
Attach screenshots, reports, and notes to keep a running history. Over time, you will clearly see which strategies deserve more budget and which can be pruned.
Run regular marketing reviews with ClickUp
Schedule a recurring meeting task every month and attach your reports, campaign notes, and ideas. During your review, ask:
- Which channels brought in the most qualified leads?
- Which listings got the best response and why?
- What messages, visuals, or offers performed best?
- Which experiments should we run next month?
By keeping this review process inside ClickUp, you maintain an ongoing playbook that can be reused and refined as your real estate business grows.
Next Steps: Systematize Your Real Estate Marketing
Use these steps to turn scattered promotional efforts into a structured marketing engine powered by ClickUp. Start with your goals, build a content calendar, standardize listing campaigns, manage social media, centralize leads, and continually optimize based on performance data.
If you want additional help designing a scalable workflow and automation layer around your marketing system, you can explore consulting and implementation resources at Consultevo.
With a clear plan and a single workspace to manage it all, your real estate marketing becomes easier to execute, easier to measure, and far more likely to generate consistent clients.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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