How to Use ClickUp for a Real Estate Marketing Plan

ClickUp can turn a scattered real estate marketing process into a simple, repeatable system for every listing you manage. This how-to guide walks you step by step through setting up a real estate marketing plan using ready-made templates, custom task fields, and organized views inspired by the examples in the ClickUp real estate marketing plan templates article.

By the end, you will have a practical workspace that keeps your properties, deadlines, and campaigns aligned from pre-listing to closing.

Step 1: Set Up Your Real Estate Space in ClickUp

Start by creating a dedicated Space to keep all marketing projects for your listings organized.

1. Create a new Space and name it clearly, for example: Real Estate Marketing.

2. Add a Folder for each focus area, such as:

   • Active Listings

   • Buyer Campaigns

   • Seller Lead Generation

   • Closed Deals & Case Studies

3. Inside the Active Listings Folder, create one List for each property or building. This follows the structure highlighted in the original real estate marketing plan templates from ClickUp’s blog guide.

This Space and Folder setup keeps your tasks grouped by listing, while still giving you the option to see everything at once with higher-level views.

Step 2: Use ClickUp Templates for Listings and Campaigns

A key advantage of ClickUp is the ability to turn a winning process into a reusable template. For real estate marketing, you want a template that maps out every step from preparing the listing to post-sale follow-up.

Create a Listing Marketing Template in ClickUp

1. Open any Listing List and create tasks for every major phase:

   • Property prep and staging

   • Photography and video

   • Signage and print materials

   • MLS and portal publishing

   • Social media campaigns

   • Email marketing and open house invites

   • Offer management and follow-ups

2. For each phase, break work into detailed subtasks. For example, under Photography and video:

   • Schedule photographer

   • Confirm access with seller

   • Upload photos and video

   • Approve final media

3. Once your standard workflow is in place, save this List as a template in ClickUp. Name it something like Standard Listing Marketing Plan.

Now, every new property can reuse this checklist, ensuring consistent quality and fewer missed steps.

Create a Content Calendar Template in ClickUp

The original ClickUp article emphasizes the value of organizing marketing content across platforms. Replicate that system with a content calendar List:

1. Create a new List in your Space named Content Calendar.

2. Add tasks for each content piece, such as social posts, blogs, videos, or listing announcements.

3. Save this List as a template so you can quickly spin up calendars for new developments, neighborhoods, or seasonal campaigns.

Step 3: Build Custom Fields in ClickUp for Real Estate Data

Real estate work depends on property-specific details. Custom Fields in ClickUp let you add those directly to tasks and Lists.

Within your Listing Lists, add custom fields such as:

• Property Address (text)

• List Price (currency)

• Property Type (dropdown: single-family, condo, land, commercial, etc.)

• Square Footage (number)

• Bedrooms/Bathrooms (number)

• Seller Name & Contact (text)

• Listing Status (dropdown: coming soon, active, under contract, sold)

These fields mirror the structured approach shown in the ClickUp real estate marketing templates and help you filter and sort listings quickly, especially when you scale to dozens of active properties.

Step 4: Map Your Workflow Stages in ClickUp Views

Visualizing your workflow is essential to seeing exactly where each listing is in the marketing process.

Set Up a Board View in ClickUp

1. For each Listing List, add a Board view.

2. Use task statuses that match your marketing stages, such as:

   • Planning

   • In Progress

   • Waiting on Client

   • Published

   • Under Contract

   • Closed

3. Drag tasks between columns as you move through your plan. This setup is similar to the status flows recommended in ClickUp’s templates.

Use Calendar and List Views in ClickUp

Next, add additional views to track timing and workload:

• Calendar View: See photography dates, open houses, and publishing deadlines laid out on a calendar. Filter the view by Listing or by content type to avoid overlaps.

• List View: Use this for a detailed, sortable table of all tasks and properties, using your custom fields for quick filtering.

Switching between these views gives you both an overview and granular control for each marketing plan.

Step 5: Automate Routine Real Estate Tasks in ClickUp

Once your templates and fields are in place, you can automate repetitive actions with ClickUp automations.

Examples of helpful automations include:

• When a task status changes to Published, automatically set a due date for a follow-up task (for example, performance review in 7 days).

• When a Listing’s status changes to Under Contract, move key marketing tasks into a Closing section.

• When a due date is approaching, automatically assign the task to your marketing assistant or listing coordinator.

These automations echo the time-saving systems described in the original real estate marketing plan templates and keep your team consistent even during busy seasons.

Step 6: Collaborate With Your Real Estate Team in ClickUp

Collaboration is central to running a smooth marketing operation for properties.

Use the following collaboration features:

• Task comments: Keep discussions about each listing inside its task. Tag photographers, stagers, and transaction coordinators as needed.

• Attachments: Store photos, listing presentations, brochures, and contracts right in the property’s List or task.

• Checklists: Break down complex events like open houses into step-by-step checklists so nothing is missed.

Because everything lives in one ClickUp workspace, you avoid scattered emails and missing information.

Step 7: Track Performance and Improve Your Plan in ClickUp

The ClickUp blog source emphasizes turning your plans into measurable, repeatable systems. Once your marketing plan template runs for a few listings, start tracking results.

• Add fields or comments to record days on market, number of showings, and offer details.

• Use dashboards or reporting views to monitor how quickly tasks move through each status.

• Revise your templates based on what’s working—tweak timelines, add new tasks for effective channels, or remove steps that are rarely needed.

This feedback loop transforms your ClickUp setup into a long-term competitive advantage.

Next Steps: Expand Your Real Estate Systems

When your real estate marketing workflow runs smoothly in ClickUp, you can extend the same approach to operations, transactions, or recruiting. For strategy help across tools and processes, you can also learn from optimization experts at Consultevo, who focus on streamlined digital systems.

To dive deeper into the original templates and examples that inspired this how-to guide, review the detailed breakdown in the official ClickUp real estate marketing plan templates article. Combine those resources with the steps above and you will have a complete, scalable marketing engine for every listing you handle.

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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