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Marketing Planning Resources
From ideation to completion, these resources empower you to reach your marketing goals with tools to develop a new marketing strategies or polish your existing one.
Each of these resources is a standalone tool, designed to be explored and utilized independently. While they can complement each other, they are not meant to be used as a cohesive system. Instead, they offer unique, flexible solutions to help you tackle specific aspects of your marketing strategy, whether you're starting from scratch or fine-tuning your existing approach.
Agent Marketing Playbook 2026
At Coldwell Banker Tomlinson, we believe that true success doesn’t happen by chance—it’s built through purpose, persistence, and partnership.
The Agent Marketing Playbook was designed with you in mind—to help you create a focused, effective marketing strategy that aligns with your personal goals and reflects the strength of both the Coldwell Banker brand and our Tomlinson Family of Companies.
Inflow Marketing Workbook
Within this Inflow Marketing Workbook you’ll learn methods for developing and leveraging your database to strategically generate leads and build relationships through touch marketing.
Throughout this workbook you’ll learn about a few tried-and-true real estate marketing strategies and campaigns, with examples of how to execute them.
Marketing Planner Excel Sheet
This marketing planner template for Excel contains everything you need to plan a wide variety of marketing campaigns, including email, social media, website, CRM and more.
Marketing & Prospecting Plan and Budget
A budget is a crucial part of any marketing plan. It gives a clear overview of all the costs associated with carrying out your marketing activities, including advertising, prospecting, branding and more. Creating a marketing budget can help you stick to your plan and avoid unanticipated costs, reducing the possibility of overspending.
Manage your marketing budget with this PDF template to help you keep track of your costs throughout the year.
Annual Marketing Events Planner
Keep track of all of your marketing efforts throughout the year by logging them in this Excel file. You'll be able to log the format used, start and end dates, costs and desired/actual results.
