Social Media Management Checklist

Unlock your real estate business's online potential! 🏡 This Social Media Management Checklist provides a step-by-step guide to captivating your audience, boosting engagement, and attracting qualified leads. From content calendars to ad campaigns, master your social media strategy and watch your listings shine! #realestate #socialmediamarketing #checklist #leadgeneration

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Strategy & Planning

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Define goals, target audience, and content pillars to guide social media efforts.

Define Overall Social Media Goals (e.g., lead generation, brand awareness)

Identify Target Audience Personas (Include demographics, interests, online behavior)

Which Social Media Platforms Will Be Used?

Outline Key Content Pillars/Themes (e.g., neighborhood spotlights, market updates, property tours)

Target Number of New Followers per Month

Competitive Analysis: Identify 2-3 Competitors and Note Their Strategies

Content Creation & Curation

2 of 7

Develop and gather engaging content aligned with the social media strategy.

Content Pillars (Select all that apply)

Gather High-Quality Photos (New Listings)

Write Engaging Captions for Property Photos

Number of Blog Posts to Repurpose for Social Media this Month

Video Content Focus (Choose One)

Create or Source Relevant Graphics (e.g., Infographics)

Research and gather industry news to share

Scheduling & Publishing

3 of 7

Plan and execute a consistent posting schedule across platforms.

Content Calendar Start Date

Next Content Audit Date

Optimal Posting Time (Platform 1)

Optimal Posting Time (Platform 2)

Number of Posts per Week (Instagram)

Number of Posts per Week (Facebook)

Content Distribution Platforms

Scheduling Tool Used

Community Engagement

4 of 7

Interact with followers, respond to comments, and build relationships.

Daily Comment Response Time (in hours)

Primary Engagement Focus

Review Response Template (for positive reviews)

Review Response Template (for negative reviews)

Preferred Methods for Addressing Concerns

Date of Last Community Engagement Review

Analytics & Reporting

5 of 7

Track key metrics, analyze performance, and make data-driven adjustments.

Total Reach (Last Month)

Website Clicks (From Social Media - Last Month)

Engagement Rate (%)

Follower Growth (Net)

Top Performing Content Type

Summary of Key Insights & Trends

Date of Last Report Generation

Platform Optimization

6 of 7

Ensure profiles are complete, optimized for search, and reflect the brand accurately.

Profile Picture - Professional Headshot?

Bio - Complete and Keyword-Rich?

Bio - Detailed Description (up to 155 characters)

Contact Information - Accurate & Updated?

Relevant Keywords Included in Profile?

Profile Link Clicks (Monthly)

Vanity URL Enabled (if available)?

Legal & Compliance

7 of 7

Adhere to real estate advertising regulations and social media platform policies.

Confirm Ad Disclosure Policy Adherence

Summary of Fair Housing Compliance Training

Is a Licensed Real Estate Professional Reviewing All Ads?

Date of Last Fair Housing Compliance Training

Notes on Specific State Advertising Regulations (e.g., California, New York)

Are Virtual Tours/Drone Footage Compliant?

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