It’s crucial to have a base plan for your real estate business. Organized data and systematized processes. An intelligent CRM is ideal for growth-minded companies, but even Google sheets can serve as a valuable starting point. Did you know that they have a library of pre-made templates to help make organizing your business (and your workouts, finances…life!) much much easier? Here’s how to check them out:
When you’re logged into your Gmail account, on the Sheets homepage, just click on their template gallery to get an idea of all the possibilities. Thumbnails highlight each option, and one click lets you open your own version and begin working in the template. Your work will automatically be saved in your Google Drive so you can tweak and tinker with it as often as you like.
You can also share this with your team/assistants/anyone who needs to access the data as well. One of the most beautiful features in Google Sheets is that you can collaborate with others in real time!
Here are our top 7 favorite templates for Real Estate businesses:
Real Estate Project Tracking Template
Get all the pieces and numbers you need for tackling a project in one place. Bring it all together with this Project Tracking Google template. Define your project (open house planning, a new direct mail campaign to plan, details for a big listing, whatever you need to drive your real estate business forward!) Determine the scope of your project, set due dates, and even assign other users of the spreadsheet to the task. Remember: Sheets is all about collaboration, so don’t hesitate to include your team in this spreadsheet.
Weekly Real Estate Time-Block Template
It can be difficult to find time to prospect…Or perhaps it’s your lead nurturing that could use some dedicated time on the calendar. Wherever you’re lacking or procrastinating, this time sheet template can help you build a daily schedule with time blocks for making sure tasks get completed and you’re driving your real estate business forward. This template helps you break down your day and create a schedule to make sure nothing slips through the cracks.
Real Estate Business Gantt Chart Template
A Gantt Chart helps keep you focused on what needs your attention at any given time. Gantt charts are basically bar charts that illustrates a project schedule. The chart lists the tasks to be performed on the vertical axis, and time intervals on the horizontal axis. The width of the horizontal bars in the graph show the duration of each activity.
Fill in your tasks and due dates, and this Gantt Chart template will help you plan out exactly what should be completed and when. This format is really helpful when you’ve got projects with interconnected steps, when you need to complete something before moving on.
Real Estate Employee Scheduling Template
Round-Robin, Agent-on-Duty, and even a real estate business that uses a hybrid team model can benefit from this template for shift scheduling. This is also super handy if anyone in your office is part time, or if you’re hiring some temp help during the summer. Managing part-time employees often means juggling their schedules and working around their other commitments, so keep it simple and share this template with the team.
Real Estate Business Budgeting Template
Keeping income, expenses and all the financial details of your business can be a daunting task. While you’ll certainly need a more robust plan as you grow, if you’re just starting out, this budget template is a way to get everything tracked and on paper. If you already have a system for your company budget, this template can also help with budgets for long-term projects, smaller teams, separate offices, etc.
Pros & Cons Template for Real Estate (and beyond!)
Deciding which house to buy can be equal parts exciting and stressful for your clients. As an expert, you know it can be a balancing act between finding a house that’s a perfect fit for their lifestyle, budget and long-term financial goals. A Pros & Cons list can be a very helpful exercise when sizing up different properties and a great tool to share with your homebuyers. Help them fill our the pros and cons in this template after you’ve visited properties so they can keep everything straight and in perspective.
Real Estate Event Marketing Timeline Template
Scheduling ads? Have an open house to promote a listing? Here’s a handy template to help you track your basic marketing campaigns to drive awareness of your real estate business. It’s also a great way to document every task associated with each effort and make sure everything gets checked off of the list.
Spreadsheets can certainly help with organizing some of the aspects of your business, but don’t depend on them to help you get you to your business goals. As supplemental tools they can help with organization, but in order for your real estate business to flourish and grow, you need to be backed by smart technology to help you stay even more productive and efficient, and to keep everyone on the same page.