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All Playbooks
Intermediate7 steps

Build a repeatable listing-launch workflow

Outcome: Launch every listing consistently with no missed steps and less last-minute scramble.

Setup time
3–4 hours
Ongoing time
15 minutes per listing
Required tools
3

Tools you need

Transaction management platformRequired
CRMRequired
Marketing template toolRequired
AI writing assistantOptional
Scheduling toolOptional
Social media schedulerOptional

Step-by-step

1

Create the listing record

Open a new transaction in your platform the moment you sign the listing agreement. Fill all required compliance fields immediately.

2

Trigger the marketing checklist

Start a standardized checklist covering photography brief, description draft, flyer creation, social content, and email announcement.

3

Brief the photographer

Send your standard photography brief. Specify angles, required shots, delivery format, and turnaround.

4

Draft the listing description

Write or AI-draft the MLS description. Review for accuracy, tone, and compliance. Never publish an AI draft without verification.

5

Prepare marketing assets

Build social posts, email content, and print materials from your templates using the approved photography.

6

Schedule the launch sequence

Queue the email announcement, social posts, and MLS entry on a coordinated schedule.

7

Notify your database

Send a targeted note to buyer leads and sphere contacts who match the property profile.

Risks to watch

AI-generated descriptions should never include claims about school districts, neighborhood character, or proximity information without manual verification.

MLS rules vary. Review your board's AI and automated content policies before using generated copy.

Disclosure

Playbooks are based on documented workflows and practitioner testing. Tool availability, pricing, and features change. Verify current capabilities before committing to a workflow.

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