1. Objective
This SOP defines how a Virtual Assistant (VA) executes the full listing marketing campaign — from the day the listing agreement is signed through the Just Sold announcement after closing — so every piece of marketing goes out on time, on brand, and in the right sequence.
Marketing a listing is not a collection of one-off tasks. It is a campaign with three distinct phases that build on each other. The pre-launch phase builds maximum anticipation. The active launch phase generates maximum exposure in the first critical window. The post-closing phase converts the closed sale into future business. Every phase has a checklist. Every checklist has deadlines. The VA owns the campaign calendar.
The first 7–10 days on market are the highest-traffic window a listing will ever have. Marketing that isn't ready at launch is marketing that misses its audience.
Where this SOP starts: Listing agreement signed — campaign folder created, photography and copywriting initiated.
Where this SOP ends: Just Sold campaign complete and all post-closing marketing assets filed.Success looks like: The agent shows up to the listing launch with everything ready — MLS draft approved, all social graphics and email assets built, photographer confirmed — and the VA executes the launch sequence without the agent managing a single logistics detail.
2. Your Role & Boundaries
2a. What you handle independently
- Creating the listing campaign project folder and campaign calendar
- Coordinating photography scheduling with the agent's preferred photographers
- Building all marketing assets per the Brand Style Guide (social graphics, email, flyer, postcard)
- Drafting all copy for agent review (property description, social captions, email copy)
- Managing the campaign calendar — tracking every deadline, sending reminders, flagging slippage
- Executing the launch sequence once the agent approves all assets
- Preparing and posting all social media per the agent's approved content calendar
- Sending email campaigns per the agent's confirmed send list and platform
- Coordinating Just Sold materials after closing is confirmed
2b. What requires agent approval before acting
- All marketing copy before it is used in any published asset — the agent reviews and approves every piece
- The campaign launch date — the agent confirms before the MLS goes live
- All listing photos selected for use — the agent or photographer selects the hero shot
- Any deviation from the campaign timeline (delay, early launch, skipped phase)
- The Just Sold announcement — the agent confirms after deed recording before any announcement goes out
- Any paid advertising — budget, platform, targeting, and creative require agent approval before launch
2c. What you never do
- You never negotiate on the agent's behalf under any circumstances.
- You never provide pricing, legal, or strategic opinions to any party.
- You never sign or initial any document on behalf of the agent, client, or any party.
- You never communicate directly with the other party's client.
- You never publish marketing content that has not been checked against the Brand Style Guide.
- You never launch the MLS listing without explicit agent confirmation.
- You never announce the property as sold until deed recording is confirmed — funding alone is not closing.
- You never tag or identify the seller in any public marketing without the seller's explicit permission.
When in doubt: Check the Brand Style Guide. If the asset isn't approved, it doesn't go out.
3. Schedule & Trigger
Trigger: Listing agreement signed and agent confirms campaign launch date.
Campaign timeline begins immediately: The pre-launch window is typically 10–14 days. Do not wait to start — photography lead times, copywriting, design, and MLS draft review all take time. Beginning the campaign the day after the listing agreement is signed is not too soon.
High-volume note: For an agent with multiple active listings, maintain a separate campaign calendar for each listing. Deadlines from two simultaneous campaigns can blur together. Use a named project folder and a per-listing timeline for every active campaign.
Sequence context: This SOP is the master campaign orchestrator for the listing side. It draws from Brand Style Guide for all visual and voice standards, Listing Launch Day Checklist for the MLS activation sequence, Just Listed Campaign for individual channel execution, and Just Sold Campaign for post-closing marketing.
If you are unable to complete this task: Notify the agent at the start of your absence or as soon as possible. Flag any open or time-sensitive items. The agent will determine whether to delegate or defer. Never let a recurring deadline pass without flagging it to the agent in advance.
4. Campaign Folder & Calendar Setup
On Day 0 (listing agreement signed), create the campaign project folder:
Google Drive folder structure:
[Agent Name] / Marketing / [Address] — [Year] /
├── 01 - Photos
├── 02 - Copy (property description, captions, email copy)
├── 03 - Graphic Assets (social graphics, flyer, email template, postcard)
├── 04 - MLS Draft
├── 05 - Campaign Calendar
└── 06 - Just Sold
Campaign calendar: Create a Google Sheet or calendar entry for each campaign milestone. Every deadline below gets an entry with an owner (VA or agent) and a status column.
5. Phase 1: Pre-Launch (Day 0 through Day of Launch)
The pre-launch phase exists to ensure everything is ready before the listing goes live — so launch day is an execution day, not a preparation day.
Default pre-launch window: 10–14 days before go-live. If the agent sets a shorter window, prioritize in order: photos → property description → MLS draft → social graphics → email → postcard.
Photography
| Step | Action |
|---|---|
| Day 0 | Confirm photographer with agent — use agent's preferred vendor list |
| Day 0 | Schedule shoot based on property and weather — agent confirms date |
| Day 1 | Send photographer the property address, access instructions, and any agent notes |
| After shoot | Confirm delivery timeline — photos should arrive at least 5 days before launch |
| On delivery | File all photos to 01 - Photos folder; flag hero shot candidate for agent selection |
If photos have not arrived 3 days before the planned launch, notify the agent immediately — a launch without final photos is not a launch.
Property Description
Prepare the property description following Property Description Writing. Draft the description as soon as the agent provides property details — do not wait for photos.
Send to agent for review with 48-hour turnaround request. File the approved version to 02 - Copy.
Marketing Asset Build
Build all assets using the Canva Brand Kit from Brand Style Guide Creation & Maintenance. All assets require agent approval before they are used.
| Asset | What to Build | Approval Required |
|---|---|---|
| Social graphics | Just Listed graphic (primary photo, price, address, agent branding) — at minimum one square format (Instagram) and one landscape format (Facebook) | Yes |
| Listing flyer | Single-page flyer with 3–4 photos, key features, price, agent contact | Yes |
| Email header | Feature photo with listing headline for the Just Listed email | Yes |
| Just Listed postcard | Design ready for print — see Just Listed Campaign (Social + Email + Postcard) for postcard specs | Yes |
File all completed assets to 03 - Graphic Assets.
MLS Draft
Prepare the MLS draft using MLS Listing Input. The MLS draft must be complete and agent-reviewed before launch day — the agent should be approving the draft, not building it, on launch morning.
File the approved MLS draft to 04 - MLS Draft.
Fair Housing compliance: All content created or published under this SOP must comply with the Fair Housing Act. The guiding principle: describe the property, not the people. Never use language that references, implies, or targets any person based on a protected class.
The seven federally protected classes are: Race, Color, Religion, National Origin, Sex (including sexual orientation and gender identity), Disability, and Familial Status (presence of children under 18, including pregnant women).
Prohibited language examples: "Perfect for a single professional" or "Great for empty nesters" (Familial Status); "Great Christian neighborhood" (Religion); any reference to neighborhood demographics (Race/National Origin).
Brokerage identification rule: The brokerage name must appear clearly and conspicuously in all advertising and marketing materials. Flag any content that describes a buyer type or neighborhood demographics to the agent before submitting for review.
Pre-Launch Readiness Confirmation
When all assets are built and approved, send the agent a pre-launch summary:
Hi [Agent Name] — [Address] pre-launch status:
Photos received and filed — YES
✓ Property description approved
✓ Social graphics approved
✓ Listing flyer approved
✓ Email template ready
✓ Postcard design ready for print order (pending your go-ahead)
✓ MLS draft approved
Ready to launch on [confirmed date]. Please confirm and I'll execute the launch sequence.
[VA Name]
Do not launch until the agent explicitly confirms.
6. Phase 2: Active Launch (Day 1 Through Day 7+)
The active launch phase is the highest-activity window. The goal is maximum exposure in the first week.
Launch Day Sequence
Follow Listing Launch Day Checklist for the full launch day execution. Summary sequence:
- MLS activated — morning only (target 8:00–9:00 AM)
- Just Listed social posts published across all platforms
- Just Listed email deployed to full database
- Paid ad campaign launched (if agent has authorized — agent confirms budget and targeting)
Meta Special Ad Category — Housing: Any paid advertisement on Facebook or Instagram for a real estate property must be created under the Special Ad Category: Housing in Meta Ads Manager. This is required by Meta policy and by fair housing law. Standard audience targeting (age, gender, geographic radius) is restricted under this category. Do not use standard targeting for real estate ads — always select Housing when creating or reviewing any Meta paid ad campaign for a property.
- Open house promoted on MLS and social (if applicable)
- Seller notification sent confirming listing is live
Days 2–7: Monitoring and Follow-Through
| Day | Action |
|---|---|
| Day 1–2 | Confirm listing has syndicated to Zillow, Realtor.com, and IDX sites — allow 24 hours |
| Day 3 | Follow up on paid ad performance if applicable — screenshot metrics for agent |
| Day 5 | Gather showing feedback per Showing Feedback Management |
| Day 7 | Prepare weekly seller activity report per Weekly Seller Update |
If the Listing Goes Under Contract
When an offer is accepted:
- Update MLS status to Under Contract (or Pending) per agent instruction
- Pause any paid advertising immediately — notify agent for confirmation
- Pause postcard print order if not yet mailed — notify agent
- Social post: "Under Contract" announcement, if agent wishes — draft and send to agent for approval
- Retain all campaign assets — they will be used for the Just Sold phase
7. Phase 3: Post-Closing (Just Sold Campaign)
The post-closing phase converts the closed sale into future listing leads. It should feel as planned and on-brand as the Just Listed launch — not an afterthought.
Trigger: Deed recorded and agent confirms closing — do not begin any Just Sold announcements before this confirmation.
Timeline goal: All Just Sold materials executed within 5 business days of closing.
Just Sold Sequence
Follow Just Sold Campaign for full execution detail. Summary:
| Asset | Timing |
|---|---|
| Just Sold social graphic | Post same day or day after closing — agent confirms timing |
| Just Sold email to database | Send within 2 business days — agent approves copy before send |
| Just Sold postcard to neighborhood | Mail within 5 business days — confirm with print vendor lead time |
| Testimonial/review request | Send to seller per agent's preferred review platform — agent approves timing and copy |
Just Sold graphic: Build using the same listing photo as the Just Listed graphic — brand consistency between the two pieces is intentional and reinforces the agent's market presence.
Seller tag policy: Tag the seller on social only if the seller has given explicit written or verbal permission. When in doubt, do not tag — ask the agent.
File all Just Sold assets to 06 - Just Sold in the campaign folder.
Campaign Wrap-Up
After all Just Sold materials are deployed:
- Confirm all campaign assets are filed and folder is complete
- Log campaign results for the agent (total showing count, days on market, final sale price vs. list price)
- Flag campaign folder as complete
8. Campaign Timeline Map
| Week | Phase | Key Milestones |
|---|---|---|
| Week -2 | Pre-Launch | Day 0: Folder created, photography scheduled, copywriting started |
| Week -1 | Pre-Launch | Photos delivered, MLS draft complete, all assets built, agent pre-launch approval |
| Launch Day | Active Launch | MLS live, social posts published, email deployed, paid ads launched |
| Week 1 | Active Launch | Syndication confirmed, first showing feedback gathered, seller update prepared |
| Week 2+ | Active Launch | Ongoing showing coordination, weekly seller updates, price reduction support if needed |
| Post-Close | Just Sold | Social, email, postcard, testimonial request — all within 5 business days |
9. Checklist
Phase 1: Pre-Launch
- ☐ Campaign folder created with all subfolders
- ☐ Campaign calendar built with all milestones
- ☐ Photography scheduled and confirmed with access instructions
- ☐ Photos received and filed — at least 5 days before launch
- ☐ Property description drafted and agent-approved
- ☐ Social graphics built and agent-approved (square + landscape)
- ☐ Listing flyer built and agent-approved
- ☐ Email template built and agent-approved
- ☐ Postcard design ready for print (pending agent go-ahead)
- ☐ MLS draft complete and agent-approved
- ☐ Pre-launch readiness summary sent to agent
- ☐ Agent explicitly confirmed launch date
Phase 2: Active Launch
- ☐ Launch day sequence executed per Listing Launch Day Checklist
- ☐ Syndication confirmed (Zillow, Realtor.com, IDX) within 24 hours
- ☐ Day 7 seller activity report prepared and delivered
- ☐ Showing feedback gathered and logged
Phase 3: Post-Closing
- ☐ Agent confirmed deed recorded before any Just Sold announcement
- ☐ Just Sold social graphic posted (agent-approved timing)
- ☐ Just Sold email sent to database (agent-approved copy)
- ☐ Just Sold postcard ordered and mailed to neighborhood
- ☐ Testimonial/review request sent (agent-approved)
- ☐ Campaign folder complete and filed
10. Escalation Protocol
Escalate to the agent immediately in any of these situations:
- A campaign asset (post, email, ad) is scheduled to publish and agent approval has not been received within 4 hours of the scheduled time
- The listing goes pending or under contract during an active campaign — all scheduled marketing must be paused or converted to "Under Contract" content
- A campaign email is delivered but contains an error (wrong address, wrong price, broken link) — flag to agent immediately; a correction email may be needed
- A paid ad is spending budget but generating zero leads after 72 hours — flag to agent before adjusting spend
- The listing is withdrawn or expired — all active campaign content must be deactivated immediately
Hi [Agent Name] — campaign issue on [Address] needs your decision.
Issue: [Approval pending / listing status change / email error / ad performance / campaign shutdown needed]
Scheduled / active items: [List what is in the queue or running]
Deadline for your decision: [Time by which action is needed]
Needed: [Approve / pause / cancel / advise on correction]
[VA Name]
If the agent is unreachable: Pause all unscheduled campaign items. Do not publish unapproved content. If the listing status changes and the agent is unreachable, pause all campaign activity proactively — it is always recoverable; publishing incorrect active marketing is not. Document all holds with timestamps.
11. Tools & Access
| Item | Details |
|---|---|
| Canva Brand Kit | [Per Brand Style Guide Creation & Maintenance — all marketing assets built from Brand Kit] |
| Google Drive — Marketing folder | [Campaign project folder created here for each listing] |
| MLS platform | [Per MLS Data Entry & Listing Input Standards — MLS draft and activation] |
| Email marketing platform | [Confirm platform and database list with agent during onboarding] |
| Social media platforms | [Confirm which platforms and access method — see Social Media Content Calendar Management] |
| Photography vendor list | [Agent's preferred photographers — confirm during onboarding] |
| Print vendor (postcards) | [Confirm vendor and lead time during onboarding] |
| Paid ad platform | [If applicable — Facebook Ads Manager or equivalent — confirm access and budget authorization] |
How to Use This Document
For every listing, your VA runs a three-phase marketing campaign: Pre-Launch (building all assets before go-live), Active Launch (maximum exposure in the first 7–10 days), and Post-Closing (leveraging the sale). Before they run any listing campaign, they need to know your preferences — which channels you use, how you want assets delivered, what your standard promotion budget is, and what the seller gets to see.
Every question shows our recommended default in bold. Complete this document once — it applies to every listing unless you specify exceptions for a specific property.
This document lives in your client file and is referenced at the start of every listing campaign.
Section 1: Marketing Channels
1.1 — Which marketing channels do you use for every listing?
| Channel | Use for Every Listing? | Notes / Exceptions |
|---|---|---|
| MLS (always) | Yes | _____ |
| Facebook (Just Listed post) | Yes / No | _____ |
| Instagram (Just Listed post) | Yes / No | _____ |
| LinkedIn (Just Listed post) | Yes / No | _____ |
| Email to buyer database | Yes / No | _____ |
| Email to agent network | Yes / No | _____ |
| Paid social media ads (Facebook/Instagram) | Yes / No | _____ |
| Google ads | Yes / No | _____ |
| Postcard / direct mail to neighborhood | Yes / No | _____ |
| Single property website | Yes / No | _____ |
| Property video / virtual tour distribution | Yes / No | _____ |
| Open house promotion (if applicable) | Yes / No | _____ |
| Zillow / Realtor.com (MLS auto-syndication) | Yes | _____ |
| Other: _____ | Yes / No | _____ |
1.2 — Are there any channels you use only for certain price points or property types?
Example: "I run paid ads on everything over $500K" or "Single property websites for luxury only."
| Channel | Condition for Use |
|---|---|
| _____ | _____ |
| _____ | _____ |
Section 2: Photography & Media
2.1 — Do you have a preferred real estate photographer?
| Name | Company | Phone | |
|---|---|---|---|
| Backup: |
2.2 — What is your standard media package per listing?
Check all that apply:
- ☐ Professional photography (interior + exterior)
- ☐ Drone / aerial photography
- ☐ Twilight / dusk photography
- ☐ Walkthrough video
- ☐ Matterport / 3D virtual tour
- ☐ Floor plan
- ☐ Other: _____
2.3 — How far in advance should your VA schedule the photographer after listing agreement is signed?
- ☐ Within 48 hours of listing agreement (recommended)
- ☐ Within 24 hours
- ☐ Agent schedules photography — VA does not contact photographer
2.4 — Where should the photographer deliver the final files?
- ☐ Directly to VA via email
- ☐ Directly to a shared Google Drive folder — link: _____
- ☐ WeTransfer or Dropbox — VA downloads immediately upon receipt
- ☐ Other: _____
Section 3: Pre-Launch Timeline
3.1 — What is your target pre-launch prep window?
How many days before the listing goes active should all marketing assets be ready?
- ☐ 14 days (recommended)
- ☐ 7 days
- ☐ As soon as photos are received
- ☐ Other: _____
3.2 — In what order should your VA complete pre-launch tasks?
Levrly standard order — confirm or adjust:
- Photography scheduled
- Project folder created in Google Drive
- Property description drafted (submitted for agent approval)
- MLS draft prepared (submitted for agent approval)
- Marketing graphics created in Canva (flyer, social, email header)
- Single property website set up (if applicable)
- Email draft prepared (submitted for agent approval)
- All assets reviewed by agent — final approvals
- Showing platform setup (per Showing Platform Setup & Management)
- Scheduled to go live on MLS at confirmed date/time
Adjustments:
3.3 — How should your VA notify you when pre-launch assets are ready for your review?
- ☐ Send everything to agent in one review batch (recommended)
- ☐ Send each asset as it is completed
- ☐ File everything in the listing folder — agent reviews at their own pace
- ☐ Other: _____
3.4 — How should assets be submitted for your review?
- ☐ Google Drive link to the listing folder (recommended)
- ☐ Email with attachments
- ☐ Canva share link
- ☐ Other: _____
Section 4: Active Launch (First 7 Days)
4.1 — On launch day, what is the posting sequence your VA should follow?
Levrly recommended order — confirm or adjust:
- MLS activated at agreed time
- Facebook post published — best exterior photo, price, key features
- Instagram post published
- LinkedIn post published
- Just Listed email sent to buyer database
- Paid ad campaign launched (if applicable)
- Single property website link shared in all posts
Adjustments to this sequence:
4.2 — What time do you want listing to go active in the MLS?
- ☐ 8:00–9:00 AM (recommended — catches early morning searches)
- ☐ First thing morning — as early as possible
- ☐ Other: _____
4.3 — What time should Just Listed social posts be published?
- ☐ 8:00–10:00 AM on launch day (recommended)
- ☐ Same as MLS activation time
- ☐ Other: _____
4.4 — How should your VA handle the buyer database email?
- ☐ Send to full buyer database
- ☐ Send to buyers in the matching price range and area only (recommended)
- ☐ Send to all active buyers only (not past clients or SOI)
- ☐ Agent approves the list before every send
Section 5: Paid Advertising
5.1 — Do you run paid social ads for listings?
- ☐ Yes — always
- ☐ Yes — for properties over $_____
- ☐ Yes — but only when the seller requests it
- ☐ No
5.2 — What is your standard ad budget per listing?
Budget: $ __ total per listing
Daily budget: $ __
Campaign duration: _____
5.3 — What ad objective do you typically use for listing ads?
- ☐ Reach / awareness (recommended for listings)
- ☐ Traffic to property website
- ☐ Lead generation (Facebook Lead Ad)
- ☐ Other: _____
5.4 — Who manages the paid ad account?
- ☐ VA manages all ads from setup through reporting
- ☐ Agent manages ads — VA prepares creative and briefs agent on setup
- ☐ Third-party ad manager: _____
5.5 — Where are your ad accounts?
| Platform | Business Manager / Account ID / URL |
|---|---|
| Meta Ads Manager | _____ |
| Google Ads | _____ |
Section 6: Direct Mail
6.1 — Do you send a Just Listed postcard to the neighborhood?
- ☐ Yes — always
- ☐ Yes — for properties over $_____
- ☐ No
6.2 — What is your mailing strategy?
- ☐ Surrounding neighborhood (200–500 homes — radius or subdivision) (recommended)
- ☐ Entire zip code
- ☐ Agent's SOI mailing list
- ☐ Custom list: _____
6.3 — What print vendor do you use?
- ☐ ProspectsPLUS
- ☐ QuantumDigital
- ☐ Other: _____
6.4 — Do you also send a Just Sold postcard after closing?
- ☐ Yes
- ☐ No
Section 7: Seller Communication & Reporting
7.1 — How often does the seller receive a campaign activity report?
- ☐ Weekly (recommended)
- ☐ After the first 7 days and then biweekly
- ☐ On request only
7.2 — What should the weekly seller report include?
| Item | Include? |
|---|---|
| MLS views (if available) | Yes / No |
| Zillow / Realtor.com views (if available) | Yes / No |
| Showings this week | Yes / No |
| Showing feedback summary | Yes / No |
| Social media post performance (reach/engagement) | Yes / No |
| Ad performance (impressions, clicks, spend) | Yes / No |
| Days on market | Yes / No |
| Price comparison to active/closed comps | Yes / No |
| Other: _____ | Yes / No |
7.3 — Who delivers the seller report?
- ☐ VA drafts and sends directly to seller
- ☐ VA drafts — agent reviews and sends (recommended)
- ☐ VA drafts — agent discusses verbally; VA does not send directly
7.4 — How should the report be delivered to the seller?
- ☐ Email (recommended)
- ☐ Text summary
- ☐ Agent calls — VA provides the data for the call
- ☐ Other: _____
Section 8: Post-Closing Campaign
8.1 — What do you do after a listing closes?
| Item | Do After Every Close? | Notes |
|---|---|---|
| Just Sold social media post | Yes / No | _____ |
| Just Sold postcard to neighborhood | Yes / No | _____ |
| Just Sold email to database | Yes / No | _____ |
| Testimonial / review request to seller | Yes / No | _____ |
| MLS updated to Sold status | Yes | _____ |
8.2 — How quickly after closing should the Just Sold campaign be executed?
- ☐ Same day as deed recording (confirmed sold — not just closing/funding day) (recommended)
- ☐ Next business day after closing
- ☐ When agent confirms — no fixed timeline
8.3 — Do you tag the seller in Just Sold social posts?
- ☐ Yes — if they consent
- ☐ No — never tag the seller
- ☐ Ask VA to confirm with agent per seller preference
Section 9: Asset Storage
9.1 — Where should all listing marketing assets be stored?
- ☐ Google Drive — organized by listing address (recommended)
- ☐ Dropbox
- ☐ Other: _____
9.2 — What sub-folders should exist in every listing's marketing folder?
| Sub-Folder | Include? |
|---|---|
| 01-Photos | Yes / No |
| 02-Video | Yes / No |
| 03-Flyers | Yes / No |
| 04-Social | Yes / No |
| 05-MLS Draft | Yes / No |
| 06-Just Sold | Yes / No |
| 07-Reports | Yes / No |
| Other: _____ | Yes / No |
Section 10: Anything Else
10.1 — Is there anything about how you run listing campaigns that your VA should know that isn't covered above?
10.2 — Are there any listing-specific exceptions to these standards you expect to come up regularly?
Sign-Off
By completing this document, you confirm that your VA is authorized to execute listing marketing campaigns within the preferences you've defined above. Levrly will keep this on file and reference it for every listing.
| Client Name | _____ |
| Date Completed | _____ |
| VA Name | _____ |
| Levrly Account Manager | _____ |
To update any decision in this document, contact your Levrly account manager or submit a change request through your client portal.