Free Canva template for your listing presentation

Lead Fleet has created a free Canva template that agents can add to a listing presentation or vendor marketing kit. It is designed to be used with Amplify social listing ads. Add your logo, download it as a PDF or print it, and you have a professional explanation of your social media advertising ready for the vendor.

This article covers what the template is for, how to customise it properly, and how to use it in the appointment so it helps you win the listing.

What the template does for you

The template is built to do three jobs in a listing presentation.

• Show a clear point of difference. Many agents say they will advertise on social media. Few explain how. A structured, branded document makes your approach look considered.
• Give the vendor a clear social media advertising strategy. Vendors see what will happen, in what order, rather than a vague promise.
• Offer clear social ad packages. The vendor can choose from defined options instead of being asked an open question about budget.

Used well, those three things can help improve your close rate. They will not do it alone. The rest of your presentation, your pricing advice and your local knowledge still carry the pitch.

How to customise the template in Canva

Canva is free to start with and easy to learn, so you do not need a designer. Spend 20 to 30 minutes on setup once and you can reuse the file for every appointment.

1. Open the template and save your own copy. This keeps the original intact for the next listing.
2. Add your logo. Place it where your other presentation pages carry it.
3. Match your brand colours and fonts. Canva lets you apply your agency colours so the pages look like part of the same document.
4. Check every package. Make sure the packages describe what you will actually deliver, at the price you will actually charge. Edit anything that does not match your agency.
5. Proofread. Look for typos, wrong contact details and anything that no longer applies.
6. Export. Download as a PDF for email, or print it for the appointment.

Keep a master file and a vendor copy

Store the master template in a folder with your other listing presentation materials. For each appointment, copy it and personalise the cover page with the vendor's name and address. A small touch like this shows effort.

How to describe your ad packages

The packages are where vendors decide. Keep them simple and easy to compare. For each package, write down the following.

• The goal. For example, getting the listing in front of local buyers in the lead-up to the first open home.
• The duration. How long the ads will run.
• The cost to the vendor. A clear figure that you have confirmed, with no hidden extras.
• What the vendor receives. For example, a report on how the campaign performed.

Two or three packages are enough. More than that makes the decision harder. If you are unsure what to call them, use plain names that describe the level of exposure, not marketing slogans.

Where to use it

In the listing presentation

Place the social media pages after your market appraisal and before your fees. By then the vendor knows you understand the property, and the plan shows how you will find the buyer.

In your marketing kit

Include the PDF in the pack you leave behind or email afterwards. Vendors often compare agents after the meeting. A clear document in their inbox is easy to forward to a partner who was not there.

As a conversation guide

You can also use the template as a talking guide rather than a handout. Walk through the strategy page, then the packages, and ask which suits the vendor's timeline.

Check it before every appointment

Before you walk in, confirm the template reflects your current packages and contact details. Look at the sample ad or any example pages and make sure nothing refers to a listing you no longer have. Take a printed copy and a digital copy, in case the room has no screen.

Back it up with evidence

A template explains the plan. Evidence proves you can deliver it. Add a real report from a past campaign and, where possible, a draft ad for the vendor's own property. Only use results you actually achieved and have permission to share. Our article on presenting your social media advertising strategy to vendors covers the questions to expect and how to answer them.

If you use Amplify, you can generate draft campaigns and share previews with the vendor. The process is covered in launching an Amplify campaign.

After the vendor says yes

The template is not just a pitch tool. Once the vendor chooses a package, refer back to it when you confirm the plan. Send the agreed package in writing, schedule the campaign launch and tell the vendor when to expect their first report. Keeping the promise you made on the page is what earns referrals.

Other Canva uses for your agency

Once your presentation is set up in Canva, the same account can produce letterbox flyers, social posts and mail-outs in your brand. Our guide to using Canva in real estate has ideas to start with.

Get help with the strategy behind the template

Social media advertising does not need to be a daunting task. If you want help choosing packages or setting up Amplify for your agency, book a call with Lead Fleet.