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Real Estate Design Co
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Follow-Up Tracker

$12.00
$12.00
Sale Sold out

Description

Stay organized and on top of every client relationship with a comprehensive follow-up tracker Google Sheet designed specifically for real estate agents working with both buyers and sellers. The tracker includes 5 interactive tabs: a client follow-up checklist with a customizable 40-point checklist for buyers and sellers with auto-calculated completion percentage; a follow-up planner to schedule follow-ups with reason, notes, and completion checkbox; a follow-up calendar to visualize upcoming follow-ups by start date showing completed and pending tasks; a client communication log to document every call, email, and meeting in one central place; and a client overview dashboard that pulls together pipeline information, communication logs, checklist items, and follow-ups for each client by selecting their name from a dropdown menu.

Customize the template to your unique workflow by hiding columns you don't need and adjusting the checklist to match your process. Detailed instructions and YouTube video tutorials are included to guide you through setup.

What's Included:

  • 5 Interactive Tabs
  • Client Follow-Up Checklists (40-Point, Buyers & Sellers, Auto-Calculated Completion %)
  • Follow-Up Planner (Schedule, Reason, Notes, Completion Checkbox)
  • Follow-Up Calendar (Visualize Upcoming, Completed & Pending Tasks)
  • Client Communication Log (Calls, Emails, Meetings)
  • Client Overview Dashboard (Dropdown Menu, Full Client Summary)
  • Customizable (Hide Columns, Adjust Checklist)
  • Detailed Instructions + YouTube Video Tutorials

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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