{"product_id":"real-estate-agent-follow-up-tracker-client-management-google-sheets-digital-download","title":"Follow-Up Tracker","description":"\u003cp\u003eStay 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.\u003c\/p\u003e\n\u003cp\u003eCustomize 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.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e5 Interactive Tabs\u003c\/li\u003e\n\u003cli\u003eClient Follow-Up Checklists (40-Point, Buyers \u0026amp; Sellers, Auto-Calculated Completion %)\u003c\/li\u003e\n\u003cli\u003eFollow-Up Planner (Schedule, Reason, Notes, Completion Checkbox)\u003c\/li\u003e\n\u003cli\u003eFollow-Up Calendar (Visualize Upcoming, Completed \u0026amp; Pending Tasks)\u003c\/li\u003e\n\u003cli\u003eClient Communication Log (Calls, Emails, Meetings)\u003c\/li\u003e\n\u003cli\u003eClient Overview Dashboard (Dropdown Menu, Full Client Summary)\u003c\/li\u003e\n\u003cli\u003eCustomizable (Hide Columns, Adjust Checklist)\u003c\/li\u003e\n\u003cli\u003eDetailed Instructions + YouTube Video Tutorials\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements: \u003c\/strong\u003eRequires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826745495843,"sku":"43","price":12.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/edb1052e-il_fullxfull.7542735079_64v2.jpg?v=1773250467","url":"https:\/\/realestatedesignco.com\/products\/real-estate-agent-follow-up-tracker-client-management-google-sheets-digital-download","provider":"Real Estate Design Co","version":"1.0","type":"link"}