Welcome!
Real Estate Design Co
0
1 9

Client List

$18.00
$18.00
Sale Sold out

Description

Build stronger client relationships and stay top of mind with a comprehensive client management system designed specifically for real estate professionals. This Google Sheets spreadsheet keeps all essential client details at your fingertips making it easy to deliver personalized service that keeps clients coming back.

Track every client interaction in the communication log, manage post-transaction follow-ups with an auto-populating 5-year timeline, and schedule touchpoints on convenient weekly calendars for birthdays, anniversaries, and general follow-ups. The client dashboard provides a quick visual overview of individual client files, while mailing list organization helps you target communication effectively.

What's Included:

  • 1 Google Sheet with 7 Essential Tabs
  • Client List with Comprehensive Detail Tracking
  • Client Dashboard for Quick Overview
  • Post-Transaction Timeline (Auto-Populating 5-Year Follow-Up)
  • Post-Transaction, Birthday & Anniversary Calendars
  • Communication Log (Auto-Populates on Dashboard)
  • Mailing List Organization
  • 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.

 View Product Details