Client List & Nurture Plan

Description

Stay connected with your clients and build lasting relationships with this client list and nurture plan Google Sheet designed to document client relationships, communication, referrals, and transaction history with nurture follow-up tracking. This organized system supports long-term relationship management and consistent follow-up, all in one streamlined workspace. With 9 connected tabs, this Google Sheet allows you to store important client information, document completed transactions, record referral activity, and track post-closing and relationship-based follow-ups.

Customize in Google Sheets by entering client details, setting your annual nurture plan, documenting transactions and referrals, and tracking all communication. Dashboards, calendars, and mailing lists auto-populate based on your entries, giving you a clear, up-to-date view of each client relationship. The clean, professional layout is designed specifically for real estate workflows with no subscriptions or recurring fees. Purchase once and use it indefinitely.

What's Included:

• 1 Google Sheet with 9 Tabs
• Client List to document essential client details, contact information, and vendor preferences
• Nurture Plan to set your annual nurture plan and track follow-ups by date
• Transactions to document completed transactions and schedule related follow-ups
• Referrals to record referrals, track outcomes, and maintain referral history
• Vendor List to maintain an organized list of trusted vendors with contact details
• Communication Log to document all client communication in one place
• Client Dashboard with auto-populating summary by selecting client name from drop-down
• Nurture Calendar to see all scheduled follow-ups in calendar view
• Mailing Lists to generate clean mailing lists for each universal touchpoint (downloadable as CSV)

Requirements: Requires a Google account. This is a Google Sheets product and does not transfer to Excel. Digital download only—no physical product will be shipped.