{"product_id":"real-estate-client-list-nurture-plan-google-sheets-client-management-follow-up-tracker-instant-download","title":"Client List \u0026 Nurture Plan","description":"\u003cp\u003eStay 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.\u003c\/p\u003e\n\u003cp\u003eCustomize 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.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e1 Google Sheet with 9 Tabs\u003c\/li\u003e\n\u003cli\u003eClient List to document essential client details, contact information, and vendor preferences\u003c\/li\u003e\n\u003cli\u003eNurture Plan to set your annual nurture plan and track follow-ups by date\u003c\/li\u003e\n\u003cli\u003eTransactions to document completed transactions and schedule related follow-ups\u003c\/li\u003e\n\u003cli\u003eReferrals to record referrals, track outcomes, and maintain referral history\u003c\/li\u003e\n\u003cli\u003eVendor List to maintain an organized list of trusted vendors with contact details\u003c\/li\u003e\n\u003cli\u003eCommunication Log to document all client communication in one place\u003c\/li\u003e\n\u003cli\u003eClient Dashboard with auto-populating summary by selecting client name from drop-down\u003c\/li\u003e\n\u003cli\u003eNurture Calendar to see all scheduled follow-ups in calendar view\u003c\/li\u003e\n\u003cli\u003eMailing Lists to generate clean mailing lists for each universal touchpoint (downloadable as CSV)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e 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.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826742808867,"sku":"300","price":30.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/b289bb14-il_fullxfull.7813987385_7usm.jpg?v=1773250439","url":"https:\/\/realestatedesignco.com\/products\/real-estate-client-list-nurture-plan-google-sheets-client-management-follow-up-tracker-instant-download","provider":"Real Estate Design Co","version":"1.0","type":"link"}