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Real Estate Design Co
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Client List

$4.00
$4.00
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Description

Keep all important client information organized in one place with a 9-page Canva template bundle. The client list templates capture contact information, vendor preferences, family details, previous transactions, and referrals made to your business. Also included are templates to track client touchpoints, birthdays by month, and anniversaries by month so you never miss an opportunity to stay connected. All templates are sized 8.5" x 11". Customize, then print or use digitally. 

What's Included (9 Canva Templates):

  • Client List — 1-Page Version (2 Styles)
  • Client List — 2-Page Version (2 Styles)
  • Client Touchpoint Tracker
  • Client Birthdays by Month
  • Client Anniversaries by Month
  • Fully Customizable in Canva 
  • Download as PDF for Printing or to Use Digitally

Requirements: Requires a Canva account (free or pro version). 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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