Buyer Intake Questionnaire - Google Form Template

CA$77.00

The agents who deliver the best buyer experience don't just show more homes, they ask better questions before they start.

This Google Form gives you a professional, structured way to understand your buyer's goals, lifestyle, timeline, financing situation, and home criteria before your first consultation. Walk in prepared. Spend your meeting on strategy, not data collection.

Make a copy, add your branding, and start using it today.

THIS IS FOR YOU IF:

  • You're collecting buyer information over text or scattered notes and things keep getting missed

  • You want to understand not just what your buyers want but why - so you can serve them better

  • You want a professional first touchpoint that sets the tone for the entire relationship

  • You want one consistent intake process for every buyer

WHAT'S INCLUDED:

  • Fully built Buyer Intake Questionnaire - Google Form Template

  • Lifestyle and home preference questions

  • Budget and timeline questions

  • Communication preferences section

  • Fully editable - add your logo, brand, and any additional questions

  • Make a copy in Google and start using immediately

Set up in under 20 minutes. Send to every buyer before your first consultation.

All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.

The agents who deliver the best buyer experience don't just show more homes, they ask better questions before they start.

This Google Form gives you a professional, structured way to understand your buyer's goals, lifestyle, timeline, financing situation, and home criteria before your first consultation. Walk in prepared. Spend your meeting on strategy, not data collection.

Make a copy, add your branding, and start using it today.

THIS IS FOR YOU IF:

  • You're collecting buyer information over text or scattered notes and things keep getting missed

  • You want to understand not just what your buyers want but why - so you can serve them better

  • You want a professional first touchpoint that sets the tone for the entire relationship

  • You want one consistent intake process for every buyer

WHAT'S INCLUDED:

  • Fully built Buyer Intake Questionnaire - Google Form Template

  • Lifestyle and home preference questions

  • Budget and timeline questions

  • Communication preferences section

  • Fully editable - add your logo, brand, and any additional questions

  • Make a copy in Google and start using immediately

Set up in under 20 minutes. Send to every buyer before your first consultation.

All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.

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Bundles

Client Email System Bundle - Buyer, Seller & Nurture
CA$377.00

Your clients deserve a consistent, professional communication experience at every stage: from the moment they sign with you to a year after closing. This bundle gives you all three email systems in one download.

Together they cover the entire client relationship lifecycle: active buyer clients, active seller clients, and your database of past clients and warm leads.

27 emails total across three complete systems.

THIS IS FOR YOU IF:

  • You want to cover your entire client communication in one purchase

  • You're tired of writing from scratch for every buyer, every seller, and every database touchpoint

  • You want a consistent, professional email experience that runs with or without you

  • You're ready to build a referral machine on autopilot

WHAT'S INCLUDED:

  • Buyer Client Email System - 11 professionally written emails covering consultation to one-year anniversary

  • Seller Client Email System - 11 professionally written emails covering pre-listing to one-year anniversary

  • Nurture Notes - 5 relationship-building emails for your database and past clients

  • Bonus: Emails & Strategy guide (Google Doc) — no Flodesk required, plug the copy into any email marketing or CRM system you use

  • Fully editable to match your voice and brand

Use them as automated Flodesk sequences or send manually. Either way they're already written.

All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.

Lead Nurture Bundle - Buyer & Seller Drip Campaigns
CA$297.00

Most leads don't go cold because they changed their mind. They go cold because no one followed up in a way that earned their trust.

This bundle gives you both conversion sequences in one download : 12 emails for buyer leads and 12 emails for seller leads. Two complete 60-day arcs, fully written, ready to activate in Flodesk or paste into any platform you already use.

24 emails total. Both sequences. Active in under an hour.

THIS IS FOR YOU IF:

  • You have both buyer and seller leads sitting in your CRM that haven't converted

  • You want one system that handles lead nurture for your entire pipeline

  • You're running two separate businesses, buyers and sellers, and need both covered

  • You want the best value on both sequences

WHAT'S INCLUDED:

24 emails. Two complete systems. One purchase.

All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.

Complete Client Management Operations Bundle - All 4 Templates
CA$497.00

Running a real estate business means managing buyers and sellers at every stage simultaneously. This bundle gives you the complete operational view - both the detailed transaction checklists and the bird's eye pipeline boards for buyers and sellers.

Four templates. One complete system. Set up in under an hour.

THIS IS FOR YOU IF:

  • You're managing buyers and sellers at the same time and things are starting to slip

  • You want one place to see your entire pipeline AND a detailed checklist for every transaction

  • You're building a team and need documented systems everyone can follow

  • You're ready to run your entire business like a CEO, not a solopreneur

WHAT'S INCLUDED:

  • Buyer Workflow - detailed transaction checklist, duplicated for every buyer (6 phases from prep to post-close)

  • Buyer Management Tool - visual pipeline board showing all buyers from lead to closed

  • Seller/Listing Workflow - detailed transaction checklist, duplicated for every seller (8 phases from new lead to post-close)

  • Listing Management Tool - visual pipeline board showing all listings from lead to closed

  • Fully editable - customize phases, tasks, and timelines to match your process

  • Bonus: Google Doc checklist version included — no Asana (or Asana Starter) required to run this system

This is the complete operational backbone for your buyer and seller business. Set it up once, use it for every transaction.

Please Note: These templates include Custom Fields, a feature available exclusively with an Asana Starter (formerly Premium) plan or higher. To use the templates exactly as designed, you’ll need an active paid Asana subscription. If you’re using Asana’s free plan, the templates can still be imported, but certain features such as Custom Fields will not be available.

All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.