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Buyer Management Tool

CA$167.00

When you have 3 buyers it’s manageable. When you have 8, things start to slip - and the one that slips is always the one who was about to refer you to their entire network.

The Buyer Management Tool gives you the bird’s eye view of every buyer in your pipeline at once, so you always know exactly where everyone stands without digging through notes, texts, or your calendar.

Think of it as the visual CRM you wish your brokerage gave you.


THIS IS FOR YOU IF:

  • You’re juggling multiple buyers and losing track of where each one is

  • You want to see your entire pipeline in one glance

  • You need something you can hand to an assistant so they can manage the overview without you

  • You’re ready to run your buyer business like a business, not a juggling act

WHAT’S INSIDE:

  • A visual pipeline board that moves every buyer through 4 stages:

    • ✦  Lead

    • ✦  Active Client

    • ✦  Under Contract

    • ✦  Closed

  • At-a-glance status for every buyer in your pipeline

  • Fully editable - add columns, tags, and details to match how you work

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

Built from the same systems we implement for top-producing agents and teams. Run every buyer transaction like a CEO.

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.

When you have 3 buyers it’s manageable. When you have 8, things start to slip - and the one that slips is always the one who was about to refer you to their entire network.

The Buyer Management Tool gives you the bird’s eye view of every buyer in your pipeline at once, so you always know exactly where everyone stands without digging through notes, texts, or your calendar.

Think of it as the visual CRM you wish your brokerage gave you.


THIS IS FOR YOU IF:

  • You’re juggling multiple buyers and losing track of where each one is

  • You want to see your entire pipeline in one glance

  • You need something you can hand to an assistant so they can manage the overview without you

  • You’re ready to run your buyer business like a business, not a juggling act

WHAT’S INSIDE:

  • A visual pipeline board that moves every buyer through 4 stages:

    • ✦  Lead

    • ✦  Active Client

    • ✦  Under Contract

    • ✦  Closed

  • At-a-glance status for every buyer in your pipeline

  • Fully editable - add columns, tags, and details to match how you work

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

Built from the same systems we implement for top-producing agents and teams. Run every buyer transaction like a CEO.

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.

Shop Bundles

Complete Client Management Operations Bundle - All 4 Templates
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 Pro) 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.

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.

Client Email System Bundle - Buyer, Seller & Nurture
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.

23 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
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.

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