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Shop Bundles
Your first impression with a new client starts before you ever meet them. Sending a professional intake form signals that you run a real business - one that takes their time and information seriously.
This bundle includes both intake questionnaires in one download - one for buyers, one for sellers. Send the right form to the right client before your first consultation and walk in already knowing who they are and what they need.
Make a copy, add your logo, and start using it today.
THIS IS FOR YOU IF:
You're collecting client information over text, email, or verbally and things keep getting missed
You want to look more professional from the very first touchpoint
You're tired of spending the first 20 minutes of every consultation asking basic questions
You want one consistent intake process for every buyer and every seller
WHAT'S INCLUDED:
Fully editable - add your logo, brand colours, and questions
Make a copy in Google and start using immediately - no account required beyond Google
Set up in under 30 minutes. Use for every client from this day forward.
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.
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.
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:
Buyer Lead Drip Campaign - 12-email, 60-day conversion sequence
Seller Lead Drip Campaign - 12-email, 60-day conversion sequence
Bonus: Emails & Strategy guide (Google Doc) — no Flodesk required, plug the copy into any email marketing or CRM system you use
Fully editable - customize to your voice, your market, and your real client stories
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.