19.png
20.png
21.png
22.png
23.png
24.png
19.png
20.png
21.png
22.png
23.png
24.png

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.

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.

Shop Bundles

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.

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
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.

Client Onboarding Bundle - Buyer & Seller Intake Forms
Client Onboarding Bundle - Buyer & Seller Intake Forms
CA$127.00

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:

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.

Shop All