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Shop Bundles
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.
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.