Client Relationship System for Real Estate Agents | Client Touch Calendar + Client Delight Playbook | Printable PDF Bundle
Two printables that work together: the Calendar tells you when; the Playbook tells you what.
- Client Touch Calendar (25 pp, undated): yearly touch plan, A/B/C sorting, sphere roster, birthday & home-anniversary tracker, goal tracker, 12 monthly pages, weekly tracker, call/text scripts.
- Client Delight Playbook (23 pp): delight philosophy, stage-by-stage plan from first contact to 365 days after closing, 55 low-cost ideas by budget, Legend Moment planner, intake sheet, gift tracker, scripts, 12-month checklist.
Created by Chris Groves, Broker at G&G Realty Group, Brevard & Pisgah Forest, NC. Instant digital download (ZIP). Personal business use only; no resale. Educational organizer, not legal, tax or financial advice.