Pop-By & Appreciation Log — Track Client Gifts, Routes & Spend
🔥 Pop-By & Appreciation Log: Instant Download
Log every pop-by and client gift, plan drop-off routes and keep appreciation spending on budget.
A client appreciation log in one Excel workbook: 3 working tabs plus Start and Disclaimer, in one file that is yours to keep.
✨ What It Does for You
- Remember every gift: who, what, cost and follow-up
- Plan drop-off runs by neighborhood with estimated cost
- Compare budget vs actual spend each month
- Keep gift ideas and a monthly budget on Start
📦 What's Inside
- Start and Disclaimer: market, monthly appreciation budget, and preferred gift ideas, a 5-step how-to, a sheet map, and a plain-language disclaimer
- Appreciation Log: date, contact, gift or item, cost, notes, follow-up, and done
- Route Planner: date, area or neighborhood, stops, gift plan, and estimated cost for each drop-off run
- Monthly Spend: budget vs actual spend by month, filled from your own log totals
💡 Who This Is For
- Agents who do seasonal pop-bys
- Teams with a client appreciation budget
- Agents who want gift records for their bookkeeper
🔄 Before and After
- Before: Forgetting who got a gift last season. After: An Appreciation Log with contact, gift, and follow-up
- Before: Drop-off runs that zigzag across town. After: A Route Planner grouped by area
- Before: Appreciation spending you never total. After: Monthly Spend with budget vs actual
⚡ Get Started in Minutes
- Download the .xlsx and open it in Excel or Google Sheets
- Set your monthly budget on Start
- Log each gift and plan routes
- Review Monthly Spend
- Pick from the dropdowns as you fill it in
Organization tool only. Not tax, legal, or brokerage advice. Keep receipts with your bookkeeper.
Sample data is fictional. Replace it with yours.
🔒 Instant Access
Once you purchase, you get immediate access to your file. It is yours to keep.
Optional: Sphere / Referral / Past-Client Prompt Pack: https://payhip.com/b/Lgn0I?utm_source=QHw6f_page
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Thank you for supporting a growing brand.
— Kyle P. Herrick, Founder
✔️ Satisfaction Guarantee
If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.
💬 Need Help?
Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.
Plan your next pop-by route today. Click Buy Now.
