🔥 Pop-By & Appreciation Log — Instant Download Template

A done-for-you, fully editable template designed to save you time and help you get results fast.

A ready-to-use, professionally designed template that helps you log every pop-by and client gift, plan drop-off routes, and keep appreciation spending on budget without wasting hours doing it yourself. Perfect for agents who do pop-bys and client appreciation gifts.

✨ What You Get 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

📦 Visual Preview

Here’s a quick look at what’s inside your download:

💡 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 & After Using This Template

• 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

🏆 What Makes This Template Better

• Designed for real business use
• Clean, modern, professional layout
• Fully editable and easy to customize, even for beginners
• Instant download — start using it immediately
• Saves hours of work

⚡ Get Results in Minutes

• Download instantly
• Open in Excel or Google Sheets
• Customize your text and colors
• Start using it immediately

🎁 Bonus Included

The Start tab walks you through setup in 5 steps, maps every sheet, and has fields for your monthly budget and gift ideas.

🔒 Instant Access

Once you purchase, you get immediate access to your files.

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

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.

🚀 Ready to Use This Template?

Click “Buy Now” to get instant access and start using it today.

Organization tool only. Not tax, legal, or brokerage advice. Keep receipts with your bookkeeper. Optional: Sphere / Referral / Past-Client Prompt Pack https://payhip.com/b/Lgn0I