Client Touch Kit for Realtors | Home Anniversary Cards, Past Client Plan & Scripts | Canva

Your past clients are your best source of referrals, but only if they remember your name. This 22-page editable Canva kit gives you a ready-made 33-touch plan for the year, ten beautiful cards to print or text, and the exact words to use, so staying in touch takes about ten minutes a month.

WHAT'S INCLUDED (22 pages, US Letter 8.5 x 11 in)

THE SYSTEM

- 33-touch plan: one row per month with emails, calls, cards, pop-bys, texts and a client event

- Client touch tracker: list your past clients and tick off every month you reach out

- Client profile cards: birthdays, kids and pets, favorite coffee order and notes

10 CARDS TO SEND (front + message side, cut into two 8.5 x 5.5 in pieces)

- 3 home anniversary cards (photo, home exterior and big year-number designs)

- 2 birthday cards

- New Year, spring, fall / Thanksgiving and holiday cards

- Referral thank-you card

EVENTS & LETTERS

- Client appreciation party invitation

- Home anniversary letter with a simple home value update

WORDS TO USE

- 8 monthly text messages and 8 life-moment texts (birthday, home anniversary, referral ask, review request and more)

- 4 email templates (market update, home anniversary, event invite, year-end thank you)

- A friendly 5-minute check-in call script, step by step

PLUS

- Welcome page with printing tips and a contents page

HOW IT WORKS

1. Purchase and download the PDF

2. Click the Canva template link inside (a free Canva account works, no Pro needed)

3. Add your name, photo and brand colors

4. Duplicate a card for each client, print on cardstock, or download and text it

WHAT YOU RECEIVE

- 1 PDF with your Canva template link and quick-start instructions

- Instant download after purchase (no physical product shipped)

PLEASE NOTE

- You need a free Canva account (canva.com). No Canva Pro required.

- Example names, addresses and home values are fictional and for illustration only.

- Photos (including the sample agent) are AI-generated images created for North Realty Studio. Replace them with your own photos in one click.

- This is a digital product. No refunds on digital downloads, but if anything doesn't work, message me and I will fix it.

- For use by the purchasing agent or team. The templates may not be resold, shared or redistributed.

Pair this kit with our 2027 Real Estate Business Plan to plan your whole year.

Questions? Send a message, happy to help.