🔥 Sphere Relationship Touch Tracker — 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 keep birthdays, home anniversaries, last and next touches, and referral warmth for your sphere in one place without wasting hours doing it yourself. Perfect for agents who want a CRM-lite for their sphere of influence.

✨ What You Get Inside

• Start and Disclaimer: market, weekly touch goal, and monthly pop-by budget, a 5-step how-to, a sheet map, and a plain-language disclaimer
• Contacts: name, phone or email, relationship type (past client, friend or family, SOI, vendor, neighbor), birthday, home anniversary, last and next touch, gift notes, and referral warmth (Hot to Do Not Contact)
• Touch Log: date, contact, channel (call, text, email, pop-by, card, DM, event), what you did, gift, and follow-up
• Warmth Board: a weekly view by warmth level: who to prioritize and the next caring action

📦 Visual Preview

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

💡 Who This Is For

• Agents growing a referral business from their sphere
• New agents organizing friends, family, and past clients
• Teams who want one shared SOI roster

🔄 Before & After Using This Template

• Before: Birthdays and home anniversaries you only remember too late / After: A Contacts tab with both dates and a Next Touch column
• Before: Not sure who you talked to last month / After: A Touch Log of every call, text, card, and pop-by
• Before: Treating every contact the same / After: A Warmth Board for picking who to prioritize this week

🏆 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 weekly touch goal and pop-by budget.

🔒 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 legal or brokerage advice. Does not replace brokerage CRM requirements. Follow TCPA / DNC for outreach. Optional: Sphere / Referral / Past-Client Prompt Pack https://payhip.com/b/Lgn0I