Sphere Relationship Touch Tracker — Birthdays, Anniversaries & Next Touch

🔥 Sphere Relationship Touch Tracker: Instant Download

Remember every birthday and home anniversary and know who to reach out to this week.

A CRM-lite for your sphere of influence, with a contacts roster, touch log and weekly warmth board: 3 working tabs plus Start and Disclaimer, in one file that is yours to keep.

✨ What It Does for You

• Never miss a birthday or home anniversary: both dates sit beside a Next Touch column
• Remember every conversation: a Touch Log of calls, texts, cards and pop-bys
• Prioritize the right people: a Warmth Board by warmth level each week
• Set your rhythm: fields for a weekly touch goal and monthly pop-by budget

📦 What's 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

💡 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 and After

• 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

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Read the first tab for the setup steps
• Replace the sample rows with your own
• Pick from the dropdowns as you log and the calculated columns update

Organization tool only. Not legal or brokerage advice. Does not replace brokerage CRM requirements. Follow TCPA / DNC for outreach.

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=R3n8z_page

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. Email herrickkyle87@outlook.com.

Start growing your referral business today. Click Buy Now.