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Client Touch Calendar for Real Estate Agents | Past Client Follow Up Planner, Sphere Tracker, Call Scripts | Undated Printable PDF

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$12.00
$12.00
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Know exactly when to reach out to past clients and your sphere, every month of the year. The Client Touch Calendar is an undated, printable 12-month system that turns "I should really call them" into a simple routine.


Inside (25 pages):

- Welcome + how to use the system (with a note on contact permission)

- Yearly Touch Plan: monthly touches, quarterly calls, home anniversaries, birthdays, holidays

- A/B/C contact sorting sheet + top-10 list

- Sphere & Past-Client Roster (2 pages)

- Birthdays & Home Anniversaries tracker

- Touch-Count Goal Tracker

- 12 monthly pages, each with a theme, a ready touch idea and a fill-in contact log

- Weekly Touch Tracker (2 pages)

- Short call & text scripts

- Notes & ideas page


Undated: start any month, any year.


Pairs with the Client Delight Playbook: the Calendar tells you when; the Playbook tells you what. Get both as the Client Relationship System bundle.


Created by Chris Groves, Broker at G&G Realty Group, Brevard & Pisgah Forest, NC.


Instant digital download. No physical item ships. Print unlimited copies for your own business; please don't resell or share the file. Educational organizer, not legal, tax or financial advice. Follow your BIC's policy and current Do Not Call/TCPA rules.

You will get a PDF (45KB) file