🔥 Past-Client Care Calendar Workbook — 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 plan home anniversaries, market updates, home tips, and pop-bys for your past clients month by month without wasting hours doing it yourself. Perfect for agents and teams who want a simple, repeatable plan for staying in touch after closing.

✨ What You Get Inside

• Start and Disclaimer: year, market, quarter focus, and market-update cadence, a 5-step how-to, a sheet map, and a plain-language disclaimer
• Quarterly Plan: a 90-day plan with a care theme, segment, primary channel, and owner for each month
• Monthly Calendar: dated touches with contact, touch type (home anniversary, birthday, market update, home tip, holiday, pop-by, check-in), channel, message or gift idea, status, and done
• Checklists: a monthly execution checklist, from pulling closing anniversaries to honoring DNC and opt-outs before any batch send
• Completed Log: what actually went out, to whom, and any reply

📦 Visual Preview

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

💡 Who This Is For

• Agents who want to stay in touch with past clients without a pitch
• Teams that split past-client care between several people
• Agents building a monthly rhythm of anniversaries, updates, and pop-bys

🔄 Before & After Using This Template

• Before: Remembering home anniversaries at the last minute / After: A Monthly Calendar with each touch dated and assigned a type and channel
• Before: No plan beyond this week / After: A Quarterly Plan with a care theme and segment for each month
• Before: Losing track of what you already sent / After: A Completed Log of every touch, plus a monthly checklist

🏆 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 quarter focus and market-update cadence.

🔒 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 / planning tool only. Not legal, compliance, or brokerage advice. Follow TCPA / DNC / CAN-SPAM for any batch sends. Optional: message prompts https://payhip.com/b/Lgn0I