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

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.