Real Estate Deal & Client Pipeline

Leads go cold in the gap between showings. Close the gap.

A pipeline workbook for solo agents and small teams: a Today list of who needs a call, contract dates worked out from your own contract, what you keep after split, cap and fees, which lead sources pay, and past clients due a touch.

Built around the three questions a solo agent asks every week: who do I call today, which contract date is next, and what do I actually keep after split, cap and fees?

What you get

• Real Estate Deal & Client Pipeline spreadsheet: Today, Deals, Contract to Close, Take-Home, Lead Sources, Past Clients, Dashboard, Settings
• 8 Example deals that show every formula working
• Guide: Five Minutes Before Your First Call (PDF)

What it isn't

It isn't a CRM and doesn't connect to an MLS, email or phone. It doesn't read contracts or decide deadlines, and it isn't tax or legal advice.

Works with

Microsoft Excel, Google Sheets (File > Import), Apple Numbers or LibreOffice.

Every spreadsheet uses formulas only, opens in Excel or Google Sheets, and starts with a Start Here page and example rows.

Built by Dr. Tennyson Johnson, founder of TechEd Analyst (techedanalyst.com). Written with help from AI tools; every file tested by a person.

Refund policy: Digital downloads are delivered instantly, so we don't offer returns. If a file won't open, is missing, or isn't what the listing described, contact us and we'll fix it or refund you in full. Full policy: techedanalyst.com/refund-policy

For use within your own business. Templates and guides are organizing tools and starting points, not legal, tax, financial or compliance advice. Provided as is; to the extent the law allows, our liability is limited to the price you paid. Licensed for one business; please don't share or resell. Sold by TechEd Analyst LLC (Connecticut).