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.

A working document for your own business use. Not legal, tax, financial or compliance advice.