What's inside the 28 pages
The exact page breakdown of the PDF you download:
| Page type | Pages |
|---|
| Cover page | 1 |
| How to use your tracker | 1 |
| Monthly habit-tracker grids | 6 |
| Weekly tracker pages | 6 |
| Log tables | 6 |
| Progress charts | 6 |
| Monthly summary pages | 1 |
| Notes | 1 |
See all 28 pages in order
- Cover
- How to use your tracker
- Monthly Tracker
- Weekly Tracker: Leads and clients
- Log: Leads and clients
- Progress Chart: Leads and clients
- Monthly Tracker
- Weekly Tracker: Property follow-ups
- Log: Property follow-ups
- Progress Chart: Property follow-ups
- Monthly Tracker
- Weekly Tracker: Showings and appointments
- Log: Showings and appointments
- Progress Chart: Showings and appointments
- Monthly Tracker
- Weekly Tracker: Transaction milestones
- Log: Transaction milestones
- Progress Chart: Transaction milestones
- Monthly Tracker
- Weekly Tracker: Referral notes
- Log: Referral notes
- Progress Chart: Referral notes
- Monthly Tracker
- Weekly Tracker: Leads and clients
- Log: Leads and clients
- Progress Chart: Leads and clients
- Monthly Summary
- Notes
How to use it
- Choose the few things you will record for leads and clients and property follow-ups, and add them to the habit grid.
- Fill in the weekly tracker and the log tables for showings and appointments and transaction milestones as you go; short entries are fine.
- Rate each week on the progress charts, including referral notes, so changes are easy to see.
- Use the monthly summary to decide what to keep, change or drop.
More tips: How to Start a Habit Tracker.
Other Real Estate Agent & Client Management printables
| Printable | Best for | Pages | Price |
|---|
| Planner | plan what happens next | 32 | $14.95 |
| Journal | reflect and write things down in your own words | 28 | $10.95 |
| Logbook | keep dated records you can look back on later | 24 | $9.95 |
| Workbook | work through a topic step by step with guided exercises | 26 | $14.95 |
| Bundle | all five formats together | 138 | $39.95 |
See the whole Real Estate Agent & Client Management collection, more topics in Business & Career, or every printable tracker in the shop. The complete bundle includes this tracker and saves $19.80.
Printing and delivery
US Letter 8.5 × 11 in PDF, instant download after Stripe checkout; nothing is shipped. Print at 100% (use "Fit to page" for A4) and reprint any page whenever you need it. Tips: printing planner pages at home.