A guided real estate agent & client management workbook with step-by-step worksheets for leads and clients, property follow-ups and showings and appointments, plus exercises for transaction milestones and referral notes.
Secure checkout with Stripe. Instant digital download after payment.
Click any preview to open it full-size. Use the zoom controls to enlarge page text and details.
Buy the individual tools you need, or choose the complete bundle for the lowest combined price.
A printable real estate agent & client management planner for organizing leads and clients, property follow-ups and showings and appointments, with dedicated pages for transaction milestones and referral notes.
View product →
A guided real estate agent & client management journal with writing space for leads and clients, reflections on property follow-ups, notes about showings and appointments, and review prompts connected with transaction milestones and referral notes.
View product →
A printable real estate agent & client management tracker for recording leads and clients, monitoring property follow-ups and showings and appointments, and reviewing patterns connected with transaction milestones and referral notes.
View product →The exact page breakdown of the PDF you download:
| Page type | Pages |
|---|---|
| Cover page | 1 |
| How to use your workbook | 1 |
| Where I Am Now | 1 |
| Guided exercises | 6 |
| Guided reflection pages | 5 |
| Decision pages | 5 |
| Checklists | 5 |
| 30 / 60 / 90-Day Action Plan | 1 |
| Review & Next Steps | 1 |
More tips: How to Organize Printable Planner Pages.
| 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 |
| Tracker | record the same measures again and again so progress is easy to see | 28 | $8.95 |
| Logbook | keep dated records you can look back on later | 24 | $9.95 |
| 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 workbook in the shop. The complete bundle includes this workbook and saves $19.80.
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.
26 pages, including 6 guided exercises, 5 guided reflection pages, 5 decision pages.
The pages are organized around leads and clients, property follow-ups, showings and appointments, transaction milestones and referral notes.
Get the workbook if you mainly want to work through a topic step by step with guided exercises. The Real Estate Agent & Client Management bundle ($39.95) adds the other four formats on the same topic.