Holiday Client Gift Tracker for Real Estate Agents
Streamline your holiday gifting and stay organized with our digital Holiday Client Gift Tracker. Perfect for busy real estate professionals, this planner helps you plan, track, and deliver thoughtful gifts to clients, vendors, and referral partners—without the stress.
Why Agents Love This Tracker
Plan with Gift Tiers – Organize your clients into gift levels (Tier 1: $20 chocolates, Tier 2: $50 wreaths, Tier 3: premium baskets) and plan meaningful gifts for each without guessing. Supports up to 10 tiers.
Centralized Contact List – Keep all your clients, vendors, and partners in one place. Easily duplicate each year to save time.
Track Budget & Progress – Assign gifts and cards, monitor spending, and ensure no one is missed.
Delivery Management – Record the method of delivery, set delivery dates, and track completion.
Visual Insights – Auto-populating charts and graphs help you stay on track and make data-driven gifting decisions.
Digital & Customizable – Ready-to-use Google Sheet that works seamlessly on desktop, tablet, or mobile.
What’s Included
Single-Tab Holiday Planner – Easily integrates with your existing Google Sheets
Step-by-Step Instructions – Quick setup guide for smooth use
How It Works
Purchase and download instantly
Open in Google Sheets and customize for your clients and vendors
Assign gift tiers, track spending, and monitor delivery
Use year after year to simplify holiday planning
Take the stress out of holiday gifting and impress your clients with organized, thoughtful, and meaningful presents—every season!
Important Notes:
♥ Use repeatedly—purchase once and customize each year
♥ Google Sheets product only; not compatible with Excel
♥ Digital download only—no physical product will be shipped
♥ For personal business use only; resale or redistribution is prohibited
Thanks for visiting Real Estate Design Co.
Holiday Client Gift Tracker for Real Estate Agents
Streamline your holiday gifting and stay organized with our digital Holiday Client Gift Tracker. Perfect for busy real estate professionals, this planner helps you plan, track, and deliver thoughtful gifts to clients, vendors, and referral partners—without the stress.
Why Agents Love This Tracker
Plan with Gift Tiers – Organize your clients into gift levels (Tier 1: $20 chocolates, Tier 2: $50 wreaths, Tier 3: premium baskets) and plan meaningful gifts for each without guessing. Supports up to 10 tiers.
Centralized Contact List – Keep all your clients, vendors, and partners in one place. Easily duplicate each year to save time.
Track Budget & Progress – Assign gifts and cards, monitor spending, and ensure no one is missed.
Delivery Management – Record the method of delivery, set delivery dates, and track completion.
Visual Insights – Auto-populating charts and graphs help you stay on track and make data-driven gifting decisions.
Digital & Customizable – Ready-to-use Google Sheet that works seamlessly on desktop, tablet, or mobile.
What’s Included
Single-Tab Holiday Planner – Easily integrates with your existing Google Sheets
Step-by-Step Instructions – Quick setup guide for smooth use
How It Works
Purchase and download instantly
Open in Google Sheets and customize for your clients and vendors
Assign gift tiers, track spending, and monitor delivery
Use year after year to simplify holiday planning
Take the stress out of holiday gifting and impress your clients with organized, thoughtful, and meaningful presents—every season!
Important Notes:
♥ Use repeatedly—purchase once and customize each year
♥ Google Sheets product only; not compatible with Excel
♥ Digital download only—no physical product will be shipped
♥ For personal business use only; resale or redistribution is prohibited
Thanks for visiting Real Estate Design Co.
