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Client List & Nurture Plan Google Sheet for Real Estate Professionals
The Client List & Nurture Plan Google Sheet is a comprehensive client relationship management system built specifically for real estate agents.
This all-in-one Google Sheets template helps you track client details, communication history, referrals, and completed transactions while supporting consistent, relationship-driven follow-up. Designed for long-term use, it allows you to stay organized, maintain meaningful client connections, and never lose track of important touchpoints—all from one centralized workspace.
With nine integrated tabs working together, this system automatically generates dashboards, calendars, and mailing lists based on the information you enter.
What’s Included
Client List
Store and manage essential client information, including contact details, notes, and vendor preferences, in one organized database.
Nurture Plan
Create a reusable annual nurture plan and assign clients to specific marketing or follow-up categories. Track outreach by date and keep your follow-up consistent year after year.
Transactions
Log completed transactions and schedule post-closing follow-ups to support long-term relationship building and future referrals.
Referrals
Track referral sources, outcomes, and history so you always know where your business is coming from.
Vendor List
Maintain a centralized list of trusted vendors with contact information and notes for easy reference.
Communication Log
Document client calls, emails, meetings, and notes in one place to maintain a clear communication history.
Client Dashboard
View a full snapshot of each client by selecting their name from a drop-down menu. The dashboard instantly pulls in all related data.
Nurture Calendar
See all scheduled follow-ups in a calendar view, including post-transaction touchpoints, universal nurture touchpoints, and individual reminders.
Mailing Lists
Automatically generate clean mailing lists for each universal nurture category. Download lists as CSV files for seamless use with your email marketing platform.
Key Features
Built entirely in Google Sheets
Designed for real estate workflows and relationship-based follow-up
Auto-populating dashboards, calendars, and mailing lists
Centralized tracking for clients, referrals, and transactions
Clean, professional, and easy-to-use layout
Customizable to fit your business
One-time purchase with no subscriptions or recurring fees
Important Details
One-Time Purchase: Buy once and use indefinitely.
Instant Digital Access: Download immediately after purchase and get started right away.
Google Sheets Only: This template is designed exclusively for Google Sheets and does not convert to Excel.
Personal Use License: For individual business use only. Resale, redistribution, or commercial use is not permitted.
Thanks for visiting Real Estate Design Co.
Client List & Nurture Plan Google Sheet for Real Estate Professionals
The Client List & Nurture Plan Google Sheet is a comprehensive client relationship management system built specifically for real estate agents.
This all-in-one Google Sheets template helps you track client details, communication history, referrals, and completed transactions while supporting consistent, relationship-driven follow-up. Designed for long-term use, it allows you to stay organized, maintain meaningful client connections, and never lose track of important touchpoints—all from one centralized workspace.
With nine integrated tabs working together, this system automatically generates dashboards, calendars, and mailing lists based on the information you enter.
What’s Included
Client List
Store and manage essential client information, including contact details, notes, and vendor preferences, in one organized database.
Nurture Plan
Create a reusable annual nurture plan and assign clients to specific marketing or follow-up categories. Track outreach by date and keep your follow-up consistent year after year.
Transactions
Log completed transactions and schedule post-closing follow-ups to support long-term relationship building and future referrals.
Referrals
Track referral sources, outcomes, and history so you always know where your business is coming from.
Vendor List
Maintain a centralized list of trusted vendors with contact information and notes for easy reference.
Communication Log
Document client calls, emails, meetings, and notes in one place to maintain a clear communication history.
Client Dashboard
View a full snapshot of each client by selecting their name from a drop-down menu. The dashboard instantly pulls in all related data.
Nurture Calendar
See all scheduled follow-ups in a calendar view, including post-transaction touchpoints, universal nurture touchpoints, and individual reminders.
Mailing Lists
Automatically generate clean mailing lists for each universal nurture category. Download lists as CSV files for seamless use with your email marketing platform.
Key Features
Built entirely in Google Sheets
Designed for real estate workflows and relationship-based follow-up
Auto-populating dashboards, calendars, and mailing lists
Centralized tracking for clients, referrals, and transactions
Clean, professional, and easy-to-use layout
Customizable to fit your business
One-time purchase with no subscriptions or recurring fees
Important Details
One-Time Purchase: Buy once and use indefinitely.
Instant Digital Access: Download immediately after purchase and get started right away.
Google Sheets Only: This template is designed exclusively for Google Sheets and does not convert to Excel.
Personal Use License: For individual business use only. Resale, redistribution, or commercial use is not permitted.
Thanks for visiting Real Estate Design Co.
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