What exactly do I get?

A ZIP with 15 folders: Notion databases, Sheets trackers with live formulas, every document including one SOP per stage, an AI prompt pack, five automations plus a working script, and a reference section.

How long does setup take?

Fifteen minutes for the core: import one CSV, copy three documents, add your first client. The 30-day plan in 01-SETUP is optional and spreads the rest out.

Is this a subscription?

No. The $79 purchase is a one-time payment covering unlimited client use. A paid membership exists for people who want updates on new systems, but it is not required to use what you bought.

Will this work for my city or my country?

The documents are structured to be localised: placeholders for legal terms, currency, tax wording and deadlines. Where a document is legally sensitive we say so explicitly and tell you to have it checked.

Yes. 14 days, no questions asked, no data retained. Email campbelltrdbaja@gmail.com.

Home / Systems / Real Estate Agent & Team

Real Estate Agent & Team

Lead, listing, transaction and past-client follow-up in one pipeline.

For agents and small buyer/seller teams.

What this fixes

Lead follow-up dies after two messages → A lead sequence that works while you show houses
Transaction steps are tracked in scattered notebooks → A transaction tracker with no blown deadlines
Past clients and referrals are never systematically re-engaged → A past-client database that produces referrals on a schedule
Listing prep is rebuilt from scratch every time → Listing templates and a pre-listing checklist

The flow it implements

Lead — SOP, checklist and templates included
Qualification — SOP, checklist and templates included
Buyer agreement — SOP, checklist and templates included
Search — SOP, checklist and templates included
Offer — SOP, checklist and templates included
Under contract — SOP, checklist and templates included
Due diligence — SOP, checklist and templates included
Closing — SOP, checklist and templates included
Post-close — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Lead response time min	Minutes to first contact with a new lead	`average minutes from lead created to first outreach`
Lead-to-appointment %	Leads that produced a showing or consultation	`appointments_set / leads`
Conversion %	Appointments that became transactions	`transactions / appointments_set`
Repeat and referral %	Business from past clients and referrals	`repeat_and_referral_revenue / total_revenue`

What's in the download

Notion workspace

Importable databases (clients, pipeline, tasks, playbooks, notes) plus the schema to set up the rest in 25 minutes.

Sheets trackers

Pipeline, client scorecard and capacity trackers with live formulas. Open in Sheets or Excel.

Every document

Proposal, agreement, onboarding checklist, weekly report, monthly report, offboarding — plus one SOP per stage (9 in total).

AI prompt pack

4 prompts tuned for real estate work, with the variables and the rules that keep output specific.

Automations

Five automations described trigger-by-trigger, a setup guide for Make, Zapier and GitHub Actions, and a working script.

Reference

Metrics dictionary, glossary, troubleshooting guide for when the system is not being used.

Setup takes 15 minutes

Import pipeline-tracker.csv into Google Sheets and delete the example rows.
Copy the three documents you send most often and replace the {{placeholders}}.
Import tasks.csv as your checklist, then add your first real client.

Questions

Is this legal or professional advice?

No. These are operational templates. The documents in the pack are drafting aids and must be reviewed for your jurisdiction before you rely on them.

Do I need Notion or Google Sheets?

No. Every file opens in any spreadsheet app, and the docs are plain Markdown and CSV. Notion and Sheets are conveniences.

What if it does not fit my business?

Edit it. That is the point. If you need a different vertical, ask for it — requests drive what gets built next.

Can I use it for unlimited clients?

Yes. One purchase, unlimited client use, permanently.

What if I want a refund?

Email campbelltrdbaja@gmail.com within 14 days. We do not ask why.