Real Estate Agent Starter Kit | Excel and Google Sheets Lead Tracker, Forms & Canva Cards

Plan your first 90 days. Track leads and follow-ups. Prepare for client conversations.

This Real Estate Agent Starter Kit brings your planning, client organization and introduction materials together in one digital bundle. Includes Excel + Google Sheets workbooks, client forms, editable Word templates, printable PDFs and Canva designs.

WHAT YOU RECEIVE

• Two workbook choices, each in Excel and Google Sheets: an original 8-tab workbook and a neutral 6-tab alternative. Choose one to start; using both is optional.
• Buyer and seller intake forms, transaction and open-house tools, and a phrase bank.
• A 14-page neutral launch and client pack with a 30/60/90-day plan, intake worksheets, consultation and transaction checklists, follow-up drafts and weekly planning.
• An 8-page First Client and Showing Companion with fictional inquiry and follow-up examples, a consultation checkpoint, showing schedule, property feedback, safety/check-in plan and weekly review.
• Editable business cards and agent introduction designs.
• Seven editable Canva announcement posts, captions and a supporting guide.

DELIVERY & FORMATS You receive one ZIP with labeled folders and START_HERE, plus a separate Google Sheets access PDF.

• Excel + Google Sheets: both workbook choices are included. The access PDF lets you make your own editable Google Sheets copies.
• Original client PDFs: fillable fields for typing with a compatible PDF reader, or print to complete by hand.
• Neutral packs and companion: editable Word documents with matching printable PDFs. These PDFs are not fillable.
• Canva: template-copy links for customizing the included designs.

WORKBOOK DETAILS Original 8 tabs: Overview, Lead CRM, Startup Budget, 90 Day Launch Plan, Deal Pipeline, Referrals, Marketing Calendar and Monthly Budget. Neutral 6 tabs: Overview, Leads, Referrals, Deals, Budget and Marketing. Set the planning year on Budget in cell H5.

CARDS, INTRODUCTIONS & SOCIAL POSTS Five original Canva designs: photo and no-photo business cards, agent introduction page, introduction social post and open-house social post. Two neutral business-card options: type-only and headshot, each with a front and back. Also includes a neutral one-page introduction in Word + printable PDF and an editable HTML email signature starter.

The announcement pack includes seven Canva posts (1080 × 1350 px), seven captions, reply starters, follow-up actions and suggested alt text. An 8-page Word/PDF guide and caption text file are included. Post daily or spread them over several weeks. Publishing and scheduling are manual; the kit does not post or send messages automatically.

START HERE 1. Download the ZIP and Google Sheets access PDF using the links provided after checkout and by email. Extract the ZIP and read START_HERE. 2. Choose one workbook. For Google Sheets, open the access PDF, sign in to Google and select Make a copy. 3. Customize your approved agent details, review your first 30-day plan and set your next follow-up dates.

Canva links are in the included access guides; neutral card links are also in the launch pack and START_HERE. Choose Edit template to create your own copy.

BEFORE YOU USE Excel-compatible software or a free Google account, a Word-compatible editor, a compatible PDF reader and a Canva account are needed for the respective files. Software is not included; available Canva features depend on your account.

Replace all agent, brokerage, service-area, contact and disclosure placeholders. Test QR destinations and a printed card sample. Review client-facing materials and required disclosures with your brokerage before publishing or printing.

Organizational prompts support your brokerage process; they do not replace approved agreements, disclosures or safety procedures. Templates are organizational and communication starting points, not legal, financial or transaction advice.

Digital download only. No physical item is shipped. Made by Keys & Keep Property with AI assistance.