{"product_id":"real-estate-agent-starter-kit-excel-and-google-sheets-lead-tracker-forms-canva-cards","title":"Real Estate Agent Starter Kit | Excel and Google Sheets Lead Tracker, Forms \u0026 Canva Cards","description":"\u003cp\u003ePlan your first 90 days. Track leads and follow-ups. Prepare for client conversations.\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eTwo 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.\u003c\/li\u003e\n\u003cli\u003eBuyer and seller intake forms, transaction and open-house tools, and a phrase bank.\u003c\/li\u003e\n\u003cli\u003eA 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.\u003c\/li\u003e\n\u003cli\u003eAn 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.\u003c\/li\u003e\n\u003cli\u003eEditable business cards and agent introduction designs.\u003c\/li\u003e\n\u003cli\u003eSeven editable Canva announcement posts, captions and a supporting guide.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eDELIVERY \u0026amp; FORMATS You receive one ZIP with labeled folders and START_HERE, plus a separate Google Sheets access PDF.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eExcel + Google Sheets: both workbook choices are included. The access PDF lets you make your own editable Google Sheets copies.\u003c\/li\u003e\n\u003cli\u003eOriginal client PDFs: fillable fields for typing with a compatible PDF reader, or print to complete by hand.\u003c\/li\u003e\n\u003cli\u003eNeutral packs and companion: editable Word documents with matching printable PDFs. These PDFs are not fillable.\u003c\/li\u003e\n\u003cli\u003eCanva: template-copy links for customizing the included designs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWORKBOOK 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.\u003c\/p\u003e\n\u003cp\u003eCARDS, INTRODUCTIONS \u0026amp; 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.\u003c\/p\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003cp\u003eSTART 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.\u003c\/p\u003e\u003cp\u003eCanva 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.\u003c\/p\u003e\n\u003cp\u003eBEFORE 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.\u003c\/p\u003e\n\u003cp\u003eReplace 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.\u003c\/p\u003e\n\u003cp\u003eOrganizational 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.\u003c\/p\u003e\n\u003cp\u003eDigital download only. No physical item is shipped. Made by Keys \u0026amp; Keep Property with AI assistance.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724592709,"sku":null,"price":29.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/il_fullxfull.8805238693_4zqw.jpg?v=1793201055","url":"https:\/\/keysandkeepproperty.com\/products\/real-estate-agent-starter-kit-excel-and-google-sheets-lead-tracker-forms-canva-cards","provider":"Keys and Keep Property","version":"1.0","type":"link"}