Real Estate Agent Starter Kit | Excel + Google Sheets CRM, Client Forms, Canva Cards & Social Posts | Teal Sage Walnut
$29.99
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Build your first 90-day routine with a coordinated teal, sage and walnut agent starter kit. This digital bundle pairs two workbook options for Excel or Google Sheets with client forms, editable Word pages, printable PDFs, Canva business cards and nine matching social layouts.
WHAT IS INCLUDED
Eight-tab workbook for Excel or Google Sheets: Overview, Lead CRM, Startup Budget, 90 Day Launch Plan, Deal Pipeline, Referrals, Marketing Calendar, Monthly Budget.
Six-tab alternative: Overview, Leads, Referrals, Deals, Budget, Marketing. The separate Teal_Agent_Kit_Google_Sheets_Access.pdf includes Make a copy links for both the eight-tab and six-tab Google Sheets versions. A Google account is required. Choose one workbook as your main tracker; the two options and their Excel versions do not sync.
One-page Word/PDF agent introduction.
Fourteen-page editable Word and printable PDF launch and client pack.
Eight-page editable Word and printable PDF First Client and Showing Companion.
Original buyer/seller intake and transaction/open-house tools: five pages with 48 fillable fields in total.
Two-page phrase bank/start guide and HTML email signature starter.
Two editable Canva business card styles, each with front and back. Final card size 3.5 x 2 inches.
Nine editable 1080 x 1350 px Canva social layouts: seven announcement posts, one open house and one agent introduction.
Eight-page caption guide in Word/PDF plus copy-and-paste caption text.
Clickable Canva copy links and START HERE guide inside the original ZIP. Download the Google Sheets access PDF separately; the original ZIP retains both Excel files and companion materials.
HOW TO USE
Download and unzip on a computer. Open START_HERE.pdf, select a workbook and personalize your templates. For Google Sheets, open the separate access PDF, sign in to Google and choose Make a copy for your preferred workbook. The shared masters are view-only. Check planning years and dates before starting and keep formulas intact. A Canva account, Microsoft Excel for the .xlsx files or a Google account for Sheets, Word-compatible software and a PDF reader are needed for their respective files. Software and accounts are not included.
FORMAT DETAILS
The Word files are editable and their matching PDFs are printable, not fillable. The original intake and transaction/open-house PDFs retain fillable fields. Canva text and layouts are editable; background artwork is a placed image. Publishing and scheduling are manual.
Digital templates only. No physical binder, furniture, printed pages or business cards. Review every placeholder, contact detail, brokerage disclosure and print proof before use. Organizational tools are not legal or financial advice. Made with AI assistance; illustrative interior art is AI generated. For your own business use; no resale or blank-template redistribution.
Real Estate Agent Starter Kit | Excel + Google Sheets CRM, Client Forms, Canva Cards & Social Posts | Teal Sage Walnut
$29.99