What is in it
Four tabs, one of them for typing.
- Sign-In. Forty rows: name, phone, email, whether they are working with an agent, when they are buying, financing, how they heard, and how they want to be reached. Prints as one landscape page on Letter or A4, from File, Print.
- Your columns, not printed. Priority (hot, warm, later, has an agent, do not contact), a followed-up tick and notes, beside the sheet and off the paper.
- Follow-Up. Counts the Sign-In tab for you: who came, who is hot, and the date to follow up by, 48 hours after the open house.
- Settings. The address, date, hours, your name and brokerage, typed once; they head the printed page. Start Here walks you through it.
It comes with twelve example visitors so you can see it working; clear them before your first open house. A visitor who already has an agent is that agent’s to follow up, so check your brokerage and local rules for the rest.
After the open house
Where the leads go next.
The sign-in sheet stays free. When the hot ones turn into deals, these are the sheets that carry them, each in Google Sheets and Excel.
The Real Estate Agent Kit
All four below in one download.
$129 -
Sales CRM & Pipeline
Every buyer and seller from the sign-in sheet, as a deal on a board by stage.
$49
-
Transaction & Escrow Timeline
Every deal on one timeline, its deadlines worked out from the contract and closing dates.
$44
-
Commission & Expense Tracker
What each closing paid you after the split and fees, with your expenses counted against it.
$44
-
Content Calendar
The open house posts, the listing posts and the follow-up, planned by week.
$39
More free things on the front table, and every free sheet in Free Google Sheets templates.
