Agent Marketing & Business
Agent Transaction Toolkit
Bring presentation, onboarding, transaction records and follow-up into a practical sequence.
Coming soon. These bundles are in preparation and are not yet available to buy. Final contents, formats, prices and download access are being checked.
What’s planned inside
Complete component resources plus a start-here overview explaining how they fit together. The list below is the planned scope, not a verified download manifest.
| Stage | Resource | Planned formats |
|---|---|---|
| 1. Win the client | Luxury Listing Presentation — 8-Slide Canva Deck (RLC-0110) | PDF + Canva Planned; final file check pending. |
| 1. Win the client | Buyer Consultation Questionnaire (RLC-0112) | Excel + Word + PDF Planned; final file check pending. |
| 1. Win the client | 90 Day Real Estate Content Calendar (RLC-0077) | Excel + Word + PDF Planned; final file check pending. |
| 1. Win the client | Sage & Cream Social Media Kit (RLC-0144) | PDF + Canva Planned; final file check pending. |
| 2. Onboard | Client Welcome Packet (RLC-0143) | PDF + Canva Planned; final file check pending. |
| 3. Run the transaction | Agent Business Systems Bundle (5 tools) (RLC-0082) | PDF + ZIP Planned; final file check pending. |
| 4. Seller handoff | Home Seller Document Request and Handoff Organizer (RLC-0005) | 8-page Word + PDF Planned; final file check pending. |
| 5. Follow up | Agent Follow-Up System Bundle (4 tools) (RLC-0083) | PDF + ZIP Planned; final file check pending. |
| 5. Follow up | Client Review Request Card (RLC-0104) | PDF + Canva Planned; final file check pending. |
Use the resources in this order
- Prepare your client conversation and marketing
- Organize onboarding with the welcome packet
- Run the transaction with five business-system tools
- Coordinate the seller document handoff
- Follow up with four system tools and a review card
The files are separate resources. They do not automatically transfer your entries between workbooks.
Already own a resource?
Includes both the Agent Business Systems Bundle and Agent Follow-Up System Bundle in full, alongside seven other products. Those two bundles already contain nine tools; the planned toolkit has nine product groups, rather than sixteen separate purchases. Check existing purchases for duplication.
Review the component list and your previous downloads before purchasing when this bundle opens. Any future upgrade policy will be stated explicitly.
Formats, compatibility & scope
Planned Word files are editable; PDFs are for reading, printing or annotation. Excel files require compatible spreadsheet software. Final file counts and compatibility will be confirmed before purchase opens. Canva-based products require access to Canva; template permissions and links still need verification. Brokerage branding and advertising requirements must be reviewed before client use.
These educational resources organize records and questions. They do not establish legal authority, ownership shares, reimbursement rights, zoning approval, buildability, financing approval or transaction compliance. Consult qualified local professionals.
Final personal, professional and client-distribution permissions will be shown before checkout. A bundle does not grant resale or redistribution rights.