I used these for open houses, lead magnets and new clients!
Get 27 mix-and-match pages of plug-and-play worksheets and guides so you can show up to every appointment looking professional, prepared, and worth the commission.
WHAT'S INSIDE:
worksheets
mix-and-match pages
Checklists
workbooks
Calculators
intake Forms
$27
Yes! I want these
$97
These worksheets + workbooks are basically your "I swear I'm organized" starter pack. Your clients get them and immediately think, "Oh wow, she really knows her stuff." You're not scrambling. You're not Googling last-minute. You've got everything ready before they even ask.
WHY YOU'LL LOVE IT #1
Why are we out here rebuilding Rome for every new client? These are plug-and-play layouts you can create once and use over and over again. Just fill in the blanks like a very chic, very efficient coloring book.
WHY YOU'LL LOVE IT #2
Lead magnet? Yep. Handout for open houses? Absolutely. Something polished to send new clients the minute they sign? Done. You OWN the layouts, so use them however many times, wherever you want — like the Mary Poppins bag of real estate resources.
WHY YOU'LL LOVE IT #3
You don't have a real system for new clients
You feel like you're starting from scratch every time someone signs with you. You want your clients to feel guided and supported from day one, like they're in really good hands.
You have onboarding docs but they look... not great
Maybe it's a Word doc you made in 2019. Maybe it's something you Googled. Either way, it doesn't feel polished or professional, and you're worried clients see you as unprofessional because of it.
You don't know where to start
You know you should have this, but between showings and marketing, sitting down to build it from scratch feels impossible. You want someone to just hand you the damn thing already.
You're so over trying to do it yourself in Canva
You’re done starting from scratch. You just want something that is already 99% done for you so you can plug in your info and finally move on with your life.
You'll get instant access to the full onboarding suite. Click the link, open it in Canva and make it yours. Change the colors, drop in your logo, update contact info. Takes about 15 minutes.
Watch the quick training video that shows you exactly how to turn these into fillable forms—so your clients can type directly into the PDF instead of printing and handwriting.
Download as a PDF and email it to your buyers and sellers. Use individual pages as lead magnets. Print for open houses. Send digitally. Whatever works for your process—it's yours to use however you want.
27 Mix-and-Match Pages
Checklists, forms, workbooks, multiple cover pages. Duplicate, delete, make them your own.
“Incredible. Melanie's templates make everything SO easy.”
Your templates give me the confidence to quickly put together marketing that aligns with my brand!
“Best looking style out of all marketing material on the internet.”
I've gotten compliments on everything and so much confidence when posting and advertising. Thanks for all the help over the years!
“So easy to edit, so clean, so simple yet so stunning.”
I had a professor say "making something simple but beautiful is one of the most difficult things to do" Melanie definitely got the memo, and executes in spades.
"There are so many templates out there. These are the best I've ever seen."
Not only is the design gorgeous but the copy and way she puts everything together it's like buying a system more than just a template.
“Being a realtor is about presentation as much as execution.”
We're marketed to all the time as to what we can do to shake things up. Without a doubt, and with 100% certainty, Melanie has found the way to execute exactly that.
Yes. These templates are designed using Canva Pro elements so the quality stays high. If you don’t have Canva Pro yet, you can start a free 30-day trial here.
Nope. These work perfectly with the free version of Canva.
If you do have Pro, you’ll get access to more stock photos and bells + whistles — but either way, you’re totally good.
Not as-is. Each purchase includes a single end-user license for your business. If you want these for your whole team, email hello@melaniegrey.com
and we’ll get you set up with group pricing.
You’ll get access immediately after purchase, plus an email with your links right away. (If you don’t see it within a few minutes, check spam if it's not there email us at hello@melaniegrey.com, and we'll get everything sorted for you!)