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Add The Client Onboarding Pack
We’ve all been there: your client signs on, you’re popping the champagne… and then immediately panicking because you don’t actually have a polished system to onboard them like a pro.
Enter the Onboarding Pack. Cient-ready templates that take you from “ummm… so now what?” to “wow, she’s got her life together” in about five minutes flat.
$47
only
6 client-ready worksheets, checklists, and intake forms, so you can stop duct-taping random Google Docs and start giving your clients the kind of experience they tell their friends about.
What's Inside:
3 plug-and-play forms that gets every detail you need upfront so you can price, market, and prep without the back-and-forth.
home prep checklist
Step-by-step, room-by-room prep guide so sellers know exactly what to do before photos, showings, and open houses.
CLOSING DAY CHECKLIST
A final to-do list that keeps the last stretch organized, stress-free, and 100% buttoned up.
MORTGAGE + CLOSING COSTS WORKSHEET
Breaks down pre-approval, monthly payments, and hidden costs so there are no surprises at the closing table.
NEEDS VS WANTS GUIDE
A simple framework to separate dealbreakers from nice-to-haves, so decisions get easier and faster.
SELLER INTAKE FORMS