Ultimate Agent Touch Point Planner & Tracking System
Master the Art of the Pop-By: Your Complete System for Strategic, heartfelt Client Gifting.
Transform random acts of kindness into a powerful, consistent marketing engine that keeps you top-of-mind & fuels your referral business.
Plan. Organize. Budget. Track. Impress. Repeat.
$19.00
Product Details
The Ultimate Agent Touch Point Planner & Tracking System for Real Estate Agents – Client Gift Tracker & Relationship Marketing Organizer
Introducing the Ultimate Agent Touch Point Planner & Tracking System, the purposeful, all-in-one system created specifically for real estate agents who know that relationships are everything. This isn’t just a list, it’s a strategic system to cultivate your sphere with precision and heartfelt touches.
Effortlessly plan your thoughtful gestures, track every gift and date, while turning past clients into lifelong advocates and repeat clients. Stop relying on memory and scattered notes in endless notebooks – build a referral system with intention.
A successful Touch Point system keeps you top of mind to the ones that matter, creating priceless referrals and repeat client business.
You know that a small, thoughtful “pop-by” gift can strengthen a client relationship more than a dozen generic emails. But between showings, listings, open houses and closings, planning and remembering pop-buys can quickly become chaotic. Not to mention keeping track can be a juggling act all on its own. Sticky notes and stacks of cute notebooks aren’t doing the job. Opportunities for meaningful connection start to slip through the cracks.
It’s time for a better way.
Key Features & Benefits:
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ALL-IN-ONE TRACKING SYSTEM: Log every detail: Who you gifted, What you gave them, When it was delivered and What was delivered. Never rely on your memory again,
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STRATEGIC TOUCH POINT & POP-BY PLANNING: Includes monthly planning pages to strategically map out your pop-buys for the entire year. Proactive planning, not reactive.
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BRAINSTORM & BUDGET: Dedicated pages to brainstorm and plan creative gift ideas, while tracking your budget to ensure your arresting spend is effective.
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PERSONALIZATION NOTES: A special notes column for each recipient that help you record key details (like 2 dogs, 3 kids, gate codes, etc.) to make every interaction efficient and personalized.
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BUILD A REFERRAL MACHINE: Systematically nurture past, present and potential clients, and your sphere of influence. Consistent, thoughtful touches keep your top of mind for future business and referrals.
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PREMIUM QUALITY: Professionally designed with excess room for writing and taking notes.
How it Works:
Plan: Use the Pop-By Planner to create and organize each month’s pop-by. Including materials needed, budget and message.
Log: Record each delivery in the tracker log with all relevant details.
Review: Quickly glance back to avoid repeat gifts and space out your touches for optimal exposure.
Nurture & Grow: Watch your relationships – and your business – deepen through consistent, documented appreciation.
Stop Leaving Relationships to Chance. Order the Ultimate Pop-By Planner & Tracking System today!
PRO TIP: Pop-by ideas don’t have to be overwhelming. In fact, between Instagram, Facebook Realtor Groups and Pinterest, ideas are just a few clicks away. If you are curious about some of my most successful pop-bys, check out my Amazon lists for ideas and my personal Instagram for content I share about the pop-bys I create myself.
STYLE IT 2 WAYS:
- Add to your Ultimate Agent Planner™- I used full page sticker labels to print & simply added to the “notes” pages in the back of the Ultimate Agent Planner™
- 3-Ring Binder – create a separate planner dedicated to keeping your pop-bys organized
- Check out our Amazon list here for both ways.
The Ultimate Agent Touch Point Planner & Tracking System includes:
- At-a-glance annual pop-by tracker
- Pop-by Planner sheets that allow for breakdown & budgeting for each touch point
- Monthly Birthday & Anniversary Tracker
- Christmas Card Mailing & Receiving Tracker
*A Final Note from Me: This system turned my career into a 100% repeat & referral based business. It moved me from transactional to relational. My goal with Ultimate Agents, Inc. is to give you the tangible, practical tools that actually work in the real world. My pop-by strategy is my absolute favorite system that I use in my real estate career. It’s rewarding in so many ways, and it keeps me personally connected to my client base. I’m excited for you to make it your own.
To your success,
Founder, Ultimate Agents, Inc.
A One-Woman Show Dedicated to Yours
Additional information
| Format | Canva Template |
|---|---|
| Ease of Use | 3 Quick Edits — No Design Skills Required |
| Delivery | Instant Download + |
