
Excel & Word files for Google Sheets & Docs
Annual Home Equity Review Kit
Give past clients a useful reason to reconnect.
See what’s inside →CHOOSE BY THE WORK
Give a past client a useful reason to hear from you, with an annual review, practical home information and a clear next step.
Start with a question they have raised. A homeowner review can clarify where things stand; a seasonal checklist can help someone who is staying put. Choose a useful piece and adapt it to the relationship.

Excel & Word files for Google Sheets & Docs
Give past clients a useful reason to reconnect.
See what’s inside →
Client-facing seasonal checklist
A seasonal leave-behind clients actually keep.
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Canva client handout bundle
Three branded client handouts — a year's worth of touchpoints in one download.
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10 editable Canva checklists
10 checklists for a smooth move.
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Editable Canva client handouts
The client handout that answers every condo question.
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