CANADIAN REALTOR TOOLKIT / Editable DOCX for Google Docs & Word + TXT
Canadian FSBO Consultation Kit
Help an agent hold a respectful, clearly scoped consultation with an owner considering or attempting a private sale. Clarify what the owner wants to manage, what needs professional advice and whether a brokerage service discussion would be useful.
Digital download through Etsy. Prices are in CAD. See the listing for current offers, included files and order support.
At a glance
- Included
- One ZIP: three editable DOCX documents, 6 individual TXT copies and START-HERE.txt; 10 files total.
- Documents
- Playbook: 8 pages. Worksheets: 6 pages. Emails: 7 pages. Pagination may change after editing.
- Software
- Free Google Docs and a text editor. Desktop Word layout not independently tested.
- Use
- English-language Canadian framework; adapt to local requirements. Manual completion and sending.
- Licence
- Single agent; completed client copies permitted.
SEE THE TOOL IN USE
Real files. Fictional example.
These previews show sample figures and records. Buyer files start without demo client data. Open a preview for a closer look.
01 / WHAT YOU GET
A useful tool.
A clear place to start.
- Eight-page agent playbook with five practical workflow steps
- Six-page worksheet document: preparation notes plus five editable worksheets
- Six situational client emails in one DOCX document and matching individual TXT copies
- Worksheets: Role and scope check, Private sale discovery, Responsibilities comparison, Service discussion record, Consultation recap.
- Clean buyer fields and placeholders; fictional marketing examples are separate.
02 / IN YOUR WORKING WEEK
Put it to work.
- Clarify who you represent.
- Ask what the owner wants to retain.
- Compare actual service scopes.
- Handle buyer introductions carefully.
- Agree on one next step.
03 / BEFORE YOU BUY
Your questions, answered.
What files are included?
One ZIP: three editable DOCX documents, 6 individual TXT copies and START-HERE.txt; 10 files total.
Can I use it without paid software?
Yes. Import the DOCX files into free Google Docs and open TXT copies in a text editor. A Google account is required for Google Docs. Layouts were checked after Google Docs import; desktop Word was not independently tested.
Is this a do-it-yourself home-selling package?
No. It is an agent consultation workflow for a homeowner exploring a private sale. It does not include a purchase agreement, legal forms or authority to advise another brokerage’s client.
Does this send messages or connect to my CRM?
No. You choose and personalize the relevant text, check permission and send through your own tools. No CRM integration, automatic sending or subscription is included.
Do the buyer files contain the sample client information?
No. Client fields arrive blank with instructions and placeholders. Filled website and Etsy examples are separate fictional marketing records.
Can I share it with clients or a team?
The single-agent licence permits completed client copies. Reselling or publicly sharing editable masters, or adding them to a shared team template library, is not included.
Purchase, download and support details
Purchase and download through Etsy. No physical item is shipped. Check the listing for current pricing, licence and setup instructions. Contact the shop through Etsy for order support and review the listing’s digital-download policies before purchasing.
Ready to take a closer look?
See the full listing, previews and download details on Etsy.
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