CANADIAN REALTOR TOOLKIT / Editable DOCX for Google Docs & Word + TXT
Canadian Relocation Client Kit
Help a relocating buyer compare practical daily-life needs, plan a useful scouting visit and identify local information that still needs verification. The agent builds a current, client-specific guide instead of handing over a generic city brochure.
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: Relocation discovery, Area comparison, Scouting visit plan, Local information source register, Relocation decision recap.
- Clean buyer fields and placeholders; fictional marketing examples are separate.
02 / IN YOUR WORKING WEEK
Put it to work.
- Define the move before recommending areas.
- Build a guide from verifiable local sources.
- Plan a scouting visit around the decision.
- Coordinate the cross province handoff.
- Close the information gaps.
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 finished city guide?
No. You build the local guide using the client’s priorities, current official sources and your own area knowledge. No city database, immigration guidance or guaranteed school eligibility is included.
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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