Client scripts and templates to copy

Call scripts, emails, questions and forms for the first call, the follow-up and the thank-you.

Twelve questions to send before a discovery call: who they are, what they want to change, what they've tried, their timeline and budget, and how they'd like to be contacted.

Eighteen questions for a first sales call, grouped by what they uncover: where they are now, the problem, what good looks like, who decides, the budget and the timing.

Eight short cold emails for the moments that give you a reason to write: a referral, a trigger, a new job, an event, a problem you've solved before.

Seven introduction emails for the first message to a new prospect, a warm introduction through a friend, a handover to a colleague and a new role.

Ten thank-you messages for the moments a small business should say it: a sale, a first order, a repeat order, a payment, a finished job, a fixed problem, a referral and a review, plus two that ask for a review or an introduction.

Six WhatsApp messages and three emails for the ask after a job: the Google review, the testimonial for your website, and the one follow-up.

Six scripts for the calls agents make every week: expired listings, for sale by owners, just listed and just sold, your sphere, open house visitors and past clients.

A one-page outline for the listing appointment: the questions to ask first, the price talk, the fee talk and how to ask for the listing, with the follow-up for the week after.

Twenty questions for a 30-minute first meeting with a buyer: why now, the money, the home, how you'll work together and the first viewing day, plus three checks that tell you they're ready.

A sign-in sheet with the three questions that tell you who to call first: are they working with an agent, when are they buying, and do they have a home to sell.

Sixteen sales follow-up emails for no reply, quotes, meetings, "not now" and after the sale, each with a subject line and a send day.

Ten festivals from Chinese New Year to Christmas, six greetings each, with the words people use and when to send them.

A CRM template for Excel and Google Sheets with a Due column for today's follow-ups, open value by stage, a notes log and a consent column.

Every deal with its stage, value, close month and next step, plus this month's total, your win rate and the deals that went quiet.

A real estate CRM spreadsheet for Excel and Google Sheets: clients by type and stage, listings, a viewings log and a Due column for today's call-backs.

Seven stages, ten fields and four follow-up rules, built around the retainer renewal.

Seven stages, nine fields and a check-in three months after every project ends.

Six stages, eleven fields and a yearly reminder for each client's domain and hosting.

Six stages, eleven fields, and a reminder a week before each client's year end and GST return.

Six stages, eleven fields, and a rebook date for each yearly event.

Six stages, eleven fields, and a wedding date that turns into a yearly referral reminder.

Six stages, thirteen fields, and a reminder a week before each homeowner gets their keys.

Five stages, ten fields, each order as a deal with its menu lines, and a nudge for regulars who go quiet.

A customer board with yearly occasion reminders, and an order sheet for every delivery's details.