CRM + Business Management Trello Dashboard for
Real Estate Agents
Struggling to manage all
things business?
A fully built-out Real Estate Management System INSIDE Trello to help you Manage, Outline, Execute, and Track your business operations and clients.
$97
A One Time Payment
Organize your BUSINESS AND LIFE with one tool!
This template pack is a fully-customizable suite utilizing Trello to help you run your real estate business. These are the exact systems and processes I use everyday to operate my own real estate business as a top producing solo agent who has serviced over 100 clients.
One of the biggest pain points for most real estate agents is organization that results in solid productivity and strategy... It’s not you, it’s your systems. But we’re about to change that and make this your new reality thanks to this Trello template.
WHATS INCLUDED
$97.00
EVERYTHING NEED FOR A BUSINESS YOU'LL LOVE TO RUN
+ Past Client Trackers, Lead trackers, Pipeline Management, Business Standard Operations and Procedures, Content Planning/Email Marketing Planner, Branding & Marketing, Team Member Training & Development, Daily, Weekly, and Monthly Trackers, Weekly Management, And keeping all your To-Do's and Thoughts organized in ONE PLACE!+ Structured project and future planning systems to stop reacting to everything and be ready and prepared for anything coming your way.
+A fully customizable productivity system that makes it easier for you to show up, get what needs to be done DONE and so much more .
+ easily customized
+ instructions video walking you through how to use the template
+ strategies + examples infused throughout
TESTIMONIAL
TESTIMONIAL
FROM ASHLEY D.
This Trello template has brought order to the chaos on my desk – no more scattered notes with client information, and crazy to-do lists! Having everything consolidated in one organized space accessible on my desktop, iPad, and phone has streamlined the backend work of my business, allowing me to feel more organized and return to the aspects I enjoy – connecting with my clients!
I appreciate that the template comes with ready-made timeline suggestions, and it has been instrumental in prompting me to deliver quality services to my clients without feeling all over the place (i.e., tasks I might easily forget), such as ordering closing gifts or home anniversaries.
You can have all your business management in ONE TOOL!
We have done the work of building this productivity tool for you so not only will it save you the time of doing it yourself, but it also guides you on HOW it works.
Having your one go-to tool you need to PLAN. EXECUTE. TRACK. everything in your business!
FREQUENTLY ASKED QUESTIONS:
Can I use the free version of Trello?
Absolutely! You can use the free plan! One of my favorite things about Trello is that it's free to use. If you'd like the advanced features like AI or adding more than 10 boards (which I've never needed in the 3 years I've used Trello), you can absolutely upgrade your account. But again, it's not necessary and you can use every part of this template in the free version of Trello.
I am not 'techy' is this easy to use ?
I love Trello because it is easy to use! I describe Trello as a large piece of poster board with organized sticky notes.
I am a visual person, so the easy drag and drop features makes it easy to use without complicated tech.
How long do I have access?
You have immediate access to the dashboard as soon as you purchase. Once you access the templates, you can add to your Trello dashboard and keep them inside your account.
IS THIS $97 A MONTH?
NO! This is a one-time purchase for the entire template. No hidden fees or additional purchases needed.
Can I use the template on my phone or tablet?
Absolutely! Just download the Trello App on your phone, enter your account information, and you are ready to go!
I love using Trello on the go!
HOW WILL I RECEIVE ACCESS?
You will receive immediate access after purchasing with a link to the guide that contains the access to the training videos and link to duplicate to your own Trello dashboards.
Nishikwa Brown
REALTOR | CREATOR
As a seasoned real estate agent with over 6 years of experience, my zone of genius has always been systems and processes. I specialize in guiding other agents like yourself through the step-by-step actions required to establish a thriving business. Drawing from a wealth of trial and error experiences, I've honed strategies to preserve my sanity, accomplish tasks efficiently, and construct a life and business that I truly cherish.
My primary goal is to empower you to attain freedom through the implementation of effective systems, discipline, and organization. To facilitate this, I've crafted templates based on my proven system, and I am so happy to share them with you!
If you're eager to have a tool to manage all aspects of your business, enabling you to execute your plans with precision and achieve desired results without too much overwhelm, then access this NOW!
TERMS OF USE
TEMPLATE SINGLE-USE LICENSE
The Client Experience Templates are intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, or offer the Agreement to any third party or marketplace without express written consent from The Agent Factory. The Agent Factory retains title and ownership of all items included in this template. The Agent Factory reserves the right to take action against you if you violate the terms of use.
We do not represent or work for Trello in any capacity.
RETURN POLICY:
Due to the nature of digital products, we do not accept refunds once the purchase has been made since the product is automatically delivered to your inbox. All prices are listed in USD.