This Notion template is designed to help you track and manage your real estate clients and interactions in an organized, efficient way. It includes two main databases: Clients and Interactions, as well as views that will allow you to quickly access important information and tasks. This guide will explain each database, its fields, and offer tips for using the template effectively.

Databases

• Clients database: This database is for tracking all your clients, whether they are buyers or sellers. It helps you manage their status in the real estate process, keep track of their preferences, and set up follow-ups or next steps.
• Interactions database: The Interactions database is designed to track every communication or action taken with a client. This includes emails, phone calls, meetings, and any other relevant interactions.

Recommended Workflow

To get the most out of this template, we recommend the following workflow:

1. Client Acquisition:
   • Add new clients to the Clients database with all relevant details (Type, Status, Property Details, etc.).
   • Set the Status to "New" and define the Next Step (e.g., "Initial call").
2. Tracking Interactions:
   • Log every interaction with your clients in the Interactions database (calls, emails, meetings).
   • Record the Outcome and set the Next Action to keep the process moving forward.
3. Follow-Up:
   • Regularly check the Upcoming Interactions and Next Action views to ensure no client is neglected.
   • Update the Clients database with any changes to Status or Next Step as you make progress with each client.
4. Closing the Deal:
   • Once a deal is closed, update the Client Status to "Closed" and mark the final Outcome in the Interactions database.
   • Make sure the deal's details are correctly logged and any post-sale follow-up is scheduled.

Other Resources

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