Work Samples

Calendar & Inbox

Agent Weekly Calendar

A week built around viewings, client calls and protected admin time.

View sample

Calendar & Inbox

Brokerage Owner Calendar

Meetings, inspections and team time kept separate and visible.

View sample

Calendar & Inbox

Viewing Schedule

Appointments confirmed, timed and shared with everyone who needs them.

View sample

Calendar & Inbox

Inbox Organisation

Labels, rules and priorities so the important mail surfaces first.

View sample

Calendar & Inbox

Email Templates

Consistent replies for the questions that come in every week.

View sample

Listings & Transactions

Listing Checklist

Every step from instruction to launch, in order, with owners.

View sample

Listings & Transactions

Transaction Tracker

One place for each stage, deadline and outstanding document.

View sample

Client Service

Conference Itinerary

Travel, sessions and meetings laid out day by day.

View sample

Client Service

Relocation Pack

A clear, welcoming pack for clients moving to a new area.

View sample

Operations & Projects

Trello Operations Board

Lists and cards that show exactly what is in progress.

View sample

Operations & Projects

Notion Listing Launch

A launch page bringing copy, photos and tasks together.

View sample

Operations & Projects

Asana Team Day

Today's priorities assigned so nothing waits on a question.

View sample

Client Service

Client Enquiry Handling

Enquiries logged, answered and handed to the right person.

View sample

CRM & Leads

CRM Contacts & Pipeline

Clean records, clear stages and no leads left sitting.

View sample

Invoicing & Billing

Client Invoice

Accurate, professional invoices ready to send.

View sample

Invoicing & Billing

Aged Debt Tracker

Who owes what, and how overdue it is, at a glance.

View sample

Invoicing & Billing

Commission & Expense Tracker

Commission and costs logged as they happen, not at month end.

View sample

Invoicing & Billing

Billing Reconciliation

Statements matched and differences flagged before they grow.

View sample

Automation & Systems

Zapier Lead Automation

New enquiries captured and routed without anyone copying them.

View sample

Automation & Systems

Viewing Booking Automation

Bookings land in the calendar and the CRM automatically.

View sample

Automation & Systems

Airtable Property Database

One searchable record of every property and its status.

View sample

Marketing & Research

Social Content Calendar

Posts planned ahead, so the feed never goes quiet.

View sample

Marketing & Research

Social Engagement Log

Comments and messages tracked so conversations are followed up.

View sample

CRM & Leads

Lead Tracker

Every enquiry with its last contact and next action.

View sample

Marketing & Research

Market Research Summary

Local prices and stock pulled together into something usable.

View sample

CRM & Leads

Expired & FSBO List

A fresh list of opportunities to work, with contact notes.

View sample

Reports & Documents

Agenda & Minutes

Agendas prepared and decisions recorded with owners.

View sample

Reports & Documents

Listing Presentation Slides

A tidy presentation ready for the seller meeting.

View sample

Reports & Documents

Weekly Executive Summary

A short weekly read on what happened and what is next.

View sample

Client names and details in these samples are fictional, used to show the format and standard of the work.