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Megan Gallant, REALTOR®

ICON Realtor at eXp Realty & Certified Mentor for Agents

Client Onboarding Templates

Client Onboarding Templates

CA$97CA$147

You get the notification. New lead.

And then you sit there. Cursor blinking. Deleting. Retyping. Deleting again.

Not because you don't know real estate. Because you don't know what to say in this exact moment, to this exact person, and you don't want to get it wrong.

I know that feeling because I lived in it. No real scripts, no real system, just vibes and anxiety that I'd missed something important.

So I wrote it all down. Every message I send a new buyer. Every message I send a new seller. The welcome message that goes out within the hour they say yes. The follow up after a listing appointment that keeps things moving instead of going quiet.

None of it is me scrambling anymore. All of it is a system built in simple templates.

Imagine never wondering what to say to a new client again....

WHAT'S INSIDE

01 · Buyer Scripts & Templates

  • Welcome message for new clients

  • Buyer Google Form to start the home search

  • Buyer onboarding form

02 · Seller Scripts & Templates

  • Welcome message for new clients

  • Seller CMA Google Form

  • Pre-listing appointment booking email

  • Seller listing questionnaire Google Form

03 · Bonus

  • Step-by-step videos on exactly how I set up my Stan Store

  • A full walkthrough of how I organize my Trello client workflows (Lead → Accepted Offer → Sold Pending Close → Closed 🎉)

  • Behind the scenes of how it all connects, so you set it up once and stop thinking about it

CLIENT ONBOARDING GUIDES

This Is the Document That Changes How Your Clients Experience You

It walks them through:

  • How you communicate

  • What timelines look like

  • What happens next

  • What you expect from them

So you're not explaining everything on the fly.

I built this because I needed clearer boundaries without the awkward conversations. When expectations are set early, clients feel more confident. And you feel more in control.

Buyers Onboarding Guide

  • How we'll work together and what you can expect from our team

  • Who you'll be working with and how our team supports you

  • How to communicate efficiently and what's considered urgent

  • When and how to request showings

  • Daytime vs. weekend viewing options, including open houses

  • How new listings work and how you'll receive home alerts

  • What to expect in competitive and multiple offer situations

  • How offer timelines and deadlines are handled

  • How and when offers are prepared

  • Our team's availability

  • Your responsibilities as a buyer

  • What past clients have said about working with us

Sellers Onboarding Guide

  • How we'll work together and what you can expect from our team

  • Our selling philosophy, pricing approach, and strategy

  • How to prepare your home for market

  • How showings, access, and open houses work

  • Communication guidelines and availability expectations

  • What to expect during offer timelines and multiple offer situations

  • How negotiations and next steps are handled

  • Your responsibilities as a seller

  • What past clients have said about working with us

Our goal is for you to feel informed, confident, and excited as we move forward.

LIFETIME ACCESS INCLUDED ✨

When you get this, you get lifetime access to every future update, improvement, and new version at no additional cost. As I refine and evolve these templates, you'll always have the most current version.

WHAT YOU WALK AWAY WITH

  • You get your time back. No more writing the same email 47 times.

  • You stop feeling scattered inside transactions. Everything has a home, and you always know what's next.

  • You look like a true professional from the very first message.

WHAT AGENTS ARE SAYING

A FEW NOTES ABOUT WHAT'S INSIDE

  • These templates are designed for use in Flodesk. A Flodesk account is required to use them as built (14-day free trial available).

  • If you'd rather not use Flodesk, the email wording can be copied and pasted into your existing CRM or email platform like Gmail, Outlook, etc.

  • This system is meant to support the CRM you already use, not replace it.

  • Get 25% off your first year of Flodesk with code: https://flodesk.com/c/MEGANGALLANT

IS THIS FOR YOU?

  • You want a clear, repeatable process for handling new buyer and seller inquiries

A FEW QUESTIONS BEFORE YOU GET STARTED

Do I need Flodesk? The templates are built for Flodesk, and there's a 14-day free trial if you want to try it. If you'd rather stick with your current CRM or email platform, the wording copies over easily, this is built to support what you already use, not replace it.

How long does this take to set up? Most of this is copy-paste and go. The full system, including the Trello board, is set up in under 60 minutes. *If you don't want to use Trello, you could use Asana or Google Sheets (free)!

ABOUT ME

Hi, I'm Megan 👋🏼 I'm a Realtor in Fredericton, systems-and-templates girl, and I built this because I got tired of guessing what to say. If it helps you feel half as prepared as it's made me, it's done its job.

🚨 LIMITED TIME OFFER!!!

Add SOP Library for Realtors for only CA$297

Use the code "Onboard" for 30% off!!

YES! CLAIM NOW

Get exactly what to say

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