Monday · see the whole board
Review lead-client-pipeline.csv and listings-clients.csv. Filter to active stages, overdue follow-ups, and deadlines in the next 14 days. Choose one next action and one owner per open row.
Real-estate operations · weekly system
Run the week.
Keep the details moving.
A practical operating system for a solo agent or small team: track leads and clients, launch listings, follow up after showings, hand off transactions, and keep simple marketing visible without pretending Packd is your brokerage, CRM, or MLS.
One-time digital purchase · real downloadable files · no fake listings, clients, reviews, or results.
Preparing listing imagery too? The toolkit organizes the listing workflow; Photo Editing is a separate service for discussing image-editing work. Toolkit purchase and editing are separate purchases.
8 CSV workflows3 Canva-compatible SVG mastersAI prompt sequencesFirst-week guide
Who it is for
The Monday-to-Friday layer between your inbox and your closing checklist.
Use it if you are a solo agent, an assistant-supported agent, or a small team that needs a shared view of what is due next. It is built around real operating moments—not a generic freelancer dashboard.
A weekly operating rhythm
One place to decide what happens next.
Start with one real lead, listing, showing, or transaction. The files are blank where your records belong.
Tuesday · launch or unblock a listing
Work the listing-launch-checklist.csv from facts and approvals through assets, disclosures, links, and publish QA. Keep the marketing-checklist.csv as the approval record.
Wednesday · follow up on purpose
Use follow-up-cadence.csv to decide who is due, why you are writing, and what the next step is. The cadence is a reminder framework—not an auto-send or a promise of response.
Thursday · make showings repeatable
Prep from showing-open-house-workflow.csv, record only the facts and permissions you need, then set a dated follow-up before the event leaves your attention.
Friday · hand off and plan
Review transaction-handoff-checklist.csv for missing owners or documents, then choose a small set of verified topics in marketing-content-plan.csv for next week.
Purpose-built coverage
The pieces match the work.
Import the CSVs into Notion or a spreadsheet, then customize the views and owners around your brokerage process.
Lead + client pipeline
A single view for source, stage, last contact, next follow-up, next action, owner, and notes. Use a code when a full name is unnecessary.
Listing launch
A handoff-friendly checklist for intake, facts, media, copy, approvals, disclosures, links, launch, and post-launch review.
Showing + open house
A lightweight event workflow that keeps prep, public location, contact/guest log, follow-up due, and status together.
Transaction handoff
Milestone rows with handoff owner, due date, documents/facts confirmed, escalation flag, and notes.
Marketing planning
A weekly content queue for listing and local-market topics, channels, formats, source facts, asset needs, approvals, and links.
AI prompts
Sequences for verified listing copy, open-house promotion, buyer/seller follow-up, and a weekly pipeline report, each with a review step.
Actual delivery
Every promised file is here.
These are the same real files linked from the delivery email and source package. Nothing below is a screenshot of an imaginary workspace.
README / scopesource-package.txt · Plain text · read firstFirst-week setup guidesetup-guide.txt · Plain text · setup, compatibility, weekly rhythmListings & clientslistings-clients.csv · CSV · import into Notion or SheetsLead & client pipelinelead-client-pipeline.csv · CSV · stages, next action, owner, follow-upListing launch checklistlisting-launch-checklist.csv · CSV · pre-launch through publish QAFollow-up cadencefollow-up-cadence.csv · CSV · due dates and message purposeShowing & open-house workflowshowing-open-house-workflow.csv · CSV · prep, event, guest log, follow-upTransaction handoff checklisttransaction-handoff-checklist.csv · CSV · milestones, documents, ownersMarketing QA checklistmarketing-checklist.csv · CSV · approval, facts, channel, publish dateMarketing content planmarketing-content-plan.csv · CSV · weekly content planningReal-estate AI prompt sequenceslisting-prompts.txt · Plain text · copy-ready prompts + QAListing flyer masterlisting-flyer.svg · SVG · upload to CanvaOpen-house social masteropen-house-social.svg · SVG · upload to CanvaMarket-update social mastermarket-update-social.svg · SVG · upload to Canva
Compatibility + setup
Start in your first week, without a platform claim.
CSV files
Import into Notion via Import → CSV, or open in Google Sheets/Excel. The header row is the schema. You create property types, views, relations, permissions, and retention rules in your own workspace.
SVG files
Upload to Canva or another SVG-compatible editor. Duplicate the master and replace bracketed text. Bring licensed property photos, logo, contact details, QR destination, colors, disclosures, and approved copy.
Prompt files
Copy into your own AI account. Use verified, de-identified facts only; review fair-housing, brokerage, MLS, local-law, privacy, and platform requirements before sending or publishing.
Why this is different from Packd's general freelancer products
Same practical file philosophy. Different operating week.
Packd's general freelancer products organize projects, invoices, content, and client work across service businesses. This toolkit is narrower and more real-estate-specific: lead stages, listing launch QA, showing/open-house follow-up, transaction handoffs, brokerage approvals, property facts, and local-market content are the organizing spine.
Delivery checklist
After a completed purchase, the confirmation email links to these files. The same public product page is the reference point for Vault members; member access itself remains protected behind sign-in.
- README / scope ↗source-package.txt · Plain text · read first
- First-week setup guide ↗setup-guide.txt · Plain text · setup, compatibility, weekly rhythm
- Listings & clients ↗listings-clients.csv · CSV · import into Notion or Sheets
- Lead & client pipeline ↗lead-client-pipeline.csv · CSV · stages, next action, owner, follow-up
- Listing launch checklist ↗listing-launch-checklist.csv · CSV · pre-launch through publish QA
- Follow-up cadence ↗follow-up-cadence.csv · CSV · due dates and message purpose
- Showing & open-house workflow ↗showing-open-house-workflow.csv · CSV · prep, event, guest log, follow-up
- Transaction handoff checklist ↗transaction-handoff-checklist.csv · CSV · milestones, documents, owners
- Marketing QA checklist ↗marketing-checklist.csv · CSV · approval, facts, channel, publish date
- Marketing content plan ↗marketing-content-plan.csv · CSV · weekly content planning
- Real-estate AI prompt sequences ↗listing-prompts.txt · Plain text · copy-ready prompts + QA
- Listing flyer master ↗listing-flyer.svg · SVG · upload to Canva
- Open-house social master ↗open-house-social.svg · SVG · upload to Canva
- Market-update social master ↗market-update-social.svg · SVG · upload to Canva
Put the next action somewhere you can see it.
Buy the existing $32 toolkit, or use the Vault if you want the wider Packd library and monthly member resources.
🔓 Get this and everything else in The Vault for just $12/mo
Join The Vault →
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ORDINARY BUYER TIER
Real Estate Agent Toolkit
$32.00 one-time purchase
Buy the ordinary download →Includes the existing Packd buyer delivery for this toolkit. Not a rebrand-and-resell license. Refund policy.
OPTIONAL RESELLER TIER
PLR/MRR License — rebrand & resell
Need to sell your own version? This separate license includes the editable source package for Real Estate Agent Toolkit. Rebrand it first, then sell it under your own name.
$128.00 one-time license
Read the plain-language PLR/MRR license terms and Copyright & DMCA policy before checkout.
Buy the PLR/MRR license →Editable source files are delivered by email after payment. This tier is not the ordinary buyer download. See refund eligibility.
New: embedded copy-paste AI prompt sequences
Real-estate workflows now includes ready-to-use fields, exact prompts, and practical follow-ups inside this toolkit page. Fill in the brackets and paste the prompt into your own ChatGPT or Claude account. These are static drafts: Packd does not run them automatically or connect to an AI service. Review every output against your real facts before using it.
REAL ESTATE AGENT TOOLKIT — COPY-PASTE AI SEQUENCES
Use only verified MLS/brokerage-approved facts. Remove private client information. Review against fair-housing, advertising, brokerage, local-law, MLS, and platform rules before publishing. AI does not verify a listing or make compliance decisions.
1. LISTING COPY FROM VERIFIED FACTS
Fields: [ADDRESS OR PUBLIC DISPLAY ADDRESS], [PRICE], [BEDS], [BATHS], [SQFT], [LOT], [YEAR], [VERIFIED FEATURES], [KNOWN LIMITATIONS], [AUDIENCE], [CTA].
Prompt: “Write three listing-description drafts for [AUDIENCE] using only: [ADDRESS OR PUBLIC DISPLAY ADDRESS], [PRICE], [BEDS], [BATHS], [SQFT], [LOT], [YEAR], [VERIFIED FEATURES], and [KNOWN LIMITATIONS]. Use accurate, neutral property language. Do not invent measurements, renovations, school quality, commute times, neighborhood claims, buyer suitability, scarcity, or investment returns. Flag missing fields and return a compliance review list. End with [CTA].”
Follow-up: “Compare this draft [DRAFT] with the source sheet [FACTS]. Highlight every mismatch, unsupported adjective, and fair-housing or brokerage-review flag; do not silently rewrite.”
🔒 3 more workflow prompts are included with purchase.
Unlock the full set with Real Estate Agent Toolkit or a Vault membership.
Already bought? Open the access link in your receipt email. Vault member? Sign in.
Read Packd's disclaimer · What these resources can—and cannot—do