The 5 spreadsheets every real estate agent needs (but nobody teaches you)
Most agents are running their business off sticky notes and memory. Here's what actually moves the needle:
1. Lead Pipeline Tracker — Know exactly where every prospect is. Cold, warm, hot, under contract. Stop losing deals because you forgot to follow up.
2. Transaction Checklist — From offer accepted to closing day. Every document, every deadline, every call. Never miss a step again.
3. Monthly P&L — You're a business owner, not just an agent. Track your marketing spend, commission splits, and actual take-home. Most agents have no idea if they're profitable.
4. Client CRM — Past clients = future referrals. Track birthdays, anniversaries, last contact date. The agents making $500K+ all have this dialed.
5. Listing Prep SOP — Standard operating procedure from signed listing agreement to going live on MLS. Photography, staging, pricing strategy — one checklist, no chaos.
I built all 5 (and more) as plug-and-play templates. If you're tired of winging it, check out OpsPack.
