Real Estate Client Retention Bundle | 22 Canva Templates for Agents - Bundle

The single biggest leak in most real estate businesses isn't lead generation; it's client retention. The data is staggering: 91% of buyers would use their agent again, but only 12% actually do. This toolkit is designed to close that gap forever.

Stop letting past clients forget you and start building a predictable business fueled by referrals. This is not just a collection of templates; it's a complete, "done-for-you" system for post-close follow-up. We provide the finished, executable tools to help you stay top-of-mind, deliver consistent value, and transform your database into a powerful referral engine.

What's Inside: A Complete Client-for-Life System

This is a comprehensive library of strategically designed Canva templates that cover every critical touchpoint in your client retention plan.

1. Value-Driven Client Resources
Position yourself as a lifelong home wealth advisor with high-value, practical resources that solve common homeowner problems.

• The Hyper-Local Market Report: A clean, data-driven template with a dedicated section for your expert analysis, showing value an algorithm can't.

• The Annual Home Maintenance Checklist: A simple, seasonal guide to help clients protect their biggest investment.

• The Final Walk-Through Checklist: A professional, one-page guide to ensure a smooth and stress-free closing day.

2. The Celebration & Connection Suite
Build deep, personal relationships by celebrating the moments that matter most.

• The "Housiversary 2.0" Card: A data-driven anniversary card showing their home's equity growth. (Includes both a printable 5x7 folded card and a textable image template).

• The Client Birthday Card: A modern, celebratory design to show you care. (Includes both a printable 5x7 folded card and a textable image template).

• The Seasonal Holiday Card Pack: A curated pack of 5 stylish, non-denominational holiday e-cards.

• The Closing Gift / Thank You Card: An elegant, timeless card to close the transaction on a high note.

3. The "Pop-By" Gift Tag Library
Move beyond just ideas and start executing. This library includes 15 professionally designed, ready-to-print gift tags for the most popular and effective "Pop-By" concepts, from popcorn to potted plants.

Software Required

A free or Pro Canva account.

Your Quick-Start Guide

1. Make a Copy First

Before you edit, go to File > Make a copy. This keeps your original template clean for future use.

2. Download Assets Separately

This file contains many templates. To download, click Share > Download, then uncheck "All pages" and select only the specific pages you need.

3. Use the Correct File Type

• For static graphics (Instagram posts, flyers), download as PNG or JPG.
• For video content (Reels, stories), download as MP4 Video.

For a full step-by-step guide, visit:

besosocial.com/pages/guide