Say Hello To: The Buyer & Seller Goodbye Packets

May 1, 2020

TL : DR – THE BLUEPRINT TEMPLATE COLLECTION FOR REALTORS IS NOW LIVE! Today we’re continuing our weekly blog series of “new template previews,” showcasing our latest addition to the Realtor marketing template line. Read on to meet the Realtor Buyer & Seller Goodbye Packets, and the intention behind them.

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When it comes to branded client resources in your real estate business, the idea of Buyer & Seller Guides gets a lot of love. My recent previews of the Realtor Welcome Guide and Listing Proposal templates have stolen a little spotlight recently, too. 

But why stop there?

Today, I’m wrapping up my blog series with a look at the final Realtor marketing template to join my Collection, now live in the Shop for instant download + customization in Canva. It’s probably not a client document you’ve thought of before. In fact, it’s not a resource I’ve seen commonly used — if ever — in the agent community, which is why I’m especially proud to be adding it to your communications toolbox. 

Because if I could stress ONE equally important tool for your business, it would be this oft-neglected, underdeveloped template companion for your transaction journeys: 

The Buyer & Seller Goodbye Packets.

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Let me explain…

How you finish a transaction matters. I’ve had the privilege of working with some incredible personality-based brands in real estate. One thing I’ve learned from these market leaders is the value of not only starting well with transaction client care, but finishing well. Concluding buyer and seller collaborations with the same clarity, kindness, and uncommon attention to detail that compelled your clients to choose you in the first place.

Most agents are doing the same thing here. The challenge is working out exactly HOW to finish strong, with a sense of differentiation. Think about it. Aren’t most agents finishing their client journeys the same way? When closing day is just around the corner, what do the majority of Realtors talk and think about?

“Hmm. Guess I should decide on a closing gift.”

“Should I go with the monogrammed cheese board again? Maybe a gift card?”

“WHERE the heck is my box of thank-you cards?”

There’s a bewildering array of client gift ideas to choose from and plenty of simple, thank-you-card ways to let your buyers and sellers know you’re ending things gratefully. And I’m not saying these ideas aren’t valid. I’m a huge fan of quality client gifting, and speak often about the importance of personal touches like handwritten cards. But…is it enough? Are you fully informing your clients at the end, reminding them of your brand excellence, and inviting them to support and collaborate with you in the future?

You shouldn’t struggle with showing this kind of client care at the finish line. The conclusion of a buyer or seller journey is a milestone that I believe most agents simply don’t know how to approach. Due to any number of reasons (like exhausting last-minute transaction glitches, or pure lack of time), most Realtors neglect their personalized experiences at the finish line. And thereby give up an incredible opportunity to end the client relationship strong.

What if there was a more stand-out, intentional way to offboard your buyers and sellers?

Meet the final template addition to the BLUEPRINT Collection: a Collection of modern, elegant, fully customizable client communication templates made exclusively for Realtors with the savvy of an agent and the heart of a designer.

The Buyer & Seller Goodbye Packets.

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WHAT ARE THE BUYER & SELLER GOODBYE PACKET TEMPLATES?

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This magazine is for sharing with clients (either digitally or in print, just like its companion templates) shortly before you hand over the keys or settle yourselves at the closing table. It’s designed to address concluding questions, ease stresses in the final days of a transaction, and conclude the relationship with helpful information, generosity, and gratitude. Along with that dose of stylish branding reinforcement as you part ways.

If you’ve been following along with my “pre-launch template preview” blog posts so far? Then you already know that the template Collection makes it easy for you to lead clients down an effortless journey of transaction milestones — from New Lead, to Committed Client, to Closing Day.

So, in summary, here’s where we are at:

01 – the Welcome Guide template helps move your people from New Lead to Committed Client.

02 – If you’re working a seller, the Listing Proposal template comes in as your pre-listing “pitch pack” to convert your seller leads into Committed Clients.

03 – From here, the Buyer and Seller Guide templates guide your people seamlessly from Committed Client to Closing Day.

04 – Shortly before closing day, the Goodbye Packet template steps in to help you finish the transaction strong.

As you can see, the Welcome Guide is your winning introduction and the Buyer/Seller Guides and Listing Proposal are your functional transaction documents. Then, finally the Goodbye Packet rounds out the client experience as your graceful exit piece.

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WHO ARE THE BUYER & SELLER GOODBYE PACKET TEMPLATES FOR?

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Any professional agent, broker, team leader, or larger company in the real estate business. For personality-driven real estate brands who crave bespoke identities and modern, high-converting client materials to grow and convert business.

More specifically, the Buyer & Seller Goodbye Packets are for real estate pros who want to offboard their clients with the same professional care + brand excellence they started with.

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WHAT ARE THE ELEMENTS OF A SUCCESSFUL BUYER & SELLER GOODBYE PACKET?

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Essential checklists. Your clients have a lot on their plate, both mentally and otherwise, at the end of a transaction, just like you do. Don’t minimize this. Address it head-on. If you can simplify their thinking around stressful moving processes — providing helpful “pre-move” and “post-move” checklists — then you’re suddenly even more of a hero than you already were.

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List of resources. Who should your buyers call about a home warranty? Who are the primary utility providers in your area? Do the legwork in advance and give your clients the information they need to breathe easier, connect with the right resources, and transition smoothly.

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Helpful tips and information. Especially for your buyers, there are so many helpful tips worth sharing. This is a time to go “above and beyond” with value that they weren’t necessarily expecting to receive: like info on how to apply for a Homestead Exemption (if applicable), tips for organizing their new home, etc. Be. The. Hero.

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Invitation to additional services. Odds are, many of you offer real estate services outside of working only with buyers and sellers. Do you manage rental properties? Advise on property investments? Offer ongoing concierge services? See your Goodbye Packet not only as an opportunity to thank the client for services rendered, but entice them to keep communication open and think of you as a future resource in other areas, too.

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Testimonial request. I can’t think of a more perfect or natural space to request social proof like client reviews, than your Goodbye Packet. Remember to be confident in your request, always dignified, and specific about the kind of feedback you’d love to receive.

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Referrals request. This goes hand-in-hand with the testimonial request. Express sincerity and let your clients know that you’re eager to serve their friends and family with the same care you’ve shown them. Invite them to trust you with their sphere.

Heartfelt thank you. As always, bring things full circle with a kind and sincere concluding note, thanking the buyer or seller for a wonderful collaboration and expressing your desire to stay connected moving forward.

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Now, let me introduce you to the Buyer & Seller Goodbye Packet templates created and offered exclusively here at BLUEPRINT, a creative studio serving the real estate industry.

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THE BUYER AND SELLER GOODBYE PACKET TEMPLATES ARE 25+ PAGES EACH, BOTH FULLY CUSTOMIZABLE MAGAZINES IN CANVA.

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THE BUYER GOODBYE PACKET INCLUDES:

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+ Welcome

+ Essential New Home Checklist

+ Pre-Move Essentials

+ Post-Move Essentials

+ Utility Information

+ The Homestead Exemption (optional, depending on your area)

+ The Home Warranty

+ New Home Organization Tips

+ Working With Me / Us After Closing (presentation of additional services)

+ Staying Connected (invitation to social media channels)

+ Showing Your Support (testimonial request, referrals request)

+ Heartfelt Thank You

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THE SELLER GOODBYE PACKET INCLUDES:

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+ Welcome

+ Essential Home Sale Checklist

+ Pre-Closing Checklist

+ Closing Day Checklist

+ Working With Me / Us After Closing (presentation of additional services)

+ Staying Connected (invitation to social media channels)

+ Showing Your Support (testimonial request, referrals request)

+ Heartfelt Thank You

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SPECIAL TEMPLATE EXTRAS:

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+ Professional copywriting built-in

I’m out to provide as much immediate and long-term value as I can in your template purchase. A turn-key experience.

So, as a former Realtor and former journalist both, I’ve invested the time up front to craft + integrate all the template verbiage for you. This means the customization process will be totally seamless for you, no matter how much time you wish to contribute. 

With expertly crafted copy already in place, your only task upon purchase will be to customize any branding and images, and tweak minor verbiage as needed to reflect your personal and/or contact info, any market-specific terms or definitions, case study info, etc. You can customize a 30+ page magazine in an hour or less. 

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+ Free high-res stock imagery

Each template in my Collection includes a highly curated collection of quality photos that you are 100% free to use in the templates and elsewhere in your marketing if you choose. 

(I even filtered all the images in Lightroom, so they present as a perfectly curated collection within each template, as if they were all shot by the same photographer or purchased from the same image bank. Type-A much? I’ve got you.) 

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+ Free font links

Each template is designed using quality free fonts. I include links to each font in your template download package. (You are, of course, welcome and encouraged to bring in your own brand fonts as wanted, if you already have a set font system in place within your marketing.)

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+ Instructions PDF

Just a quick video and a few helpful tips to help you customize your template with efficiency and ease.

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SOME OTHER FAQs

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“Are the Buyer and Seller Goodbye Packets offered separately or together?”

To be clear, the Buyer Goodbye Packet is its own 25+ page PDF magazine template, and the Seller Goodbye Packet is its own template as well. As you can see from the table of contents outline for each, they are individually tailored to the nature + needs of the clients they’re designed to support. 

To keep things simple, and ensure that you have both sides of the client experience covered, the Buyer and Seller Goodbye Packet templates are bundled together as one “duo template” product in the Shop.

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“When would I deliver a Goodbye Packet like this to my client?”

Since the Packets include helpful info like pre and post-move checklists, utility information (for buyers), etc., I would recommend sharing the Goodbye Packet with your clients about a week or two out from closing day.

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“What if an aspect of the Table of Contents doesn’t apply to my area or client, like the Homestead Exemption?”

No worries! You can simply delete the information or pages that don’t apply to you / your clients (and adjust the Table of Contents accordingly). That’s the beauty of having a custom template that can be quickly and easily tailored to you and your people.

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“I always struggle with knowing how to ask for reviews or referrals. Is the copy for these sections included in the template?”

You already know it. 😉 I agree that there’s a real art to requesting the ongoing support and trust of your clients in this way. And there’s a fine line between asking with confidence and sincerity, and coming off like a sales pitch. Lucky for you, I’ve done all the professional-copywriting-legwork already. You can entice clients to continue the relationship far beyond the closing table, and do so elegantly.

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“What size are the Buyer & Seller Goodbye Packet templates?

Each template in the BLUEPRINT Collection  is A4 size. I chose A4 for different reasons. Most notably: most agents I talk to wish to send out their media kits via email (faster delivery and saves expense). A4 showcases beautifully via email, whereas a more standard magazine size usually fails to display as two pages. And if you are investing in quality communication materials, then I want to guarantee that these magazines will display easily and beautifully.

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“What if I don’t have a team?”

No worries. I’ve created both “solo agent” and “team” versions of all templates in the Collection, so at time of purchase, you can choose the option that best serves your model. 

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“Is the template fully customizable and easy to use?” 

Oh, you bet. These templates are designed with absolute “non-designers” in mind. I know there is no “one-size-fits-all” solution. This is why each template is unbelievably easy to edit to your business branding, colors, and fonts, to make your client materials look and feel expertly built + beautifully designed.

All templates were created for customization in Canva, which is quite possibly the most easy, user-friendly design software out there. Perks include loads of free fonts and images, and a simple drag-and-drop interface. If you’re brand new to Canva, you may spend a few moments of poking around to figure it out, but no heartburn involved, I promise. Your template will include an Instructions PDF + Video to guide you through the customizations, too.

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BLUEPRINT is a boutique creative studio serving the real estate industry. Visit our website for information about our services and to learn how our team can support your real estate branding, social media and editorial needs.

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