EPIC Client Connect

A complete system with email and Canva templates to help agents build strong client relationships, generate repeat business, and increase referrals. It ensures exceptional service from transaction start to post-closing, keeping agents top-of-mind and delivering a "wow" experience that drives referrals every time.

SYSTEMS FOR BUYERS AGENTS

SYSTEMS FOR LISTING AGENTS

What is EPIC Client Connect?

EPIC Client Connect is a complete system for managing clients from lead to close. It includes email and text templates that keep buyers and sellers informed at every stage, ensuring a seamless, "wow" experience. This system positions you as the expert, saves time, delivers consistent service, and eliminates the need to reinvent the wheel—all while strengthening client relationships and generating more referrals.

🧭 You Know Real Estate, But You’re Drowning in the Details?

You're working hard—maybe too hard. Whether you're a solo agent trying to keep it all together, or a team leader who’s tired of being the trainer, systems builder, and customer service manager all in one... you're not alone.

If you're feeling any of this, EPIC Client Connect was made for you:

❌ You don’t have time to build or train on systems.

❌ You’re worried about your team’s client experience hurting your reputation.

❌ You want to grow, but every day feels like you're starting from scratch.

❌ You're tired of spending hours building

templates or rewriting the same email.

PROVEN SYSTEMS

PLUG- AND- PLAY TOOLS

ELEVATED CLIENT EXPERIENCE EVERY TIME

EPIC Client Connect delivers a ready-to-use, bilingual system that makes every client feel like your only client—no matter their price point, no matter who on your team is helping them.

BE EPIC | STAY EPIC | LIVE EPIC

Top 5 Ways EPIC Client Connect Will Improve Your Business:

Saves Time – Automates client communication with ready-to-use templates.
Ensures Consistency – Provides every client with the same high-level service.
Enhances Client Experience – Keeps clients informed and engaged throughout the transaction.
Builds Stronger Relationships – Creates a personalized touch without extra effort.
Increases Referrals – Happy clients naturally refer more business your way.

✨ Why Agents & Team Leaders Love It

Epic Real Estate Systems has transformed the way I run my business! After implementing their time-blocking strategies and client connection systems my productivity has grown, and I’ve gained more referrals than ever before. The step-by-step guidance and ongoing support from Epic Impact Coaching made it easy to stay on track and see results quickly. I finally feel in control of my business and have more time to spend on myself to create a healthy balance. If you’re a real estate agent looking to grow your business while working smarter, Epic Real Estate Systems is a game-changer!

- Cathy D., California

Since implementing Epic Real Estate Systems my real estate business has completely transformed!!It has helped me stay organized and free up time to focus on what truly matters—which is serving my clients and growing my business. I’ve become more productive and my workflow is smoother than ever.
The best part is I’m spending less time on administrative tasks and more time building relationships and generating referrals. If you’re looking for a smarter way to manage your real estate transactions and boost your efficiency this system is a must-have! I highly recommend!

- Veronica B, Texas Agent

What's Included in Our EPIC Buyer Roadmap

🧭 Step-by-Step Buyer Workflow
From first consult to closing and beyond, the entire process is mapped out in a visual, easy-to-follow flow.
No more guessing. No more missed steps.

💬 Scripts, Emails & Templates Ready to Go
Each card includes pre-written scripts, emails, and client communications—in English and Spanish—so you or your team can deliver clear, professional messaging without starting from scratch.

📌 Customizable Checklists for Every Phase
Stay organized and client-focused with built-in checklists for every major milestone—pre-approval, home tours, offer submission, inspections, closing day, and post-close follow-up.

👥 Built for Teams & Assistants Too
Easily delegate tasks with clarity. Your assistant or buyer’s agent will know exactly what to do, when to do it, and how—without needing your constant input.

🧠 Confidence Boosting for New Agents
Perfect for agents who feel overwhelmed or unsure. The Buyer Trello Board instantly provides a roadmap, builds confidence, and keeps the client experience top-notch—no matter the budget or background.

BUYER CLIENT CONNECT BOARDS FOR SOLO AGENTS & TEAMS

I WANT MORE INFO!

What's Included in our EPIC Seller Roadmap

📅 Pre-Listing to Post-Close Workflow
Every single step of the listing process laid out in a clean, visual board—so you always know what’s next (and so does your team).

💬 Scripts, Email Templates & Messaging
From pricing conversations to difficult updates—get proven scripts and done-for-you email templates in English and Spanish, ready to copy, paste, and personalize.

📝 Listing Prep & Marketing Checklists
No more scattered notes or dropped tasks. From photography to open houses, every marketing move is organized with timelines and accountability.

🧰 Built-In SOPs for Delegation
Want your assistant or team member to handle the listing launch? They’ll know exactly what to do, when to do it, and how to say it—with zero guesswork.

📈 Client Experience That Wins Referrals
Keep your sellers in the loop, confident, and impressed—at every touchpoint. This system helps you over-deliver so clients rave about you long after closing day.

SELLER CLIENT CONNECT BOARDS FOR SOLO AGENTS & TEAMS

I WANT MORE INFO!

🔥 Why It’s a Game-Changer:

✅ Stops things from slipping through the cracks
✅ Frees up your time without sacrificing quality
✅ Elevates your seller experience—no matter the price point
✅ Sets your brand apart in a crowded market
✅ Helps you build repeat and referral business on autopilot

Grab Your Free S.O.P. Trello Board for Everything You Need To Run A Successful