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.
EPIC Buyer Roadmap: What's Included?
🧭 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 offered 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 from 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 Board instantly provides a roadmap, builds confidence, and keeps the client experience top-notch—no matter the budget or background.
EPIC Seller Roadmap: What's Included?
📅 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.
🔥 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
📩 Stay in the Loop
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