The Signature Client Journey

The Signature Client Journey

Packages start at $1,250. Luxury experience available

Stand out from every other agent in your town.

A complete, branded onboarding and experience system that clients rave about. This is how you stop feeling like “just another agent” and start delivering a repeatable, high-touch process that earns reviews, referrals, and repeat business without you reinventing the wheel every time.

Most agents think client experience is a nice-to-have. It is not.
Your onboarding, communication, and post-closing follow-up is where clients decide if you’re premium, if they trust you, and if they will recommend you.

The Signature Client Journey turns your process into a polished, branded system that makes clients feel cared for, confident, and in expert hands from day one through long after closing.

Includes

• Email templates and client touchpoints

• Buyer and seller guides

• Welcome kits (digital, printable, or both)

• Vendor list and referral network setup

• Post-closing nurture plan

What This Solves

• Scrambling to write emails for every deal

• Clients feeling uncertain or under-informed

• Missed opportunities for reviews and referrals

• Vendor lists that look random instead of polished

• No post-closing follow-up plan, which means you get forgotten fast

What You’ll Walk Away With

• A complete onboarding and touchpoint sequence for buyers and/or sellers

• A branded buyer guide and seller guide (based on your package)

• A welcome kit template and delivery plan

• A vendor list and referral partner framework

• A post-closing nurture plan with monthly touchpoints

• Copy and assets built to plug into your CRM or email system

Investment (One-Time Build)

Your pricing depends on scope, buyer-only, seller-only, or both, and the level of branding and design you want.

1) Essentials Journey

$1,250

• Core onboarding email templates + touchpoints (buyer or seller)

• 1 guide (buyer or seller)

• Simple vendor list template + formatting

• Post-closing nurture outline (basic schedule + prompts)

2) Signature Journey

$2,500

• Buyer and seller email templates + touchpoints

• Buyer guide + seller guide

• Branded welcome kit (digital)

• Vendor list + referral partner framework

• Post-closing nurture plan (12 months) with scripts and prompts

3) Luxury Client Experience

$4,000

• Everything in Signature Journey

• Elevated design + print-ready welcome kit assets

• Two versions of guides (first-time + move-up, or relocation + local)

• Vendor referral network setup package (partner outreach templates + tracking sheet)

• Review request system + timing scripts

• Implementation instructions for your CRM or email platform

Optional Add-Ons

• Print coordination pack (copy + layout for cards, inserts, packaging): +$500

• Extra guide (relocation, new construction, investing, etc.): +$350

• HubSpot setup (properties, lists, simple automation): +$750

• Monthly nurture execution (done-for-you follow-up support): $250/month

Want clients to rave about you and refer you, without you chasing every detail?
Choose the package that fits your business, and we’ll build your Signature Client Journey.