Everything feels scattered between your inbox, phone notes, and the sticky tabs in your car. You need one system that can keep up with everything happening behind the scenes of your real estate biz (like our faves)
You're juggling buyers, listings, open houses, and vendor chaos…
This Trello + Asana Template Collection was created by real estate agents FOR real estate agents -- and now you can use this system, too!
You’ve got buyers to manage, listings to track, and open houses to prep—let’s make it easier.
Take the stress away from organizing your real estate biz! We've packed this bundle with 10 Trello + Asana Templates - designed for real estate agents to keep you organized with all the moving parts of your ever-growing biz!
Whether you're using Trello or Asana all you need is a FREE account! Create your free account, grab these templates & get your biz life organized today!
Trello + Asana Template Bundle Collection
$139
add to cart!
For Real Estate Agents
$49
It's time you *finally* have
one powerful platform to organize every part of your real estate business—clients, listings, open houses, marketing, and more—all in one place.
This isn't your typical template bundle.
These templates aren’t basic. They’re built to give you the full picture so you can confidently manage buyers, listings, open houses, vendor relationships, and marketing—without dropping the ball. This collection is a complete system—a powerhouse of plug-and-play templates with built-in checklists and workflows to help you run your real estate biz like a pro. 😍
Each template comes with a BTS video so you can see exactly how it works and how to make it your own. 👉Not familiar with Trello or Asana? Don’t worry—we’ve included quick-start videos to help you hit the ground running in whichever platform you choose!
THIS IS A COMPLETE
What's inside The Trello + Asana Template Bundle:
system
Just copy + paste into your biz! These templates were created specifically for real estate agents—so you can organize your listings, manage your buyers, prep for open houses, and track vendor relationships without the stress!
10 Trello + Asana
Templates
1
See these templates in action! Go behind the scenes with us as we show you step-by-step how to make them your own. You’ll learn how to customize them for your market, your style, and your sales process!
14 BTS Video
Trainings
2
You get access to all 10 templates and 14 video trainings for LIFE.
Plus, anytime we make an update we'll send it your way!
Lifetime
Access
3
what you'll get
Everything Inside:
content PLANNING template For real estate agents
Plan out ALL of your marketing content with one easy board (workflows included!)!
Buyer’s Journey Tracker template
Keep every buyer moving forward with ease—from first inquiry to closing day! Follow-ups, next steps, and timelines all in one spot.
Listing Management template
Stay on top of all your listings—active, coming soon, under contract—you name it. No more scattered notes or missed updates!
Open House Manager template
Plan and prep for every open house with confidence! Track materials, timing, signage, follow-ups and more—without scrambling last minute. ;)
get the bundle now!
Vendor Partner CRM Template
Build and manage your go-to vendor list so you can refer with confidence (and never dig through old emails for that painter again!).
TRELLO + ASANA
real estate
Trello & Asana Setup
Done for You
AKA: the “I Don’t Have Time for This” business system setup
let us build it for you -- learn more!
You're not alone! If you'd rather skip the setup and get a system that’s personalized, branded, and built to fit your biz perfectly, you'll love our
Do you Love the templates, but wish someone would just do it for you?
This is EXACTLY what I needed in my biz!! She makes it so easy to stay organized!
🙌 Wow! So easy to use - you need these!
I'm new to Trello but it was easy to implement. These templates make life easier & I love having a foundation for organizing my biz!
THANK YOU THANK YOU THANK YOU for the templates and videos! This system will definitely put me back on track!
Kat is the queen of Trello. In the past it has been so overwhelming for me visually, but she's helped me simplify it!
What's so great about
Trello + Asana are both free tools (yep, free) easy to use, available on the go & perfect for customizing based on your specific biz needs!
👉 Trello + Asana allow you to organize your biz on various "boards" (kinda like Pinterest for your to-do's!)
👉 You can add checklists, due dates & sync with other tools like Dropbox & Google Drive
👉 Use it if you're a one (wo)man show, or if you have a team (I've used it with workflows for a team of 6!)
👉 Personalize your board with labels, branding & background images
👉 Access your boards from your phone or computer (so your on-the-go self can stay organized & efficient wherever your biz takes you!)
this custom real estate bundle?
From Sticky Notes to Systems
Task Management for Real Estate Agents with Guest - KSA Project Manager, Samantha Haycraft (former top producing real estate agent)!
CATCH UP ON THE LATEST EPISODE
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