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REAL ESTATE

Client
Experience
Systems

Keep clients informed, happy, and coming back.

Templates + workflows that make great communication automatic.

Different gets remembered.
Silence gets forgotten.

Clients don’t remember every detail of a deal — they remember how it felt to work with you.  Clear communication builds trust. Consistent follow-up builds confidence. And silence? That’s where doubt creeps in.  When your systems support how you show up, clients feel informed, supported, and taken care of — before, during, and long after the deal closes.

“80% of sellers say responsive is a top-tier trait in an agent.” 

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What's Included

Client Communication Templates

Make every touchpoint effortless.

  • Pre-listing, under-contract, and closing email sequences

  • SMS snippets for quick updates & nudges

  • Post-closing check-ins (anniversary/birthday/seasonal)

  • Customizable to your voice + brand

Task & Timeline

Workflows

So nothing slips through the cracks.

  • Listing + buyer pipelines with due dates & owners

  • Offer/condition/closing checklists

  • Deadline alerts + doc status tracking

  • Plays nicely with the tools you already use

Keep-in-Touch Programs

Turn clients into lifelong fans.

  • Quarterly market-note emails (done-for-you or guided)

  • Lite CRM setup or tune-up

  • Event/invite templates (house-aversaries, VIP previews)

  • Referral-ask scripts that feel natural

How it works

STEP ONE

Audit

We map your current touchpoints (gaps + quick wins)

STEP TWO

Build

Templates, automations, and checklists tailored to your brand.

STEP THREE

Launch

We switch it on, train your team, and monitor the first 30 days.

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Starter

Core email sequences + checklists + 45-min setup, DIY guided.

MAKING THE RIGHT CHOICE

Packages

Frequently Asked Questions

HOW "CUSTOM' IS CUSTOM?

Your voice, tone, and brand built into every message.

WHAT IF I DON'T HAVE A CRM?

We’ll set up a lightweight one or tune your existing system.

HOW QUICKLY CAN WE LAUNCH?

Most agents ship the core system in 1–2 weeks (depends on scope).

WILL THIS WORK WITH MY CURRENT TOOLS?

Yes—Google, Outlook, Gmail, Asana, Trello, ClickUp, Monday, Slack, etc

ABOUT US

Winter Group partners with real estate professionals to bring clarity, creativity, and consistency to their business. From marketing strategy and design to seamless systems and elevated client experiences, every detail is built to help you look sharp, stay organized, and stand out. Because great real estate isn’t just about listings, it’s about how you show up every day.

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