Kim Hughes

Providing solid solutions since 1999 specifically tailored for today’s real estate professional.

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Client Organization Forms

Whether you are a new or seasoned virtual assistant, these forms are being offered to you to use in your business so that you can stay more organized when working your clients. These forms are vital to your business. Why re-invent the wheel when Kim Hughes has already created it and has proven these forms work for you in your everyday business.

The forms are not limited to real estate.
Here is what you will receive:

How to Create a Client Binder – Hot – Hot – Hot! This is highly in demand by the VA industry. Kim first announced it during a Tele-conference and the requests came pouring in. Now, you have the opportunity to set up your very own client binder with step by step instructions. Including TIPS!

New Client Procedure Form – In every business there are procedures to follow. Step by Step on everything you should do when taking on a new client.

Client List Template – Keep all your clients in front of you with this handy form. This template gives you a quick glimpse of who your clients are with financial information at your fingertips.

Client Information Template – This template allows you to keep all the important information on each client.

Client Programs Template – A record of your client’s programs in one place is the way to stay organized and again, have the information available when you need it.

Client Task List Template – Keep track of each client’s tasks organized so you do not miss a beat or an important date.

All the forms are designed to work with the Client Binder, but also can be used in your own organization method.

(All forms/templates will be delivered in WORD 97-2003 format)

$20.00

Table of Contents:

How to Create a Client Binder
New Client Procedure Form
Client List Template
Client Information Template
Client Programs Template
Client Task List Template

Kim Hughes | Real Estate Strategy Coach

Ready to create a strategy to improve your business on all levels? Schedule a private consultation to discuss your specific needs today so we can create a strategy that is customized to you and your market. Call or email me and let’s move forward in executing your vision.
 
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The Real Estate Assistant Playbook

Click here to learn more about the most talked about real estate course
on the market today

The Real Estate Course for All Agents and Assistants.

Services

  • The Ultimate Expired Listing System
  • Listing Coordination
  • Transaction Coordination
  • Office Procedures & Systems
  • Lead Management
  • Website & Blog
  • Social Networking
  • Internet Marketing
  • Branding
  • Business Evaluation
  • Assistant Training
  • Team Training

Connect with Kim Hughes & Company


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PK Hughes, LLC – dba Kim Hughes & Company, a Texas Corporation formed in 1999. .
Kim Hughes & Company offers real estate virtual assistant services to real estate agents by providing strategies with solutions on how to run a successful real estate business including marketing, social media marketing, blogging, not to mention implementing and managing everyday support services.