SUN LIFE TECH
REAL ESTATE NETWORKING CHECKLIST

Use this worksheet as an educational planning aid. Adapt it to your brokerage policies, market, licensing obligations and client needs.

Choose two community groups
Prepare a useful introduction
Ask thoughtful questions
Record consented follow-up
Share a helpful resource
Schedule next contact
Track referrals respectfully
Review relationship quality

NOTES
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Learn more: https://sunlifetech.com/resources/real-estate-growth
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