SUN LIFE TECH
REAL ESTATE WEEKLY PLANNER

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

Pipeline review
Past-client follow-up
Community relationship
Content production
Website or profile update
Financial review
Technology check
Next-week priorities

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