Future Relationship Hub
Relationships
A preview of how your key relationships can eventually be organized in one central place.
Demo examples — illustrative categories and relationships, not actual client data.
New Leads
4
People who have recently expressed interest or been referred.
Active Clients
6
Current clients and active real estate opportunities.
Past Clients
28
Past clients who remain valuable relationships for future business and referrals.
Referral Partners
12
Professional and personal relationships that may generate or receive referrals.
Follow-Ups Needed
3
Relationships that may need attention.
Examples · Where Attention Is Needed
Dr. Smith
New Lead
Quality Designs Focus
Personal follow-up recommended this week.
Past Client
Quality Designs Focus
Consider a personal check-in and referral touchpoint.
Instead of searching through spreadsheets and emails, your key relationships can eventually be organized in one place.