Glossaries, summaries, guides. Stuff that turns clients into advocates.
Educational material you give clients during and after the engagement does two jobs: helps the client, generates referrals. Most real estates hand over generic brochures. Your own branded materials are a 10x improvement in an hour.
1-page glossary for real estate clients. 12-15 terms. Each: - Term (as they see it on paperwork) - 1-2 sentence plain-language definition - 1 sentence why it matters to them No jargon defining jargon. For a non-professional reader. Format for Canva/Word.
1-page "what you actually got" summary client keeps. Structure: 1. One-sentence "what this is" 2. What it does for you (3-4 bullets) 3. What it does NOT cover / NOT include (3-4 bullets) 4. What to do with it (storage, reminders) 5. When to call me (specific triggers) 6. Space for: contact, date, reference info Clear, respectful, plainspoken.
Claude writes content. You format + brand it:
Export as PDF. Email after each new engagement, print for in-person meetings, post on your site (with PII placeholders) as free resources.