REAL ESTATE BOSS
PARTNERSHIP DEVELOPMENT PLANNER

Use this planner to build relevant professional relationships before an immediate referral or transaction is at stake.

PARTNER PROFILE
Name:
Business / role:
Client overlap:
Distinct expertise:
Last meaningful conversation:

VALUE TO SHARE
- A useful market observation:
- An introduction that could help:
- A framework, article, or tool worth sending:
- A question that shows you understand their work:

RELATIONSHIP RHYTHM
Next contact date:
Reason to reconnect:
Desired next step:
Owner:

QUARTERLY REVIEW
- Which relationships became more useful to both sides?
- Where did we create value before asking for anything?
- What partnership deserves a more deliberate plan?