Never let a relationship — or a referral — slip through the cracks again.
 
This is the exact tracker I use to run a 99% referral-based real estate business. Not a generic spreadsheet. A live system that tells you who’s in your world, where every referral came from, when you last showed up for them — and when you’re overdue.
 
Inside the customizable tracker:
-Referral source dropdown — past client, family, friend, etc. 
-Last touchpoint date — so you always know when you showed up
-Next touchpoint date — with instructions to set up your own automatic overdue notifications in minutes
-Last thanked date (because gratitude is part of the system!!)
-Notes column — for the details that make people feel remembered
 
Includes a simple 2-minute setup guide so your tracker notifies you when a relationship needs attention — personalised to your own email, running automatically in the background.

This is the foundation of the 6th Pillar in The Referral-First Method.
 
It works because it’s simple, and it holds you accountable without needing to think about it.

$33. Instant download. Works in Google Sheets.