October Welcome Home Client Guide

OCTOBER PREMIUM RESOURCE

Client Welcome Home Guide and Closing Gift

Turn closing day into an opportunity to keep providing value.

This month’s Premium Featured Resource is a customizable “Home Starts Here” welcome guide designed to give buyers useful information about their new home and community after closing.

Personalize the guide with your branding, local resources, trusted home professionals, community recommendations, and property information. Then give it to your buyers as a printed closing gift, send it digitally, or do both.

This resource allows you to create a polished client experience while giving your buyers a resource they can keep and refer back to long after they receive the keys.

1️⃣ Customize your Welcome Home Guide

Open the Canva template and update it with your branding, contact information, local resources, recommendations, and other details.

The following pages in Canva (not guide pages) require agent updating: 1, 13-15, 17-19, 21-24, and 25.

Review the finished guide, then download it as a PDF or order printed copies.

2️⃣ Choose the delivery format
Decide whether you’ll give the guide to clients as a printed closing gift, send it digitally after closing, or use both options.

3️⃣ Print or download your guide
Download the finished guide as a PDF for digital delivery or order printed copies to have ready for upcoming closings.

4️⃣ Set up your email delivery
If you’re sending the guide digitally, use the provided email header and delivery email to create a polished client experience. Customize the email with your branding and a personal message before sending.

5️⃣ Make it part of your closing process
Add the Welcome Home Guide to your buyer closing workflow so it becomes a repeatable client touchpoint you can use again and again.

CLIENT Resource

Give your buyers a useful resource designed for life after closing. This customizable “Home Starts Here: A Guide to Your House & Community” welcome guide includes space for important home details, utilities, trusted professionals, local recommendations, seasonal maintenance checklists, and more. Personalize it once with your branding and local information, then keep it ready to share with future buyers as part of your closing experience.

Modern Style

Bright Style

Bold Style

EMAIL Delivery

Email Delivery Setup

Use this email to send your Home Starts Here guide directly to your buyers after closing. Customize the email with your branding and a personal message, then add the finished guide so your clients can easily access and save it.

Before sending your email: Customize and download your Welcome Home Guide as a PDF from Canva. Upload the PDF to Google Drive or another file-hosting service, then link the Download Your Guide button in your email to the file.

If using Google Drive, make sure your sharing settings allow anyone with the link to view the file so your clients can access the guide without requesting permission.

Tip: Send yourself a test email first and click the button to make sure your guide opens correctly before sending it to clients.

Subject Line: Welcome Home! A Guide for Your New Home & Community

Preview Text: A helpful resource for settling in, staying organized, and getting to know your new community.