Before you talk price.
CMA Prep Checklist
Helps agents prepare a thoughtful pricing conversation.
Availability matters
The four original template-pack pages show design concepts. Reusable Canva copy links are not available yet. A sample image or design preview is not an editable template in your Canva account. Software subscriptions and app integrations are separate.
Templates can be branded by changing logos and colors when an editable resource is made available. Official third-party logos must remain unchanged.
Use the available Agent AI Toolkit Ask James about template availability
The free toolkit provides editable SVG files and PNG designs, not Canva template links. Check each resource’s format, instructions, and included license.
Seller Conversion & CMA Protocol
A visual preview of practical member resources that help agents prepare for seller conversations, present value, follow up, and manage the listing process professionally.
Helps agents prepare a thoughtful pricing conversation.
Ask before the appointment:
Where are you moving? What is your ideal timeline? What concerns you most about selling?
Collect the information agents need before the appointment.
Use data, condition, competition, and seller goals to frame the conversation.
A seller-friendly graphic for explaining pricing logic.
Practical checklist sellers can use before photos.
Helps sellers understand the path after listing.
Shows sellers a simple listing marketing plan.
Local insight, consistent communication, modern marketing, practical systems, and support through each step.
Agent value flyer that can be customized per agent.
Simple seller-facing guidance for showing days.
Editable follow-up copy after a seller value conversation.
Inspection, appraisal, title, lender updates, deadlines, final walkthrough, and closing.
A seller communication resource for after an offer is accepted.
Each concept can become an editable Canva template, Google Doc, or PDF worksheet ready to customize with your market data.
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