Downsizing Made Easy Guide


Downsizing Made Easy is designed as a resource and marketing tool for professionals specializing in assisting senior clients. Unlike other resources available to the senior consumer, this guide is intended to insure that YOU maintain the expert role throughout the downsizing process.

As professionals dedicated to serving downsizing seniors at the highest level, we know it is your goal to insure that your clients are well-informed, prepared, and equipped to navigate the complexities of a downsizing move.  By utilizing the proven 5 Step System for a successful move titled Downsizing Made Easy you will accomplish exactly that.

Downsizing Made Easy Guide photo

As previous real estate brokers and owners of a senior move management company, we originally developed Downsizing Made Easy to add value to our senior clients as we worked with them during their moves. Over time as we learned more about client and caregiver needs, we expanded its contents and used it in other ways to positively impact our teamʼs customer service, to generate leads, and to actually produce revenue!

Included in the Downsizing Made Easy Guide

  • Overview of the 5 Easy Steps
  • Complete list of questions to consider before making a move
  • Housing needs checklist
  • Senior living options
  • Questions for touring retirement communities and skilled care facilities
  • Forms including: Moving timetable and housing comparison charts
  • Family meeting guidance and sample letter for informing family of move plans
  • Tips for hiring various professionals related to the moving process
  • Guidance on estate sales and estate auctions
  • Suggestions and tips for effectively adjusting to a new lifestyle
  • Frequently asked questions concerning the moving process


As a Business Building Tool

Listed below are 3 proven strategies for using the Downsizing Made Easy guide as a powerful tool in building or expanding your seniors real estate business ...

Client Guide

Naturally, Downsizing Made Easy is first and foremost a guide for your senior clients and their family members. Regardless of what stage of the downsizing process your client is in, the guide serves as a reference tool allowing them to address issues they may not have thought about along the way. It often creates conversation and will make it easy for your client to ask questions and engage you in meaningful dialog about their move. Adult children especially love the guide because it gives them a tool where they can take notes and store information as they serve as a support to their parent(s). They can refer to the guide rather than feeling the need to call you with trivial questions. And seeing your personal brand (2 customizable pages) in the guide only creates more validity and credibility for you in the minds of your clientʼs trusted advisors.

Business to Business Lead generation

Downsizing Made Easy serves as a perfect item of value when meeting with other professionals about being a part of your personal seniors real estate network. Give a fully branded copy to senior community marketing reps, elder law attorneys, estate sale professionals, financial planners, insurance agents, mobility company reps, and everyone that you get into relationship with to grow your business. They will be impressed with your level of professionalism and will naturally choose you over other agents who may have approached them with their standard real estate brochure and business card. Use the guide as a “pop by” gift, a coffee table book at doctorʼs offices, and educational material at various local businesses and organizations. Donʼt forget to tell them you are always willing to provide more copies for their clients and all they need to do is CALL you when they need one!!!!

Seminars and presentations

Your Downsizing Made Easy guide is designed so that you can teach straight from itʼs pages. Use the guide as your outline when speaking to groups or organizations, facilitating focus groups, or putting on seminars to generate more leads. Step #3 titled “Surround Yourself with Qualified Professionals” is relevant subject matter in almost any setting and can easily be presented in a limited timed format. At the end of your program, you simply offer a free copy of the entire Downsizing Made Easy guide to anyone who would like to have one by passing around a request form to get names, emails, addresses, and phone numbers.

Another great way to acquire contact information for follow up, especially in senior groups like trade shows or expos, is to give a away a guide as a prize and ask people to register for the drawing.

These are just a few of the many ways the Downsizing Made Easy guide can help you take your seniors real estate business to the next level.


Create Revenue Using Downsizing Made Easy

Because of itʼs professional appearance and itʼs long shelf life, it makes a great way for affiliated vendors to advertise their services cooperatively with you. As you are creating your seniors real estate network, simply ask your business partners if they would like to include an advertisement in your Downsizing Made Easy guide. They can submit print-ready artwork (which you approve) that gets their name out to people who receive it directly from you or who flip through it while waiting to see the dentist! You get to determine how many advertising pages will be in the back of the book and who those advertisers get to be (be careful not to have too many or the piece becomes less valuable to the reader). You set the pricing structure based on your economic model and collect the revenue to offset your printing costs, mailing expense, or to pay an assistant!

Downsizing Made Easy as a Risk Reduction Tool

We have all experienced “information overload” and forgotten certain conversations with people. It happens. As seniors are attempting to digest the plethora of new information thrown at them during their transition, you can be certain that this “information overload” forgetfulness will emerge somewhere along the way (maybe for you too!). Downsizing Made Easy is an excellent risk reduction tool when given to every senior client that you work with. You simply refer them back to the conversation and reference the page in the guide that addresses that topic. You will undoubtedly reduce the risk of the “but you never told me about that” trap when you use the Downsizing Made Easy guide with your clients.

Purchasing the Downsizing Made Easy Guide

What's included:

  • Lifetime license to reproduce and distribute the copy written Downsizing Made Easy Guide material (PDF format)
  • 2 customizable pages for personal branding and description of unique offerings
  • Bi-fold color brochure via download of the 5 Easy Steps and calls to action for use in marketing and lead generation
  • Access to downloadable supplemental flyers and marketing pieces developed to highlight your expert status
  • Notification of any updates to the Downsizing Made Easy guide as material is added or modified
  • Special pricing on professional printing and binding services through our affiliated vendor program


Business Strategy Session Coaching Call (valued at $200)
In addition to the license for the complete 40+ page guide, the bi-fold color brochure, supplemental tools and flyers, and special pricing for printing and binding, you also receive a 1 hour Business Strategy Session with the author and professional coach, Nikki Buckelew. During this high level and interactive strategy call, Nikki will assist you with the development and implementation of an action plan designed to leverage the Downsizing Made Easy materials for maximum impact!

To purchase your license to reproduce and distribute Downsizing Made Easy in your business or organization, just click "add to cart" below.