Downsizing Made Easy™ Presentation System

Downsizing Made Easy™ Presentation System

The Downsizing Made Easy™ Presentation System is a valuable client resource, marketing piece, and presentation platform all in one.

Unlike other senior directed materials on the market today, Downsizing Made Easy™ materials are intended to position you in the driver’s seat throughout the downsizing process.

As a real estate professional dedicated to serving downsizing seniors your goal is to ensure that your clients are well informed, prepared and equipped to navigate the complexities inherent in a late-in-life move. The Downsizing Made Easy™ 5-Step System will help you accomplish exactly that.

Included in the Presentation System

  • Lifetime license to reproduce and distribute the Downsizing Made Easy™ Guide in printed format
  • Two customizable pages for personal branding and specifics of your value proposition
  • A bi-fold color brochure including the 5 Easy Steps for use as a handout and in lead generation efforts
  • Customizable slide presentation and talking points for you to easily facilitate talks at meetings, group functions, and events
  • Digital marketing tools and graphics

*All materials are provided as digital downloads. Printing not included.

Included in the Guide

  • A complete list of downsizing considerations
  • Housing needs checklist
  • Key questions for touring senior living communities and comparison form
  • Planning timetable
  • Guidelines for family meetings
  • Tips for hiring key downsizing professionals
  • …and more!

*SREI recommends that guides be printed professionally for maximum benefit.

Implementing the System


Client Guide

Regardless of what stage of the downsizing process your clients are in, the guide serves as a reference tool allowing your clients to address issues proactively.

Business to Business Lead generation

When you give a fully branded copy of Downsizing Made Easy™ to key professionals who also serve seniors, 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.

Seminars and presentations

Your Downsizing Made Easy™ guide doubles as a teaching tool. Use the guide as your outline when speaking to groups or organizations, facilitating focus groups, or conducting seminars to generate more leads. At the end of your program, 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.

As a real estate broker and senior move management company owner, I initially developed Downsizing Made Easy™ to add value to our senior clients during the move. Over time, learning more about client and caregiver needs, I expanded the contents and its use to positively impact our teamʼs customer service, to generate leads, and to produce revenue!

Nikki Buckelew, PhD, CSHP

Get Everything You Need to Help Your Clients Downsize.

Choose to purchase Downsizing Made Easy™ by itself or SAVE when you bundle it with Moving Mom and Dad™! 

Downsizing Made Easy™ Presentation System


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Downsizing Made Easy™ AND Moving Mom and Dad™ Bundle


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