Real Estate AI Audit Intake Form

Section 1: The Basics

Your Name *

Your Email *

Brokerage / Team Name *

Your Role *

How many transactions did you close in the last 12 months? *

Section 2: Your Business Model

Section 3: Your Time

What are the 3 tasks that pull you away from being in front of clients? *

Think about the admin work, follow-ups, or repetitive tasks that keep you chained to your desk instead of building relationships.

If you could wave a magic wand and get 10 hours back each week, what would you eliminate? *

Don't worry about whether it's realistic. What's the one thing that, if it just handled itself, would let you focus on relationships?

Section 4: Lead Nurturing & Sphere Management

What's your biggest challenge when it comes to staying top-of-mind with your sphere? *

E.g., "I forget to follow up with past clients," "My database is a mess," "I know I should reach out more but never find the time," "I don't have a system for touchpoints"

How do you currently keep in touch with past clients and your sphere? *

E.g., "Random texts when I remember," "Monthly newsletter," "I don't have a system," "Birthday cards," "Annual check-ins"

Section 5: Lead Response & Conversion

When a new lead comes in, how quickly do you typically respond? *

What's the biggest issue you face turning inquiries into appointments? *

E.g., "Leads go cold before I call back," "I lose track of who I've contacted," "I spend too much time on unqualified leads," "My follow-up is inconsistent"

Section 6: Transaction Management

Once you're under contract, what eats up the most time? *

E.g., "Chasing documents from clients," "Coordinating with lenders and title," "Keeping clients updated on status," "Managing inspection and repair timelines"

Is there a recurring issue in your transactions that never seems to get fixed?

That problem that pops up deal after deal, no matter what you try. (Optional)

Section 7: Client Experience & Retention

What's the hardest part of delivering a great client experience? *

E.g., "Keeping clients informed without constant manual updates," "Remembering everyone's preferences and timelines," "Managing expectations during stressful moments," "Following up after closing"

How do you currently stay connected with clients after closing? *

E.g., "Closing gift and that's it," "Anniversary emails," "I mean to but it falls through the cracks," "CRM drip campaigns," "Personal touchpoints throughout the year"

Section 8: AI & Tech Experience

Have you or your team tried any AI tools yet? (ChatGPT, AI writing tools, transaction management software, etc.) *

No, haven't tried anything yetYes, but nothing stuckYes, I use a few tools regularlyYes, I'm pretty tech-forward already

If yes, which tools have you tried and how did they work for you?

(Optional)

Section 9: Your Vision

If this audit uncovers some big wins, what would success look like for you? *

E.g., "Never let another lead slip through the cracks," "Have a real system for staying in touch with my sphere," "Get my evenings and weekends back," "Scale to 50+ transactions without burning out"

Is there anything specific you want me to dig into during the audit?

Any particular process, tool, or frustration you want examined? (Optional)

Let's Dig Into Your Business