AI Implementation Assessment

Step 1 of 8

Let's Get Started

First, tell us a bit about yourself.

First Name *

Business Email Address *

Phone Number *

Please enter a valid 10-digit phone number

Format: (555) 555-5555

Brokerage Name (Optional)

Your Profession

What best describes your role?

Real Estate Professional

Agent, broker, team lead, etc.

Mortgage Professional

Loan officer, mortgage broker, etc.

Your Line of Business

Which area(s) do you work in? (Select all that apply)

Residential Sales

Single-family, multi-family, condos, townhomes, High-end residential properties

Commercial

Office, retail, industrial

Rental Properties

Rentals, fix-and-flip, wholesaling

Current AI Usage

Which best describes your current AI situation?

Not using AI yet

Interested but haven't started

Experimenting

Using ChatGPT or similar tools occasionally

Using some AI tools

Have a few tools but not integrated

Fully integrated

AI is core to my business operations

Quick Insight

Most real estate professionals spend 15-20 hours per week on tasks that AI could handle in minutes:

Creating listing descriptions and social posts
Responding to lead inquiries 24/7
Following up with prospects automatically
Data entry and CRM updates

Those 15-20 hours could be spent closing more deals instead. Let's see your specific opportunity...

Understanding Your Opportunity

Let's identify where AI could make the biggest impact for you.

Your Goals

What are your goals in the next 90 days?

Get more qualified leads

Convert more leads to clients

Save time on repetitive tasks

Scale my business without hiring

Improve lead follow-up

Biggest Obstacle

What's currently preventing you from achieving your goal?

Not enough time

Too busy with day-to-day tasks

Inconsistent follow-up

Leads slip through the cracks

Too many manual processes

Everything requires manual work

Technology overwhelm

Too many tools, nothing integrated

Budget constraints

Can't afford expensive solutions

Preferred Solution

Which approach sounds most appealing to you?

Please do it for me

I'd love for your team to set everything up; I just want to start using it.

I'd like some help while I set it up

I want to do it myself, but with expert guidance along the way.

I'll handle it myself (DIY)

I prefer to figure it out on my own

I'm not sure yet

I'd like to talk through the options before deciding.

Your Work Week

How many hours do you typically work per week?

<40 40-60 60-80 80+

📊

Want a Detailed Business Impact Analysis?

Get a personalized report showing exactly how much time and money AI automation could save YOU.

Your report will include:

✓ Your current conversion rate vs. industry benchmarks

✓ Estimated revenue opportunity from improved lead response

✓ Hours per week you could save with automation

✓ Specific AI tools matched to YOUR business needs

✓ Custom roadmap for the next 90 days

Just 4 more questions (60 seconds)

Great choice! Let's calculate YOUR specific opportunity. These numbers stay 100% confidential.

Your Business Metrics

How many deals did you close last year?

0-5 6-12 13-20 21-30 30+

Lead Volume

About how many leads do you receive per month?

(All sources: website, referrals, open houses, etc.)

<10 10-20 21-40 41-60 60+

Average Commission

What's your typical commission per closed deal?

$1-3k $3-5k $5-8k $8-12k $12-18k $18-25k $25k+

Time on Manual Tasks

About how many hours per week do you spend on these tasks?

(Optional - skip if you're not sure by leaving sliders at 0)

Content creation (listings, posts, emails) 0h

Lead follow-up 0h

Data entry/admin 0h

Total: 0 hours/week on tasks AI could automate