Real Estate Investor Lead Generation Onboarding Form
The following information provides valuable information for our team to determine the best possible campaigns to run in your area. It also provides our team with additional information used to respond to your leads. Please complete the following questions as best as possible, and if we need any further clarification on the information, we will cover it in our Deep Dive call.
Company Information
Company Name
*
Primary Contact
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Street Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Secondary Contact
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Number of years in business
*
Average number of deals per month
*
Back
Next
Market Details & Additional Information
List what market(s) you currently work in (where we will be running ads to).
*
You may include cities, regions, postal or zip codes, or anything else that will be helpful for us to identify your target area.
Current Strength of the Market in your area / region?
*
Any additional details on your market.
*
Provide any additional information that may be advantageous for us to know. For instance, area is primarily foreclosure properties, area is in transition with elderly people moving to retirement homes, etc.
Best Neighborhoods to Target (zip or postal code preferred)
*
Laws, rules and regulations for the market(s).
Are there any special rules or regulations specific to your area that we should be made aware of?
List 3-5 of your top competitors in your market(s).
*
What Sets You Apart From Your Competition?
*
Please provide a brief overview of any specific qualities, offers, or any specific value you can offer to motivated sellers. We will use this information to increase lead conversion. For example: Do you only buy houses with cash? Do you also provide ways for people to keep their home through you? Etc.
Please provide any feedback from previous sellers (testimonials, etc). This will be helpful for retargeting campaigns.
Additional Comments
Provide any additional information you feel would be helpful for us to know about your market(s).
Back
Next
Marketing Details
Have you done any digital marketing in the past?
*
YES
NO
What type of digital marketing have you done?
Facebook Ads, Adwords, etc.
What has worked? What hasn't?
Are you currently doing any marketing?
*
Please list all forms of marketing. For example: Mailers, Cold Calling, Adwords, etc.
Current Marketing Campaigns
Please describe your current campaigns. This allows us to align new campaigns with existing ones. Are you promoting a cash offer? Selling quickly? Etc.
How many leads do you currently receive from your ALL of your marketing efforts?
*
How many leads do you receive from your DIGITAL marketing efforts?
What is your current conversion rate?
*
How many leads turn into customers?
What is a realistic conversion rate that you would like to achieve with Facebook leads?
*
Your goal conversion rate for Facebook leads to customers.
Do you currently have any digital marketing materials? Videos, pictures, guides, etc?
*
YES
NO
Please describe everything you currently have available.
For example: animated videos, branding photos, etc.
Upload Any Documents, Videos, Guides, etc That We May Use In Our Campaigns
Upload Files
Cancel
of
Upload Any Professional Photos Of You and/or Your Team That We May Use In Our Campaigns
Upload Images
Cancel
of
Back
Next
Technical Details
Do you currently use a CRM system?
*
YES
NO
If Yes, Would You Like Us To Integrate the Leads into Your Existing CRM?
All of our clients are provided with their own CRM dashboard which will handle all the lead nurturing campaigns. However, if you would like your leads sent to your personal CRM as well, we will discuss how to do this on the onboarding call.
Primary CRM Website
Your Business Website
Facebook Business Page (link)
Additional Facebook Business Page (link)
Additional Facebook Business Page (link)
Do you have an existing customer/leads list? If so, please upload it below.
Browse Files
This information will not be shared publicly, or with anyone outside of our team. This information will be used strictly for targeting and retargeting strategies to improve your lead quality.
Cancel
of
Where would you like lead alerts to be sent? (Please include ALL emails and/or phone numbers you would like to be alerted, separated by a comma)
*
Our system will send alerts each time that a lead is acquired, and as they move through your pipeline. Please make sure to provide contact information that you access multiple times throughout each day, so you are prepared to respond to leads as needed.
Optional ISA Services
Would you like to add on our ISA services as discussed in the proposal? ISA services include: Phone call follow ups from a real person to each lead within 2 minutes of receiving them. It also includes nurturing leads via phone calls for up to 6 months until they are ready to set a phone appointment. We HIGHLY recommend you use this service, unless you already have a team devoted to contacting leads immediately.
*
Yes -($5/Lead)
No - (Text/Email nurturing only)
Please note: Without the ISA services, your leads will still be contacted via email and text immediately, and nurtured via email and text for up to 6 months.
What is your monthly ad spend budget?
We generally recommend starting out with a $500-$1,000 monthly ad spend. Note: Your chosen budget will be paid to Amplified Social Marketing at the BEGINNING of each billing cycle.
Submit Results
Should be Empty: