Real Estate 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
*
Current number of listings
*
Estimated number of current listings
If you have existing listings, do you want us to run ads for them?
Please Select
Yes
No
If yes, we will get all required information from you in our deep dive call.
Average number of transactions / year
*
LENDER INFORMATION
Are you currently working with a preferred lender?
*
YES
NO
Preferred Lender Name
Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
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Market Details & Additional Information
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 in transition and older demographic moving away to cash in. Younger people moving into the downtown core. A specific area is in transition, new development, etc.
Best Neighborhoods to Move Into (zip or postal code preferred)
*
Neighborhoods in transition (zip or postal code preferred)
*
Regional Medium Price
*
Regional Average Household Income
*
What is your perception of the average household income?
Average Days on Market
*
Number of Agents in the Region?
*
Estimated number of agents in your region / city.
List 3-5 of your top competitors
*
What Sets You Apart From Your Competition?
*
Please provide a brief overview of any specific qualities, programs, or offers that you provide to your clients. We will use this information to increase lead conversion.
Laws, rules and regulations.
Are there any special rules or regulations specific to your area that we should be made aware of?
Are you open to working with clients searching for rental properties?
*
Please be specific about your preference here.
Please provide 2-3 testimonials from previous clients.
*
Additional Comments
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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: Radio, TV, Facebook Ads, Adwords, etc.
Current Campaigns
Please describe your current campaigns. This allows us to align new campaigns with existing ones.
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?
*
Any specific areas or neighborhood you'd like to target?
*
List zip, postal codes or neighborhoods you'd like to target.
Is there a specific reason why you'd like to target the above areas?
*
Do you currently have any digital marketing materials? Videos, pictures, guides, etc?
*
YES
NO
Please describe what you currently have available
Upload Any Documents, Videos, Guides, etc That We May Use In Our Campaigns
Upload Files
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Upload Any Professional Photos Of You and/or Your Team That We May Use In Our Campaigns
Upload Images
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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.
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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.
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