Bring these answers to the discovery conversation. You do not need to share account passwords or homeowner data.
1. Your business
- Business name, decision maker, team size, primary market.
- First audience: Relist, FSBO, seller assistance, or another approved focus.
- The one process problem you want to solve first.
2. Data and contact permissions
- Current MLS / REDX / PropertyRadar access and authorized uses.
- Where your database, contact preferences, and opt-outs live.
- Current email validation provider and record quality.
3. Brand and content
- Website, domain, sender address, broker identity, and required notices.
- Existing reports, educational videos, thumbnails, and publishing channels.
- Approved voice / avatar assets and permission to use them.
4. Follow-up and handoff
- Who receives a new inquiry and owns the next action?
- Which calendar, meeting duration, and scheduling windows apply?
- Where is separate call consent saved and reviewed?
5. Launch and measurement
- Preferred start window and first campaign scope.
- Sender readiness, account access, subscriptions, and budget to discuss.
- Acceptance checks: capture, permissions, routing, notification, and handoff.
- Measures: verified records, sends, responses, appointments, and closings.
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Share my priorities