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Real Estate Intake

This intake helps me understand where you're at, so I can help you with a plan.

how i work

Understand the business

Your focus, farm area, niche, production, proof, and where deals come from now.
Find the weak link

Positioning, visibility, lead capture, follow-up, or the systems behind them.
Build the plan

Website, home search, Google & local search, reviews, a sold-listings showcase, lead capture and tracking.
Launch and compound

Ship it, track what comes in, and keep widening the free leads so you lean less on paid.

Only the fields marked * are required. Everything else is optional, but the more you give me the better the plan.

section 01You and Your Brand

Your name * Please enter your name.

Brand or business name What you market under, if it's different from your name.

Phone number * Please enter a phone number.

Email * Please enter a valid email.

Brokerage

DRE / license number

Current website, if any

Google Business Profile link, if any

How long have you been in real estate?

section 02Focus and NicheThis is the most important part. Specialists win listings and rank online. Generalists compete with everyone.

What's your primary focus? * Please select your primary focus.

Do you have a specialty or niche? A building, neighborhood, property type, or kind of client you're known for, or want to be. Even a loose idea helps. This is where the real wins are. Example: condos in Emeryville, or first-time buyers in Concord.

What business do you want more of, and what do you want to steer away from?

Typical price range you work

Your average sale price

section 03Markets and Farm Area

What cities or neighborhoods do you currently work? * Please list at least one area you work.

Where do you want more business? Your farm area, if you have one.

Any areas you'd rather avoid? Helps me aim the targeting. Example: Auguste skips East Oakland.

section 04Stage and Production

Which best describes where you're at? * Please select your stage.

Roughly how many deals do you close a year?

Roughly your annual sales volume?

Solo or a team?

Do you also do property management?

section 05Where Business Comes From

Roughly how many new leads do you get per month?

What share of leads turn into clients?

If you buy leads, roughly what do you pay each?

Biggest issue with leads right now

Not enough leads Too many low-quality leads Leads go cold before I reach them I don't follow up consistently No system to track them Too dependent on paid leads Too dependent on the brokerage I get leads but don't convert enough Other

section 06Online Presence and ProofFor sellers deciding who to trust, proof you've done it before is the single biggest listing-winner.

Do you have a website?

Live home search (IDX) on your site? Real MLS listings people can search right on your site.

Do you have a Google Business Profile?

How many online reviews do you have? Google, Zillow, anywhere.

Roughly how many homes have you sold?

Do you showcase your sold listings anywhere?

Do you have a bio and professional photos?

Any agent sites or brands whose look or setup you admire? Even one example tells me a lot about the feel you're after. Doesn't have to be real estate.

section 07Tools and Follow-Up

What CRM or lead tool do you use?

Do you follow up with leads and past clients consistently?

How quickly can you respond to a new lead?

How do people book time with you?

What slows you down the most?

Following up with leads Staying in touch with past clients Marketing my listings Creating content Getting reviews Transaction paperwork Staying top-of-mind in my farm Knowing which leads are worth my time Other

section 08Goals

What's your main goal over the next 6–12 months? * Please select your main goal.

What would a great next 12 months look like?

What would make this project a win for you?

What are you most worried about?

section 09My Scope

How involved do you want me to be?

Best way to reach you? However you actually like to talk.

Call Text Email WhatsApp

Easiest way to share photos and files?

Anything else I should know before we talk?

I use this only to follow up about your business. See the privacy policy.

ara@builds:~$ intake --status

✓ Intake received.

Thanks, your intake's in. I'll read through your focus, farm area, production, and where leads come from now, then follow up with where I'd start.

Want to talk sooner? Call (510) 694-2210 or email azbaghda@gmail.com.

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