Client Onboarding Form
Client Info
Real Estate Agency Name
*
First Name
*
Last Name
*
Phone
*
Agency Office Address
*
Date of birth
Invoice Amount
*
Target Location 1:
*
Target Location 2:
*
Ad Target Location 3:
Map Upload
Upload the Map of Client's Exclusive Location/s
Client Status
*
New Client
Exisiting Client
Service Info
Product
*
AI-Empowered Appointment Setter
Appointments On Demand System
Rolling Credit Appraisal System
What are your key points of difference? What unique value do you offer your clients that sets you apart?
Personalised Product Details
*
Client Expectations
Total System Fee (Amount + GST & No. of Appraisals)
Ad Spend
AI/SMS Fees
Commission Split
Who Will We Be Booking Appraisals For?
Just the client or other team members. If so, ensure they are added to Slack and they also attend the onboarding calls (specifically for the duration of going over the CRM)
Source Leads
*
Meta Leads
Database Contacts
Procured Contacts
Describe Where The Database Leads Have Come From?
Ensure that no data is shared with us if it originates from RP Data or any other platforms that restrict outbound outreach
Ensure Seamless Scheduling
*
Are there any specific time slots throughout the week that the CSM should be mindful of to avoid scheduling conflicts
Attach CSV (Database Of Contacts)
Appraisal Definition
Prospect Desired Timeframe To Sell?
*
0-3 months
3-6 months
How Far Are Is The Client Willing To Travel For An Appraisal Appointment?
*
< 30 minutes
< 60 minutes
< 90 minutes
Additional Info
Have you observed any shifts in market trends over the last 12-18 months?
Share three properties you’ve sold above the asking price, include the address, the original asking price, and the amount by which the sale exceeded it
Share the link to your 'About Me' page from your website so we can accurately convey your profile during the appointment-setting calls
Back-end
Payment Structure
*
1. Upfront
2. Pay Per Appraisal
3. Part pay
4. Referral
5. Credit
6. Rolling Credit Appraisal System
No elements found. Consider changing the search query.
List is empty.
Cost per appraisal
*
1. $500+GST
2. $400+GST
3. $300+GST
4. Referral
No elements found. Consider changing the search query.
List is empty.
Commission per settlement
*
1. $500+GST
2. 10% GCI
3. 20% GCI
4. 25% GCI
5. Referral
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List is empty.
