Real Estate Automation -- Agent Intake Form

1. Your Information

Full Name *

Title / Role

Phone *

Email *

Company / Brokerage

Office Address

License Number

BRE / DRE Number

Tagline / Slogan

Short Bio (1-2 sentences for social profiles)

2. Your Farm Areas

Primary neighborhoods or ZIP codes (up to 10) *

Areas you want to expand into

Typical price range of homes you sell

Typical client type

3. Social Media -- Which Platforms?

Posts per day (1-5 recommended)

Any topics to include or avoid?

Hashtags you like (or leave blank and I'll set them for your area)

4. Branding (email these to trevor@clscre.com after submitting)

Professional headshot photo High resolution, at least 800x800px
Company logo PNG with transparent background preferred
Existing marketing materials Business cards, flyers, etc. so I can match your style
Recent listing photos For social media posts
Client testimonials Text or screenshots of reviews

5. Accounts You Have

Google account (Gmail) For Analytics, Search Console, Ads, Business Profile
Domain name e.g. yourname.com (~$12/year)
ActiveCampaign account For CRM and email automation
Metricool account For social media scheduling (free plan works)

Don't have these yet?

No problem. I'll walk you through setting up each one -- about 30 minutes total. No technical knowledge needed.

6. Google Ads (Optional)

Monthly ad budget?

Currently running ads?

Specific keywords or search terms you want?

7. Choose Your Pricing Option

Option A: $500 setup + $150/month

Lead capture, social media, CRM, email sequences, Google Ads setup, analytics. Ad spend separate.

Option B: $250 setup + $350/month (Recommended)

Everything in Option A PLUS pipeline dashboard, document automation, market reports, referral automation, quarterly reviews.

Option C: $0 setup + $100/month + 20% referral split

No upfront cost. Full automation stack. 20% referral fee on closed deals. Lowest risk.

8. Anything Else?

Questions, concerns, or ideas

✓

You're all set!

Your intake form has been submitted. Trevor will review it and reach out within 24 hours to get started.

Next step: Email your headshot, logo, and any listing photos to trevor@clscre.com

Questions? Call or text Trevor at (310) 758-3064.