AI for Agents intake questionnaire (personal and confidential)
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AI for Agents intake questionnaire (personal and confidential)
Connor “with Honor” MacIvor - February 24, 2025** 0 Comments | Add Comment
AI with Honor Real Estate Agent Questionnaire
Thank you for considering working with AI with Honor as your AI integrator for real estate. Please answer the following questions to help us determine if we’re a good fit to collaborate. Your responses will be sent directly to Connor MacIvor at connormacivor@gmail.com.
Full Name *
Email Address *
Phone Number *
Business Needs and Goals
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What are your biggest challenges in growing your real estate business right now?
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What are your top goals for the next 6–12 months—more listings, faster sales, better client retention, or something else?
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How do you currently handle lead generation, and what frustrations do you face with it?
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Are you looking to save time on repetitive tasks, or are you focused on scaling your business with new tools?
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What would an ideal client experience look like for you, and where do you think AI could help improve it?
Current Technology Use and Comfort
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What technology or software are you currently using in your real estate practice (e.g., CRM, marketing tools, virtual tours)?
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How comfortable are you with integrating new technology into your workflow—on a scale of 1 to 10?
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Have you used any AI tools before, like chatbots, predictive analytics, or automated marketing? If so, what was your experience?
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What’s your biggest hesitation or concern about adopting AI or new tech in your business?
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Do you have a team or support staff who would also need to adapt to new AI tools, and how tech-savvy are they?
Openness to Innovation and Change
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How do you typically approach trying new strategies or tools—do you prefer gradual changes or quick adoption?
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What’s the most innovative thing you’ve done in your real estate business, and how did it turn out?
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Are you open to experimenting with data-driven insights or AI to improve your decision-making?
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How important is staying ahead of your competitors in your market, and would you invest in tools to achieve that?
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What would make you trust a consultant or tool to help transform your business?
Alignment with Values and Services
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What does “honor” or integrity mean to you in your real estate practice, and how do you prioritize it?
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Are you looking for a long-term partnership with a consultant, or are you seeking a one-time solution?
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What’s your budget range for investing in technology or consulting services to grow your business?
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How do you measure success in your real estate business—revenue, client satisfaction, efficiency, or something else?
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What’s the one thing you hope to achieve by working with an AI integrator like me, and what would make our collaboration a success? Submit Questionnaire
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Full Transparency
Yes, I earn referral fees when you work with agents I recommend. But unlike national platforms like Zillow or Realtor.com, I personally know and vet every single agent in my network of 17 trusted professionals.
My recommendations are based on YOUR specific needs and the complexity of your situation—not who pays the highest referral fee. I live in Santa Clarita Valley, and my reputation in this community depends on your success. Local accountability matters.
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