Welcome aboard — let's get you live

New Client Intake

This is the only paperwork on your end. Takes about 5 minutes and gives me everything I need to build and launch your ads. The more complete, the faster you go live.

You & your business

Full name *

Brokerage name *

Brokerage address

Real estate license # *

License state *

Business entity type

EIN / Business Tax ID

Needed to register your texting number with carriers. No EIN? Leave blank and we'll use the sole-proprietor path.

Business website

Your market

Cities / ZIP codes / radius you serve *

Your time zone *

What we'll run

Lead focus *

Typical price points / neighborhoods / what matters to your clients

Anything that's a hard "no" in your messaging?

Branding

Logo link (Google Drive, Dropbox, or website)

No link? Leave it — I'll email you for your logo & headshot.

Brand color (hex if you know it)

Accounts & access (the important part)

Facebook Page URL *

I'm an admin of this Facebook Page. *

Meta Ad Account ID

Business Settings → Accounts → Ad accounts. Don't have one? Check the box below and I'll help you set it up.

I don't have a Meta ad account yet, please help me create one.

My ad account has (or will have) a payment method on file so ads can run. I understand I pay Meta directly for ad spend (~$15/day), separate from the service fee. *

Leads & your calendar

Best mobile for warm-lead alerts *

Best email for alerts *

How do you want warm-lead alerts? *

Calendar to connect for booked appointments

Your general availability for appointments

Consent

I authorize the Provider to set up and run advertising under my brand and to act as a partner on my Meta assets for this purpose. I've reviewed and signed the service agreement. *

🔒 Your info is used only to set up and run your account.

Got everything

You're all set. 🎉

I've got everything I need to start building your system. I'll reach out shortly with the one quick thing I need from you (access to run ads under your brand), then I take it from there. Talk soon.