Services / Real estate / First Bundle intake

First Bundle intake

One form. All three automated Productive Experts.

Social, Prospecting, and Newsletter — shared brand details once, then a short block for each. Prefer just one expert? Use the single intakes on the real estate page.

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First name Last name

Best contact (phone or email — for our team only, not shown on the site) Brand / brokerage Agent full name Metro / focus neighborhoods Timezone Main contact for this setup Website (if any) Shared voice (plain, or paste 2–3 sample posts) Topics to push Never mention Shared CTA (reply vs book link)

01 · Social

Platforms live (check all that apply) Instagram Facebook LinkedIn X TikTok YouTube Handles / page names Posts per week Preferred Social Productive Expert name

02 · Prospecting

Ideal client — who should we find? Geo focus Weekly list size Channels Email LinkedIn Offer / reason to reach out this month Do-not-contact / CRM notes Sample first-touch tone Preferred Prospecting Productive Expert name

03 · Newsletter

Masthead name Send day Include rental news? Yes No Audience (who gets it) From-name (how the brief appears) Reply-to preference (private — not on the site) Anything for issue #1 Preferred Newsletter Productive Expert name Anything else we need before we build Yes — use this intake to build all three automated Productive Experts

Submit sends this intake to our team by email (Netlify Forms). We use it to build automated Social, Prospecting, and Newsletter Productive Experts.

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