Services / Real estate / Prospecting intake

Outbound Prospecting intake

Everything we need to set up this automated Productive Expert.

Required fields are marked. Submit once — we get a structured email and set up your automated Productive Expert.

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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 Preferred Productive Expert name Metro / focus neighborhoods Timezone Main contact for this setup Website (if any)

Prospecting setup

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 CTA / booking link Anything else we need before we build Yes — use this intake to build my automated Productive Expert

Submit sends this intake to our team by email (Netlify Forms). We use it to build your automated Productive Expert.

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