Ai Agents for REP

Agency Name

What is your first name?

Last name

Email (for billing)

Service Area(s): (Regions, cities, or states you serve)

Primary Location / Headquarters: (City, State)

Website URL:

Describe your agency in one sentence: (e.g., “We’re a creative marketing agency specializing in video content for luxury brands.”)

Unique Selling Proposition (USP): (What makes your agency different from competitors?)

Team Size / Structure: (Helps with positioning — “boutique” vs. “national team”)

List your core services: (e.g., social media management, video production, paid ads, SEO, branding, etc.)

Which service(s) are you prioritizing for outreach?

How do clients benefit from working with you? (e.g., “We help you get visibility online,” “We are a full service real estate marketing team,” “We generate leads.”)

Do you offer ongoing retainers or one-time projects?

What types of businesses do you want to reach? (e.g., real estate agencies, brokerages, home services, builders, architects, interior designers, car dealerships)

Are these businesses typically B2B or B2C?

B2B

B2C

Target decision-maker roles: (e.g., broker-owners, marketing directors, operations managers, team leads, creative directors)

Typical company size: (Independent agents or small teams, mid-size brokerages, large regional offices, national developers)

Target geographic area: (e.g., South Florida — Palm Beach to Miami, or national outreach to high-end brokerages and developers)

How do you want your brand to sound in outreach? (Professional, premium, creative, confident, polished, etc.)

Do you prefer shorter or more detailed emails?

Are there any phrases, taglines, or tone examples you want us to use or avoid? (e.g., avoid “cheap,” prefer “cinematic,” “luxury,” or “elevated storytelling”)

What emotions or outcomes do you want prospects to feel when they read your emails? (Trust, confidence, curiosity, luxury, innovation, excitement about partnership)

Do you have any standout client wins or case studies we can reference? (e.g., a brokerage that grew listings after consistent content, or a developer that sold faster through video marketing)

Any notable clients, brands, or industries you’ve worked with? (e.g., The Agency, Compass, Sotheby’s, Toll Brothers, or luxury builders in your area)

Do you have social proof you want to mention? (e.g., client testimonials, sales growth metrics, engagement boosts, or “featured in” publications)

Who Will Use This?

Preferred follow-up sequence: (2 touches, 3 touches, or a full campaign)

Do you want to include a meeting link in your emails? If yes, provide it:

What is your preferred call-to-action (CTA)? (e.g., “Schedule a quick 15-minute call,” “Let’s explore a fit,” “Book a content strategy session”)

What time zone should outreach be scheduled for? (e.g., EST — South Florida)

Are there visuals, case study links, or video reels to include in outreach? (e.g., a portfolio page, video reel, or Instagram link)

Any final notes or preferences? (e.g., tone guidance, brands to avoid, or special outreach instructions)

Choose Service

Just the Ai Agent (NO VA) $1198

Full Setup $1,899 + Recruitment + VA ($10 per hour, minimum 20h week)