On boarding - Winning Realtors

Hi, I’m Winnie AI — thrilled to meet you!

Over the next 10–15 minutes, I’ll ask a few questions to set up your custom website and CRM. I’m fully adaptable — if you prefer a different persona or name for me, we’ll do that too.

When you’re ready, hit Let’s get started.

1. Do you have an existing real estate website?

Yes No

2. Please enter your website URL:

3. What would you like to do with your existing website?

Mimic it substantially Copy only certain specific aspects of it I want something completely different

4. Which specific elements should we replicate?

Contact information & service areas About Me / Professional Profile Featured Properties section Testimonials Blog content/style Color scheme and branding/logo Layout/design Other

8. Which brokerage are you affiliated with?

9. What areas/cities do you primarily serve?

10. Tell us about yourself as a realtor. What’s your story?

I’ll write it here I’ll provide this later (use a placeholder)

11. Do you have special achievements, certifications, awards, or qualifications you'd like highlighted?

Yes No I’ll provide this later

12. How many years of real estate experience do you have?

13. How would you like me to present myself to your clients?

Keep "Winnie AI" as female Switch to a male persona I’d like to rename you

14. What tone should I use when interacting with your leads?

Professional and formal Friendly and conversational Warm and helpful Match your personal style

15. Do you want me to send you summery of all my calls and email?

Yes No

16. Any specific ways you'd like me to interact with your leads?

17. Do you you me to add you signature in outgoing email?

18. Are there any questions I should not answer and instead forward directly to you?

19. Would you like to display featured or sold properties on your main page?

Yes No I’m not sure yet

20. How many properties would you like to feature initially?

21. Please provide the MLS listing IDs for any properties you'd like us to enhance for SEO:

22. Daily blog posts?

Yes, daily blogs No, just the initial 50 Let me think about it

23. What topics or neighborhoods should your blogs focus on?

24. Any specific themes or messaging to emphasize?

25. Which social platforms do you use for business?

Facebook Instagram LinkedIn Twitter/X YouTube TikTok Other

26. What are your social media handles for each platform?

27. Any guidelines or preferences for your posts?

28. Where would you like your testimonials section placed?

On the main page On a separate page Not sure, you decide

29. Where would you like your blog section?

On the main page On a separate page Not sure, you decide

30. Where should the professionals view section appear?

Bottom of main page Separate page Not sure, you decide

31. Are there any sections from the standard layout you'd like removed or repositioned?

32. Should we pull your existing testimonials from your website?

Yes, use testimonials from my website No, I want to start fresh Yes, and include Google/Trustpilot

33. Do you have testimonials you'd like to include now?

Yes, I’ll provide them here No, I’ll collect new ones I have testimonials on Google/Trustpilot

34. If you have closed deals with clients who might provide testimonials, please provide their names and email addresses:

35. What is your MLS ID number?

36. Which MLS system(s) do you use?

37. Do you currently use any other CRM tools to integrate or export from?

38. We’ll pull your logo and branding from your existing site. Is that correct?

Yes, perfect No, I want to upload different branding

39. Do you have a logo or branding materials?

Yes, I’ll upload below No, please help me create one I’ll provide later

40. Are there specific brand colors you’d like to use?

Yes Help me choose I’ll provide later

41. What’s your target launch date for your website and CRM?

42. Anything else we should know or any special requests?

Welcome to Winning Realtors!

The smart platform to grow your real estate business