Client Discovery & Requirements Brief

Please complete every section that applies to your business as thoroughly as possible. Your responses are strictly confidential and will only be used to design and propose your solution. The more context you share, the more precisely we can target your results.

If you operate in both Residential and Commercial real estate, please complete Parts B and C in full. If you operate in only one segment, complete only the relevant Part and skip the other.

We look forward to building something exceptional with you.

How to Complete This Brief

ALL CLIENTSComplete PART A

RESIDENTIALComplete PART B — If you handle Residential real estate

COMMERCIALComplete PART C — If you handle Commercial real estate

ALL CLIENTSComplete PARTS D and E

Submit your completed brief using the button at the end of this form.

Section 2 Property Focus Selection

Your selection here determines which sections of this brief you are required to complete. Please select all that apply to your business.

RESIDENTIAL — I generate leads for residential property transactions (buying, selling, renting homes, condos, townhomes, etc.)
→ If selected: Complete Section 1, Section 2, Section 3, then proceed to PART B, then skip to PART D. COMMERCIAL — I generate leads for commercial property transactions (office, retail, industrial, multi-family, land, etc.)
→ If selected: Complete Section 1, Section 2, Section 3, then skip PART B, proceed to PART C, then PART D. BOTH RESIDENTIAL & COMMERCIAL — My business covers both segments
→ If selected: Complete ALL parts of this brief in full.

If you are unsure which category your business falls under, describe your primary activity below and our team will help categorize it:

Section 3 Business Profile & Market Presence

How long has your brokerage / team been operating?

Approximate number of transactions closed in the last 12 months

Approximate total transaction volume (dollar value) in the last 12 months

Average transaction value (per deal)

What is your primary revenue model?

Describe your current market position and reputation in your area

Who are your top 2–3 competitors?

What differentiates your brokerage from competitors?

Do you currently have a dedicated marketing person or team?

Yes No Outsourced

Section 15 Performance Goals & KPIs

We need to know what success looks like so we can engineer for it.

Number of leads per month you want to generate (target)

Target lead-to-client conversion rate

Target cost per lead

Target cost per acquisition (cost per signed client)

Target response time to new leads

How quickly do you want to see results after launch?

What reporting cadence do you want?

Real-time dashboard Daily summary Weekly report Monthly report

What are the top 3 KPIs you will use to judge whether this AI solution is working?

At what point would you consider this project a success and worth expanding?

Section 17 Vision & Success Definition

12 months from now, if this AI solution has worked exactly as you hoped, what does your business look like? Describe the transformation in your own words:

What is the single most important outcome this project must deliver?

What would make this project a complete failure in your eyes?

Have you worked with a technology vendor or AI company before?

Yes No

If yes — what went well?

What went wrong?

On a scale of 1–5, how ready is your team to adopt and use an AI-powered system?

What concerns, if any, do you have about implementing AI in your lead generation?

Is there anything else about your business, your market, or your goals that would help us design the best possible solution?

Section 18 Supporting Materials (Optional)

Please list any documents, data files, screenshots, or materials you are attaching. These may include: lead data samples, CRM exports, current ad campaign results, website analytics, current scripts/templates, org charts, or competitor analysis.

Material / File Name	Type / Format	Description / Notes

Your submission is encrypted and confidential. Our team will respond within 2–3 business days.

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Brief Received

Thank you. Your Discovery Brief has been submitted to the AIRI team. We will review your responses and be in touch within 2–3 business days with next steps.