Page 1 of 2
AI Readiness Assessment for Real Estate Agencies
16 Questions, 5-7 Minutes
SECTION 1: About You (3 questions)
Q1: What's your agency name?
*
Q2: Which best describes your agency?
*
Required Select all that apply
Q2: Which best describes your agency?
A
Residential sales agency
B
Residential lettings/rentals agency
C
Commercial property agency
D
Property management company
E
Estate agency (sales + lettings)
F
Independent agent/broker
G
Other
Q3: How many people work in your agency?
*
Required
Q3: How many people work in your agency?
A
Solo practitioner
B
2-5 people
C
6-15 people
D
16-50 people
E
50+ people
SECTION 2: Decision Authority & Budget (3 questions - BANT)
Q4: Are you the primary decision-maker for technology purchases?
*
Q4: Are you the primary decision-maker for technology purchases?
A
Yes, I make final decisions
B
Yes, but need partner approval
C
No, I'm recommending to decision-maker
D
Not sure
Q5: Have you allocated budget for AI or automation this year?
*
Required
Q5: Have you allocated budget for AI or automation this year?
A
Yes, budget committed
B
Yes, budget available but not allocated
C
No, but interested in understanding costs
D
No budget currently
Q6: What's your timeline for implementing AI solutions?
*
Required
Q6: What's your timeline for implementing AI solutions?
A
Immediate (within 1 month)
B
Short-term (1-3 months)
C
Medium-term (3-6 months)
D
Long-term (6-12 months)
E
Just exploring for now
SECTION 3: Current Operations (4 questions)
Q7: Which tasks consume MOST of your team's time?
*
Select up to 3
Q7: Which tasks consume MOST of your team's time?
A
Answering enquiry calls & WhatsApp messages
B
Following up with leads
C
Creating property listings & descriptions
D
Scheduling & coordinating viewings
E
Updating CRM & property portals
F
Responding to repetitive questions (price, availability, etc.)
G
Chasing clients for documents/decisions
H
Manual data entry across multiple platforms
I
Managing after-hours enquiries
Q8: How do potential clients typically contact you?
*
Q8: How do potential clients typically contact you?
A
Phone calls
B
WhatsApp messages
C
Instagram DMs
D
Website contact forms
E
Email
F
Property portal enquiries (Rightmove, Zoopla)
G
Walk-ins
H
Mix of everything (inconsistent)
Q9: What happens to enquiries outside working hours?
*
Select all that apply
Q9: What happens to enquiries outside working hours?
A
Automated response system handles them
B
Forwarded to mobile/WhatsApp
C
Answered next business day
D
Unanswered / missed
E
Voicemail only
Q10: What CRM or system do you use to manage leads and properties?
*
Required
Q10: What CRM or system do you use to manage leads and properties?
A
More than 100
B
Dedicated estate agency CRM (Alto, Reapit, etc.)
C
General CRM (HubSpot, Zoho, Salesforce)
D
Spreadsheets (Excel/Google Sheets)
E
Notion or manual tracking
F
No formal system
G
Other
SECTION 4: AI Opportunities (3 questions)
Q11: Which ONE area would benefit MOST from AI right now?
*
Required
Q11: Which ONE area would benefit MOST from AI right now?
A
Automated call & WhatsApp handling (24/7 availability)
B
Lead follow-up & nurturing automation
C
Property listing creation (descriptions, social posts)
D
Viewing scheduling & coordination
E
CRM data entry & portal updates
F
Responding to repetitive enquiries
G
Not sure - need guidance
Q12: What's your biggest operational challenge?
*
Required
Q12: What's your biggest operational challenge?
A
Too many missed calls/enquiries
B
Slow response time to leads
C
Following up with leads consistently
D
Manual data entry across multiple platforms
E
Creating property listings takes too long
F
Can't handle more leads with current capacity
G
Agents spending too much time on admin vs viewings/sales
Q13: Are you currently using any AI or automation tools?
*
Required
Q13: Are you currently using any AI or automation tools?
A
Yes, actively using AI tools
B
Yes, using some automation (Zapier, property feed sync)
C
No, but interested
D
No, not familiar with options
E
Not sure what counts as AI
SECTION 5: Next Steps (3 questions)
Q14: If AI could save your team 10 hours per week, how would you use that time?
*
Required
Q14: If AI could save your team 10 hours per week, how would you use that time?
A
Handle more listings / grow sales
B
More viewings & client-facing time
C
Reduce team workload / improve work-life balance
D
Focus on business development & marketing
E
Improve service quality & client experience
F
Not sure yet
Q15: Which describes your agency's approach to technology?
*
Required
Q15: Which describes your agency's approach to technology?
A
Early adopters - we try new tools proactively
B
Open but cautious - we evaluate carefully
C
Reactive - we adopt when necessary
D
Resistant to change - prefer traditional methods
Q16: What's your preferred next step?
*
Required
Q16: What's your preferred next step?
A
Book paid £99 Strategic AI Qualification Assessment
B
Quick 15-minute free discovery call first
C
Receive email with recommendations, decide later
D
Just gathering information for now
SECTION 6: Contact Information (Required for all)
Email Address
*
Full Name
*
Phone Number (Optional)
Best time to contact you
Best time to contact you
A
Morning (9am-12pm)
B
Afternoon (12pm-5pm)
C
Evening (after 5pm)
D
Anytime
Submit