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How Automated Is Your Wholesale Business?
I’m exploring a service that helps wholesalers integrate AI and automation into their existing systems. This anonymous survey takes about 3 minutes. No names or company details needed.
How many wholesale deals have you closed in the past 3 months?
A
0
B
1–3
C
4–9
D
10+
Which CRM do you mainly use?
How much is AI currently integrated into your business?
A
Not using AI
B
Using ChatGPT or similar tools manually
C
AI is connected to a few workflows
D
AI is connected across most of our workflows
How does your team handle these tasks today?
“Basic automation” means rules or reminders. “AI-assisted” means AI summarizes, analyzes, extracts information, or drafts responses.
Mostly manual
Basic automation
AI-assisted
Not sure
Not needed
Adding and updating CRM lead information
Saving call/text history and preparing call notes
Preparing and tracking seller follow-ups
Preparing comps and offer calculations
Updating active deals, documents, and deadlines
Where do you manage your active deals?
A
Inside our CRM
B
Notion, Trello, or a similar tool
C
Spreadsheets
D
Mostly email, messages, and notes
E
Other
F
No active deals yet
Which areas would you most want help improving? Pick up to two.
Lead entry and CRM organization
Call summaries and seller information
Follow-ups and team tasks
Comps and offer preparation
Active deals and closing deadlines
None—our setup works well
Would you consider paying someone to implement AI and automation in those areas?
A
Yes—one-time setup
B
Yes—setup plus ongoing support
C
Maybe—if they demonstrate the value
D
No
What one-time implementation budget would you realistically consider?
A
$0
B
Under $500
C
$500–$1,500
D
$1,501–$3,000
E
Over $3,000
F
Need to see the proposed solution first
When would you consider making these improvements?
A
Within 30 days
B
Within 3 months
C
Later / just exploring
D
No plans
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