Phantom Onboarding

Step 1 of 5

About you

This is what Sarah draws on so she sounds like she actually knows you, not a brochure.

Your name, the way clients should hear it

Brokerage

How long have you worked this market?

How did you get into real estate? (one or two sentences)

Step 2 of 5

Where you work

This is the one that matters most. A local nickname that isn't in the MLS is exactly what makes Sarah sound like she actually knows the area, instead of telling someone their neighbourhood doesn't exist.

Neighbourhoods or communities you actually work

What do locals call these places, if it's different from the official name?

Example: people say “The Bluffs,” the MLS says “The Bluffs On The Waterway.”

Any areas you don't serve, or would rather she didn't discuss?

Step 3 of 5

Who you serve

Your typical client

What do people ask you most that isn't about a specific house?

Step 4 of 5

How she should sound

Tone

Anything she should never say?

Price opinions, school quality, “good investment,” neighbourhood comparisons, anything else off limits.

Step 5 of 5

Brand assets

Last step. These go straight onto your site.

Logo

PNG or SVG, transparent if you have it

Headshot

One good, recent photo

Intro video

Optional

Brand colors

A reference image, if you have one

All done

You're all set.

Thanks, this has been sent through. Last step: book a short call so we can go over the personalization details together.

Book your onboarding call