Start with the decision
Private Consultation
A premium intake should learn whether the client is buying, selling, relocating or evaluating options, then route the conversation appropriately.
A useful first conversation
What are you trying to accomplish?
The form is intentionally short. Production integrations can route the lead into the client's CRM, calendar and follow-up workflow while preserving a personal tone.
01
GoalBuy, sell, relocate, invest or simply understand the current options.
02
TimingUrgency and sequence affect search, preparation and transaction planning.
03
ContextProperty type, location, current ownership, move constraints and decision-makers.