Getting started
Step 1 of 9
Step 01 — Let's get started
Where should we send your plan?
We'll email you a copy so you can reference it anytime. No spam — just your plan.
Step 02 — Your numbers
Where does your business stand right now?
Don't worry if you don't have exact figures — estimates are totally fine.
Approximate is fine
What you actually earned
This helps us identify if you have a lead problem, a conversion problem, or a market problem.
Step 03 — Your market
Where do you work and who do you serve?
Being specific here helps us tailor your content and lead gen strategy to your actual market.
These become the foundation of your content strategy — one city overview video per area.
Step 04 — Where your business comes from
What are your current lead sources?
Select all that apply and give us a rough sense of what's working.
Step 05 — Your digital presence
Let's audit what you have online
This is where most agents leave money on the table. Be honest — we'll give you a real plan to fix the gaps.
No worries — we'll make a recommendation in your plan. Just tell us what you're doing now.
Step 06 — Content & marketing
What does your current marketing look like?
Tell us what you're doing, how often, and what you want to do more of.
Step 07 — Your vision
Where do you want to be in 12 months?
Be specific. The more honest you are here, the more useful your plan will be.
More time with family? Build a team? Become the known agent in your area? Travel more?
Step 08 — Your brand
Let's capture your visual identity
This helps us give you brand-specific recommendations — and if you choose, your plan will render in your colors.
Our agency (Hi5 Biz Solutions) handles full brand identity for real estate agents — logo, colors, fonts, brand guide. Check the box if you'd like info on this.
If you know your exact color, enter the hex code (e.g. var(--hi5-mid)) or RGB values. Otherwise, pick a color family below and we'll choose a shade.
— or pick a color family —
Green
Blue
Red
Gold
Black
Purple
Orange
Teal
Select a shade:
Step 09 — How you're wired
Help us understand how you operate
These questions help us personalize your marketing strategy to how you actually work — not a generic template. There are no wrong answers.
Building your Real Estate OS plan...
This takes about 20–30 seconds. We're analyzing your answers and building something custom.
- Analyzing your business numbers
- Mapping your market opportunities
- Identifying your marketing gaps
- Building your content strategy
- Calculating your revenue roadmap
- Writing your 90-day action plan