ARIA — Agent Setup Intake Form

Why this matters: ARIA is configured specifically for you — your market, your voice, your clients. This form is how ARIA learns who you are. Everything you write here feeds directly into your personal AI setup.

1 · Who You Are

Full Name

First Name (how clients address you)

Brokerage

License Number optional

Phone (Mobile)

Email Address

Website optional

Years in Real Estate

Designations / Certifications optional

Your Email Signature Block (paste the full thing — name, title, phone, email, website)

3 · Your Voice & Tone

How would you describe your communication style?

Warm & personal Professional & polished Casual & friendly Direct & no-nonsense

How do you sign off on emails? (the line before your signature)

Phrases or words you naturally use

Words or phrases you never say (things that sound off-brand or too corporate)

Average transactions per year

4 · Your Typical Clients

Who is your primary client?

What do your clients care about most?

The 3–5 questions your clients ask most often

5 · Your Business Tools

Transaction Management System

Email Client

CRM

Newsletter Platform optional

Social Media You Post On (check what you actively use)

6 · Active Clients Right Now optional — we can do this together on the call

If you have active clients, list them here. Even a few words per row is helpful. We'll fill in any gaps together.

Client Name	Buyer or Seller	Property / Area	Stage	What's the situation right now?

7 · Anything Else?

Is there anything else about you, your business, or your clients that ARIA should know to serve you well?

Your answers go directly to your ARIA setup specialist. We'll review everything before your session so we hit the ground running.