Client Onboarding | Nexus Growth

About You

Let's start with your basic details

Full Name *

Email *

Mobile Number * For campaign updates & confirmations

Timezone *

Agency Name * The real estate agency you work with

Office Address *

Your Experience

Help us understand your track record

Years in Real Estate *

Properties Sold (Last 12 Months) *

Approx. GCI (Last 12 Months) * Helps us set realistic targets

Current Active Listings

Average Sale Price *

Commission Rate

Property Types You Focus On *

Residential Houses

Units / Apartments

Townhouses

Land / Development

Your Territory

Define your exclusive target areas

Suburb Exclusivity: We only work with ONE agent per suburb. Once your suburbs are confirmed, no competing agents can access leads in your area.

Primary Suburbs (Your Exclusive Territory) * List 1-2 suburbs you want exclusive access to

Secondary Suburbs Additional suburbs you're happy to service (not exclusive)

Suburbs to Exclude Any suburbs you do NOT want leads from?

Your Story & Value

What makes you stand out from other agents?

This information powers your ads and landing pages. The more detail you provide, the better we can differentiate you from other agents in your area.

What Makes You Different? * Local expertise, sales approach, track record, personal touch, etc.

Recent Achievement or Biggest Sale * Something impressive we can highlight in your ads

Years in Your Target Area

Awards & Recognition REIWA, Top 100, etc.

Client Testimonial Quotes 2-3 short quotes from happy clients we can use

Video Testimonial Links YouTube, Vimeo, or other video links

Goals & Preferences

Your availability and what success looks like

Days Available for Appraisals *

Monday to Friday

Monday to Saturday

Any Day Including Sunday

Preferred Times *

Business Hours (9am - 5pm)

Extended Hours (7am - 7pm)

Flexible Including Evenings

Monthly Appraisal Goal * How many would make this worthwhile?

90-Day Listing Goal Realistic new listings target

12-Month GCI Goal

Top 3 Challenges Right Now * What's holding you back from more listings?

Facebook Ad Account Status *

Yes, actively running ads

Yes, but not currently running ads

I've run ads before but can't access my account

My account is restricted/disabled

I don't have one / Unsure

Facebook Business Manager ID Found in Business Settings → Business Info (if you have one)

Content & Final Details

Assets we need to launch your campaign

Content Checklist Upload to Google Drive and share the link below

Professional headshot (high-res)

Action photos (open homes, with clients)

SOLD property photos

Agency logo (PNG)

Video content (testimonials, tours)

Review screenshots

Google Drive Link * Share link to folder containing your assets

Website URL

Facebook Business Page *

Instagram

RateMyAgent / Google Reviews

Final Details

Just a few more questions

If a lead doesn't show up to an appraisal, how should we handle it? *

Reschedule automatically Our team will follow up and rebook

Notify me and I'll follow up You handle the re-engagement

Team Members to Include

Anything Else We Should Know?

Thank You!

Your onboarding form has been successfully submitted.

What Happens Next?

Your Client Success Manager will be in contact shortly to arrange your onboarding call and walk you through the next steps.
During your onboarding call we'll review your information, finalise your target suburbs, and prepare your campaign assets.
Your Appraisal Funnel — We're actively working on building your new Appraisal Funnel to help you start receiving qualified appraisal leads.

Have questions in the meantime?
Don't hesitate to reach out — we're here to help.

[email protected]