1. Which best describes how you use AI today?
I'm not really using AI yet.
I use AI mostly like a search engine.
Level 1: Advisor
Level 2: Analyst
Level 3: Coach
Level 4: Agent
Level 5: Operating System
2. What would you MOST like AI to be able to do for you?
Help me think better
Help me understand what's happening
Help me improve how I perform
Actually do work for me
Help my whole business work together
I'm not sure yet. I mostly want to understand what's possible.
Choose the one that feels most valuable right now.
3. What are you already using AI to help you do?
I'm not really using AI yet
Search for information or answer questions
Brainstorm or think through problems
Write emails, texts, posts, or marketing
Research markets or properties
Analyze potential deals
Find motivated seller leads or properties
Find buyers, tenants, or private lenders
Review sales calls or conversations
Improve how I or my team handle sales
Follow up with leads
Answer calls or messages
Manage properties
Handle administrative work
Automate repetitive tasks
Connect different parts of my business
Something else
Select all that apply
4. Where could AI create the MOST value in finding the deal?
Help me find properties that fit my buying criteria
Help me build better motivated seller lists
Help me identify neighborhoods or markets to target
Research a property and owner before I contact them
Help me determine which leads deserve my attention first
Follow up consistently with sellers
Answer seller calls or messages when I can't
Help me improve my conversations with sellers
5. Where could AI create the MOST Value in Analyzing the deal?
Help me research the property and market
Help me estimate value, rents, or other market data
Help me analyze whether a deal makes sense
Help me compare different exit strategies
Help me evaluate a wholesale, flip, rental, creative finance, or SlowFlip opportunity
Help me organize the information I need to make a decision
6. Where could AI create the MOST value in Funding the deal?
Help me identify potential private lenders
Help me organize and manage private lender relationships
Help me communicate with prospective private lenders
Help me follow up with potential lenders consistently
Help me prepare deal information for a lender
Help me keep track of conversations, commitments, and next steps
7. Where could AI create the MOST value in Selling, assigning, renting, or filling the property?
Help me market a wholesale deal to buyers
Help me find and follow up with cash buyers
Help me market a rental property
Help me find and qualify tenants
Help me fill a SlowFlip property by finding and following up with potential buyers
Answer calls and messages from interested prospects
Help me qualify prospective buyers or tenants
Schedule calls, appointments, or showings
Help me communicate the terms of a creative finance or SlowFlip opportunity clearly
Help me stay in touch with prospects until the property is sold, assigned, rented, or filled
8. Where could AI create the MOST value in Managing leads and follow-up?
Make sure new leads get contacted immediately
Follow up with leads who aren't ready today
Tell me which leads need my attention
Help me keep leads from falling through the cracks
Answer common questions from prospects
Schedule appointments automatically
Keep my CRM updated without me doing everything manually
9. Where could AI create the MOST value in Managing properties?
Answer common tenant or occupant questions
Help manage maintenance requests
Send reminders and routine communications
Help me stay on top of payments and follow-up
Organize documents and property information
Help me identify issues that need my attention
10. Where could AI create the MOST value in Running the business?
Coach me or my team on sales calls
Help me understand my numbers and performance
Help me build better systems and processes
Take repetitive administrative work off my plate
Help me stay on top of priorities and follow-up
Help my different systems work together
11. If AI could take ONE problem off your plate tomorrow, what would it be? \n\n Don't worry about whether you think AI can actually do it.
12. Which ONE of these would you most want to see us actually build or demonstrate?
Find and research motivated seller opportunities
Analyze a property and help determine the best strategy for the deal
Build a system for finding and following up with potential private lenders
Have AI answer, qualify, and follow up with seller leads
Have AI help market and follow up with buyers, tenants, or SlowFlip prospects
Have AI listen to a real sales call and coach me on how to improve
Connect lead generation, CRM, follow-up, sales, and operations so work happens with less manual effort
I'm not sure. Show me what's possible.
13. What is the biggest thing holding you back from using AI more?
I don't really know what's possible
I don't know where to start
I use ChatGPT, but I don't know how to go much further
I don't know which tools I need
It feels too technical to implement
I don't have the time to figure it all out
I'm concerned about AI making mistakes or getting things wrong
Nothing is really stopping me. I'm ready to go further.
Choose the BEST answer.
14. At the end of this training, what would make you say, "That was absolutely worth my time"?
I finally understand what AI can actually do for my business
I know exactly where I should start using AI
I leave with something useful already built
I know how to build or change things myself
I have AI actually doing a real task for me
I have a roadmap for moving my business toward Level 5
Choose the one that matters most.
15. How would? you prefer the training to work?
One focused 60 to 90 minute training and demonstration
Half-day workshop
Several shorter sessions covering the Five Levels
Hands-on workshop where we actually build things
Combination of teaching, demonstrations, and live builds
I don't care about the format. I just want practical stuff I can use.
16. Would you attend a private Five Levels of AI training for real estate investors?
Yes. Absolutely.
Most likely.
Maybe, depending on the date and topic.
Probably not right now.
17. Would you let me use one of YOUR real real estate investing challenges as a live example during the training?
Hell yes
Maybe, depending on the challenge
No
18. What would you want us to solve?
19. Name
20. Email
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