Plan A Immobilier — AI Brain Training & Lead Infrastructure Audit

This form trains your dedicated AI brain to understand your business inside and out.
Every answer sharpens its intelligence and helps us architect the infrastructure that will convert more prospects into signed leases.

AI Brain Training Live Property Intelligence Automated Consultation Booking Prospect Pre-Qualification Engine Full Lead Infrastructure Audit
✅ Section 1 — Confirm Your Company Info

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Field What We Have Correction (if any)
Company Name Plan A Immobilier
HQ Address 4333 Autoroute des Laurentides, Laval, QC H7L 5W5
Phone (Residential) 514.700.5256
Phone (Commercial) 438.802.3330
Website plan-a.ca
Languages French & English (bilingual site)
Portfolio Size $1.3B portfolio, 3,500+ units, 15+ properties
Which property types should the AI be trained to handle? Check all that apply.
🤖 Section 2 — AI Intelligence Scope & Capabilities
Context: We're training a dedicated AI brain for Plan A — one that understands your portfolio, speaks to prospects like your best leasing agent, recommends the right properties, books visits, and pre-qualifies leads automatically. These questions define what it needs to know.
1What should the AI be trained to handle? Check all capabilities you want built into your system.
2Where should prospects be able to interact with the AI? Check all that apply.
3What tone and personality should the AI represent? This shapes how your brand comes across in every conversation.
4Should the AI serve existing tenants as well, or only new prospects? Serving existing tenants means the system could also handle maintenance requests, lease renewal inquiries, payment questions, and inter-building transfer requests — significantly expanding its value. This can be phased in after the initial launch.
🏢 Section 3 — Property Database & Listings
Why this matters: Your AI brain needs a live connection to your entire portfolio — every unit, every availability, every price — updated in real time. These questions help us architect that data pipeline.
4Where is your property/unit data currently stored? Check all that apply.
5Does your property management system (Yardi) have an API or data export option? This determines how we sync your listings in real time.
6For each available unit, what data points exist in your system? Check all that are tracked.
7How often does your availability change? This determines how frequently we sync the database.
8Are there properties or units the system should exclude? e.g. fully leased buildings, properties under construction, internal-only listings.
9You have several developments currently under construction (e.g. Jade in Candiac, Brossard). How should the system handle interest in properties that aren't available yet? This is important — prospects may ask about upcoming projects they've seen advertised.
10Do you have existing written content for each property that we can use to train the system? e.g. property descriptions, amenity lists, neighborhood guides, FAQ documents, brochures, marketing copy.
🎯 Section 4 — Visitor Qualification & Matching
Context: Your AI brain will intelligently qualify every visitor — matching them with the right property and filtering out unqualified prospects before they ever book a visit. These questions define your qualification criteria.
9What information do you need from a prospect to recommend the right property? Check all that the system should gather.
10What makes a prospect "qualified" to book a visit? Are there deal-breakers that should disqualify someone before booking?
11Do you have income or credit requirements for tenants? If so, what are the thresholds?
12Should the system screen for income/employment during the initial conversation, or only at the application stage?
13If a prospect's criteria don't match the property they're asking about — for example, their budget is too low for Laval but fits Sherbrooke, or they need 3 bedrooms but the building only has 1.5s — should the system proactively suggest other Plan A properties that are a better fit?
📅 Section 5 — Visit Booking & Consultations
13How are property visits currently booked? We see you use Acuity Scheduling — confirm and add detail.
14Does each property have its own booking link / leasing agent, or is it centralized?
15What information do you collect when someone books a visit?
16Should the system book directly into Acuity, or collect info for your team to book manually?
17What's the typical visit availability? Days, hours, and how far ahead can people book?
18Is there a cancellation or no-show policy for visits?
📋 Section 6 — Pre-Approval & Application Process
Context: We noticed there's no online pre-approval or application process visible on your website. This is a major opportunity — your AI infrastructure could start qualifying tenants before they even step foot in a building.
19Do you currently have a tenant application / pre-approval process?
20What documents or information do you require from applicants?
21Should the system begin pre-approval screening during the initial conversation? e.g. collect basic info, employment status, desired budget — then pass to your team for full review.
22What is your typical approval timeline from application to lease signing?
💰 Section 7 — Pricing & Information Sharing
23Should the system share specific rent prices, or only ranges?
24Are there any current promotions, move-in incentives, or discounts the system should communicate?
25What additional costs should the system be trained to explain? Check all that apply.
🌐 Section 8 — Language & Communication
26What percentage of your website visitors / prospects are French-speaking vs. English-speaking?
27How should the AI handle language?
28Do you serve newcomers / immigrants who may not speak French or English?
❓ Section 9 — FAQs, Limits & Escalation
29What are the top 10 most common questions prospects ask? Your AI brain will be trained with perfect answers for all of these.
30What topics should the system NEVER answer and escalate to a human instead?
31Are there specific things the system should NEVER say? Hard limits.
32When the system needs to escalate, who should it route to? Give us names, roles, and contact methods per department.
🔔 Section 10 — Notifications & Lead Routing
33When the system captures a lead or books a visit, who should be notified?
34What is the target follow-up time after the system captures a lead?
35Should leads be routed to different people depending on the property or inquiry type?
🔗 Section 11 — Current Systems & Integrations
Why we need this: To integrate your AI infrastructure with your existing tools and build a seamless workflow with zero manual data entry.
36Confirm the systems you currently use: Check all and add details.
37Who manages your website and IT systems? We'll need to coordinate with them for the AI integration.
38Do you run paid advertising (Google Ads, Meta/Facebook Ads, etc.)? If so, where do ad leads currently land?
🔍 Section 12 — Lead Flow Audit & Current Performance
This section powers your Lead Infrastructure Audit. We'll use these answers to map your current lead flow end-to-end, identify drop-off points, and architect the AI systems that will close the gaps.
39Walk us through your current lead journey — from first contact to signed lease: What are the steps a prospect goes through?
40Where do most of your leads come from? Rank if possible — #1 being highest volume.
41How many inbound inquiries (calls, emails, web forms, walk-ins) do you receive per month across all properties?
42Of those inquiries, approximately what % actually book a visit?
43Of those who visit, approximately what % sign a lease?
44What is your average vacancy rate across properties?
45Where do you think you're losing the most leads right now? This is the most important question in this section.
46How fast does your team currently respond to new inquiries?
47Do you currently have any automated follow-up sequences? e.g. automated emails after a form submission, SMS reminders before visits, etc.
48How many leasing agents / staff handle incoming leads across all properties?
🏆 Section 13 — Goals, Priorities & Budget
49What are your top 3 goals for this AI project? Rank in order of priority.
50If this AI system could solve ONE problem perfectly, what would it be?
51What does success look like 90 days after launch? Give us specific metrics if possible.
52Are there any upcoming milestones we should be aware of? e.g. new property launches, leasing season, marketing campaigns.
53Who are the key decision-makers and stakeholders for this project?
54Anything else you'd like us to know about your business, your tenants, or how you operate?
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