Plan A Immobilier — AI Intelligence Assessment

🧠 Section 1 — AI Scope

1What should the AI be trained to handle?

2Should the AI also serve existing tenants? Adds maintenance requests, lease renewals, payment inquiries, and building transfers.

New prospects only Both prospects AND tenants Prospects first, tenants in Phase 2

3Which property types?

Residential Commercial Industrial All of the above

4Should the AI handle interest in pre-construction properties? (Jade, Brossard, etc.)

Yes — build a waitlist Yes — share timelines No — only live properties

🏢 Section 2 — Property Data & Systems

5Where is your property data managed?

Yardi Voyager Yardi RentCafe Spreadsheets Custom system

6Does your system have API access?

Yes — API available CSV/Excel export only Not sure No API

7Which data points exist per unit? Each one becomes a filter the AI uses to match prospects.

8How often does availability change?

Multiple times per day Daily A few times per week Weekly

9Do you have written content per property to train the AI on?

Yes — detailed per property Some, not all Only the website No — we'd need help

🎯 Section 3 — Prospect Qualification Logic

10What does the AI need to gather from a prospect to match them? Each becomes a filter in the matching engine.

11What % of prospects are French vs. English?

12Do you serve newcomers who may speak other languages?

13What tone should the AI use?

Professional & corporate Warm & friendly Luxury / premium Concise & direct

14Should the AI share specific prices or only ranges?

Exact prices Ranges only No pricing — send to agent Depends on property

🔍 Section 4 — What the Lead Infrastructure Audit Will Uncover

As part of this engagement, we conduct a full audit of your current lead infrastructure — from first touchpoint to signed lease. Here's what we'll map, measure, and deliver back to you:

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Full Lead Journey Map

We trace every step a prospect takes — from first discovering Plan A to signing a lease — and identify exactly where leads are falling off.

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Lead Source Analysis

We break down where your leads actually come from — website, ads, referrals, signage — and which sources convert vs. which ones leak.

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Response Time & Follow-Up Gaps

We measure how fast inquiries are currently being handled, what happens after hours, and where prospects go cold due to slow or missing follow-up.

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Conversion Drop-Off Points

Inquiry to visit, visit to application, application to lease — we pinpoint the exact stages where you're losing the most prospects and why.

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Automation Assessment

We evaluate what's currently automated vs. manual — email sequences, SMS reminders, visit confirmations — and show what should be handled by AI.

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Recommendations & Roadmap

You receive a clear report with prioritized recommendations — what to fix first, what the AI will handle, and the expected impact on your conversion rates.