Client decision room

Turn the AIRES demo into a clear first launch.

This is the client-safe follow-up link after the walkthrough. It recaps what AIRES proved, helps the decision owner choose the first launch path, and lists the inputs needed for a scoped proposal.

Open Proposal Review Open Scope Lock Choose proposal track What You Get Open First Launch Plan Open CRM worksheet

What the demo proved

AIRES is the public site plus the private operating layer.

Public launch site

A focused community or campaign site that can tell the local story, show curated listings, collect inquiries, and avoid heavy IDX scope on day one.

Private Lead Hub

A broker operating layer for capture, journey context, assignment, Smart Lists, agent queues, registration events, exports, and accountability.

Scalable client layer

Branding, domains, modules, plan tier, support package, feature flags, agents, routing, and CRM/export decisions are managed per brokerage.

After-demo handoff path

Recap, decide, scope, approve.

1. Recap

Review What You Get so the value is clear in plain language.

2. Decide

Choose the first launch track and decision owner in this room.

3. Scope

Use First Launch Plan and the CRM worksheet only for inputs that affect scope.

4. Approve

Move to Scope Lock, then Proposal Review after launch boundary, support tier, and CRM/export posture are clear.

Choose a path

Pick the first proposal track.

Best first pilot

Community Launch

Launch one community, project, registration flow, or listing campaign with lead capture, routing, reporting, and a support package.

Approve the first community, content assets, roster, routing rules, and target launch date.

Team expansion

Brokerage Growth

Add agent profile pages, agent portals, curated listing links, Smart Lists, accountability reporting, and repeatable follow-up processes.

Confirm the roster, agent access model, listing-link workflow, support tier, and broker reporting needs.

Scale path

Multi-Community OS

Use the central AIRES engine across multiple communities, domains, modules, clients, feature flags, and CRM/export workflows.

Define the first three launches, governance owner, data boundaries, support cadence, and integration roadmap.

Review packet

Open these materials after the walkthrough.

Proposal Review

Use the single approval path that gathers the proposal, decision room, CRM worksheet, and first-launch checklist into one client-facing review.

Open review

What You Get

Use the plain-English leave-behind to review the full system: public site, Lead Hub, routing, agent portals, dashboard, launch support, and roadmap.

Open recap

Monday Demo Link

Revisit the same client-safe starting point: Working Demo first, then Rising Hills, Lead Hub overview, pricing, and optional screenshots.

Open demo link

Rising Hills Brief

Use the short leave-behind to review the community-site concept, Hub workflow, and business case.

Open brief

Post-Demo Decision Path

Compare Community Launch, Brokerage Growth, and Multi-Community OS before selecting the first proposal path.

Choose track

Scope Lock Handoff

Use the scope-lock checkpoint to confirm launch track, decision owner, support tier, CRM boundary, access model, and success metric.

Open scope lock

CRM Discovery Worksheet

Capture the current CRM/export process, required fields, routing owner, credential path, and day-one handoff.

Open worksheet

First Launch Plan

Collect the community, roster, listing links, routing rules, support tier, and timeline needed for scope review.

Open plan

Request Full Demo

Share first-launch notes when the brokerage is ready for a scoped follow-up or proposal review.

Send inputs

Decision questions

Bring these answers to proposal review.

Which one community, listing campaign, agent group, or registration workflow should AIRES prove first?
Who owns approval for the build package, monthly support package, Hub access, CRM/export path, and timeline?
What existing CRM, spreadsheet, inbox, or reporting process should AIRES support on day one?
Which agents, teams, or lead types need routing immediately?
What would make the first launch a clear win: more captured leads, faster response, better reporting, cleaner routing, or agent accountability?
What date should we use for scope review, approval, and target launch?

Approval checklist

What the first proposal should lock down.

Package

Community Launch, Brokerage Growth, or Multi-Community OS.

Support

Core Operations, Scale & Agent Growth, or a custom support cadence.

Public site

Community story, images, listing links, map/sitemap context, and calls to action.

Hub users

Owner, broker admin, staff, agents, and any read-only reviewers.

Routing

Lead sources, listing/community ownership, agent/team assignment, and exception rules.

CRM/export

CSV/export first, saved preset, import path, webhook/API discovery, or no CRM on day one.

Success metric

The one operating outcome the first launch should prove.

Timeline

Scope review, content handoff, build milestone, QA, launch, and first check-in.

Recommended next steps

Keep the decision path simple.

Review the same demo path

Use the Monday Demo Link and Rising Hills Brief to make sure the first-launch idea is grounded in a real brokerage use case.

Choose the first launch track

Pick the smallest package that proves value without over-scoping the first project.

Complete the decision inputs

Confirm owner, support package, CRM/export path, roster, routing rules, launch assets, and target timing.

Schedule proposal review

Use the proposal review to confirm scope, assumptions, exclusions, monthly support, and the first success metric.

Ready for scope review

Send the first launch inputs when the decision owner is ready.

Request Full Demo