Decision owner
Confirm who can approve the first launch, support tier, timeline, and access expectations.
First launch plan
Turn discovery answers into a scoped AIRES launch.
Use this after the Monday demo to turn a broker's community, brand, roster, listings, routing, CRM, and support needs into a launch scope they can understand and approve.
Post-call bridge
Turn interest into a decision path.
After a good demo, do not leave with general enthusiasm. Capture the few choices that make the proposal concrete and launchable.
First success metric
Pick one measurable proof point: registrations captured, leads routed, stale follow-up reduced, or agent accountability improved.
Workflow handoff
Choose day-one handoff: broker dashboard only, CSV export, CRM handoff job, webhook/API planning, or a simple weekly report.
Launch boundary
Keep the first scope focused enough to ship: one community, one roster, one routing map, and one support package.
Launch package
What the client is really buying.
The first scope should make it obvious that AIRES is not only a replacement website. It is a public launch, private operating system, and scalable brokerage platform.
A polished community or project site
Rising Hills is the model: a polished public experience with community story, curated listings, registration paths, and request-demo conversion.
A broker operating layer behind the site
The Hub captures leads, summarizes visitor intent, routes ownership, tracks follow-up tasks, supports agent portals, and gives brokers accountability reporting.
A repeatable client system
The same client settings, branding, users, modules, feature flags, support package, and launch checklist become the foundation for more communities and brokerages.
Scope template
What the first AIRES launch includes.
Keep the first launch tight enough to ship quickly, but complete enough to prove the full public-site-plus-Hub operating model.
Public community website
- Community homepage with positioning, local story, lifestyle imagery, and conversion paths.
- Curated featured listing cards with portal handoffs instead of a fragile IDX-first MVP.
- Neighborhood, amenity, sitemap, or model-home sections tailored to the launch goal.
Lead Hub setup
- Client record, branding, plan tier, enabled modules, and support package configuration.
- Admin lead inbox, broker dashboard, registration event view, and operational shortcuts.
- Demo-safe seed data removed or replaced with the client's real first-launch structure.
Agent access
- Agent roster import with roles, notification destinations, and portal access.
- Agent profile pages or public agent pages when included in the selected launch package.
- Role-based views so agents see their own leads while brokers see the full accountability layer.
Routing and follow-up
- Project, listing, event, source, or fallback routing rules based on the brokerage's workflow.
- First-contact tasks, broker accountability reporting, and queue filters for stale or overdue leads.
- Notification emails and AI-drafted response support where enabled.
CRM and exports
- CSV export presets for broker-ready reporting and CRM handoff.
- API/webhook sync planning for CRMs that support the needed endpoints.
- Import/export testing before launch so the brokerage can trust the handoff.
Support package
- Hosting, maintenance, monitoring, updates, and content support based on the selected tier.
- Launch-day QA and post-launch adjustment window.
- Roadmap alignment for future modules, feature flags, and multi-client scale.
Inputs needed
What to collect before build setup.
- Community/project name, market, launch goal, and local story.
- Brand assets: logo, colors, style notes, imagery, and compliance language.
- Agent roster with contact details, roles, headshots, bios, and access needs.
- Featured listing or portal links with custom hooks and current status.
- Routing rules by project, listing, territory, event, team, or fallback owner.
- Registration flow details: event schedule, QR needs, visitor questions, and consent copy.
- CRM/export requirements, notification emails, and required CSV columns.
- Target launch date, approval path, support package, and first enabled modules.
Launch path
A simple four-step implementation rhythm.
This gives the broker a clear path without making the first project feel like a giant software implementation.
Discovery lock
Confirm launch community, roster, featured links, routing, brand assets, and support tier.
Build setup
Configure the client layer, public website structure, Hub modules, users, and demo-safe data.
Workflow QA
Test forms, routing, notifications, registration, exports, agent access, and broker dashboards.
Launch handoff
Publish the site, review the Hub, confirm support process, and track post-launch improvements.
Client-facing close
The first launch should prove the operating system, not just the website.
After the demo, the next step is to collect their real launch inputs, choose the initial build package and support tier, then convert this plan into a proposal with a focused first milestone.