Real Estate — Discovery — The Visualizer

1

Your Business

The essentials so we know who we are building for.

Business / brand name *

Your name (main point of contact) *

Email *

Phone / WhatsApp *

Website (if any)

Which city / area do you operate from?

Where are you in your journey? *

This helps us ask you the right questions — we won't ask an unlaunched business about its current sales.

Still planning — not launched yetJust launched (under 6 months)Up and running (6 months+)

When do you plan to launch?

A rough month/season is fine.

How long has the business been running?

Under 1 year1–3 years3–7 yearsMore than 7 years

Describe what you do (or plan to do) in one or two sentences *

2

Your Projects & Sales

Specific to real estate developers, brokers & property firms.

What type of real estate / construction business are you? *

Current projects / inventory you want to promote

Names, locations, unit types.

RERA registered?

YesIn processNot applicable

How are leads handled today?

Dedicated sales teamCRM systemJust calls/WhatsAppNo system yet

Roughly how many site visits convert to a sale?

What makes your project/location special?

Do you target NRI buyers?

Yes, activelySometimesNo

3

Brand Heart

This is the most important section for building your strategy. There are no wrong answers — if you're unsure on any, pick "Not sure — guide us" and we'll shape it together.

Why does your brand exist — beyond making money? *

The change you want to make, the reason you get up for this.

The story behind starting this

A personal moment, a problem you faced, a gap you saw. This becomes your brand story.

In one line: what makes you genuinely different? *

Your USP. Finish this: "We're the only ones who…"

What is the one promise you make to every customer?

When someone interacts with your brand, what should they FEEL?

One or two feelings — e.g. reassured, excited, understood, proud.

What is your brand fighting against?

A bad industry habit, a mindset, a compromise customers shouldn't have to make. Great brands have an "enemy."

If your brand were a person, who would it be?

Fill in: "We are the ___ for ___."

e.g. "the affordable organic store for young Delhi families." Leave blank if unsure.

What do you want customers telling their friends about you?

Word-of-mouth in their words.

4

Your Customers

The clearer this is, the sharper the strategy.

Describe your ideal customer *

Age, who they are, what they care about — in your own words.

Who mostly buys from you?

Mostly womenMostly menFairly evenBusinesses (B2B)

Who do you plan to target?

Mostly womenMostly menFairly evenBusinesses (B2B)

Add the cities/states you want to target

Pick a state and city, then Add. You can add as many as you like.

Which countries/regions?

What usually makes someone decide to buy?

A need, a moment, a season, a recommendation?

What do you think will make someone decide to buy?

Your best guess at the trigger.

What stops people from buying (or might stop them)?

Price? Trust? Awareness? Something else?

What does your ideal customer aspire to?

What do they want their life to look like? Buying from you should move them toward it.

Who or what influences their buying decisions?

Family, influencers, reviews, doctors, friends, celebrities?

What's the #1 objection you hear (or expect to hear) before someone buys?

5

Competition & Positioning

Name your main competitors

Names or links, as many as you like.

What makes you genuinely different / better? *

Why do existing customers choose you over others?

Why do you think customers will choose you over established players?

Where do you sit (or plan to sit) on price?

Budget / most affordableMid-market, good valuePremiumLuxury / top of market

6

Look, Voice & Identity

How the brand should look and sound.

Any words/styles you do NOT want associated with your brand?

Do you have a logo and brand colours?

Yes, finalisedYes, but needs workNo, need one

If you have brand colours, what are they?

Names or hex codes, or "not decided".

Brands (any industry) whose style/vibe you admire — and why?

Helps us calibrate your look and feel fast.

Any brand look/style you actively dislike?

7

Goals & Success

What "working" looks like for you over the next 6–12 months.

In 6 months, what result would make this a clear success? *

A number, a milestone, or something specific.

What does a strong launch look like to you?

First customers, buzz, a certain number of orders?

What worries you most about launching?

So we can plan around it.

Do you have a specific target number in mind?

Yes, a monthly leads/sales targetYes, a revenue targetNot yet — help us set one

What is that target?

e.g. "40 enquiries a month" or "₹5 lakh monthly sales"

Roughly where are you today on that metric?

So we know the gap to close.

Why are you investing in marketing now?

A trigger, a problem, an opportunity?

How soon do you need to see results?

ASAP (this month)1–3 months3–6 monthsBuilding long term, patient

8

Channels & Budget

Are you currently active on any online platforms?

YesNo, not yet

Which one works best for you today?

Roughly how many followers on your main platform?

What has held you back from starting online so far?

Which channel do you want to start with first?

What do you already have ready for launch?

Product, brand name, logo, samples, supplier, location…

Have you run paid ads before?

Yes, Meta (FB/Insta)Yes, GoogleYes, bothNo, never

Roughly what was spent, and what happened?

Are you open to running paid ads?

Yes, keen to tryMaybe, if it makes sensePrefer organic only

Do you know how you want to split it (agency fee vs ad spend)?

Yes, I have a split in mindNo, advise me

What split are you thinking?

e.g. "₹30k service + ₹30k ads"

Is the budget flexible if results are strong?

Yes, can scale upSomewhatFixed for now

9

Reach & Campaigns

This tells us how far we can go — online and offline — when planning campaigns.

If hoardings/outdoor made sense, could you fund it?

Yes, comfortablyMaybe, if ROI is clearNot right now

Could you host a launch event / store activation?

Yes, keenMaybeNo

For a big one-time campaign (e.g. festive), what could you stretch to?

Separate from monthly budget — a one-off push.

Key dates, seasons or events in the next 6 months we should plan around?

Festivals, launches, anniversaries, wedding season, sale periods.

Any new product/service/collection launching soon?

Is there a strong offer or hook you could lead a campaign with?

A signature deal, a bestseller, a first-time discount.

Are you open to influencer / creator collaborations?

Yes, keenMaybe, small onesNoNot sure — advise us

10

What You Expect From Us

So we scope the engagement around what you actually want.

Which specific things would you like us to build for you? (tick all)

This is what you can expect in your strategy from us.

What kind of engagement are you looking for?

Ongoing monthly retainerOne-time projectCampaign-based (e.g. a launch or season)Not sure yet

How involved do you want to be?

Hands-off — you run it, update meCollaborative — regular reviews togetherHands-on — I want to approve everything

Who signs off on marketing decisions?

Me aloneMe + a partner/spouseA team / committeeHead office

Have you worked with a marketing agency before?

Yes, currently with oneYes, in the pastNo, this is the first time

What worked or didn't work with them?

Helps us avoid the same pitfalls.

A year from now, what would make you say "hiring them was worth it"?

11

Content & Social Reality

What you can realistically create — this shapes what your social media can look like.

Do you have good product/business photos?

Yes, plentySomeNo, need shoots

Would you like us to arrange a professional shoot?

Yes, pleaseMaybe laterNo

Do you have any video content?

YesA littleNone

Are you (or a team member) willing to appear on camera?

Founder-led content performs hugely well — but only if you're comfortable.

Yes, comfortableYes, but nervousPrefer a team member does itPrefer not to

What can you realistically send us regularly? (tick all)

Any competitor or admired social media handles we should study?

@handles or links — great reference points.

12

Anything Else

What is your single biggest marketing challenge right now?

Anything else we should know?

Constraints, worries, ideas — anything at all.

How did you hear about The Visualizer?

Real Estate — Discovery