https://www.loom.com/share/39d58746cc6a47e0a7100cad7a8add11

Here’s where your AI agent gets smart — and starts qualifying like a pro.

In this step, you’ll set up KYC (Know Your Customer) — so your AI can ask the right questions, understand your leads, and uncover serious opportunities.

✅ For sellers: define questions around NEEDS, MOTIVATION, and URGENCY

✅ For buyers: do the same — so your AI filters the hottest leads, fast

✅ Customizable: add your own questions + sample answers — tailor your AI to your market and sales style

Why this matters: The best agents don’t just talk — they QUALIFY.

And AI agents that qualify → secure more appointments → drive more deals → outperform the market.