Your 90-Day AI Transformation Roadmap

A proven, step-by-step implementation process that transforms your brokerage without disruption. From discovery to deployment in 90 days.

Overall Implementation Progress56%
Phase 2: Agent Training & Configuration
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The 90-Day Implementation Process

Four carefully orchestrated phases ensure smooth transformation

Phase 1
Discovery & Planning

Days 1-14

Foundation setting and strategic alignment

Phase 2
Agent Training & Configuration

Days 15-35

AI agent development and initial training

Phase 3
Pilot Deployment

Days 36-60

Controlled rollout with monitoring

Phase 4
Full Deployment

Days 61-90

Company-wide rollout and optimization

Phase 1: Discovery & Planning

Days 1-14 • Foundation setting and strategic alignment

100%
Complete

Key Deliverables

  • Brokerage workflow analysis
  • AI agent configuration plan
  • Integration requirements assessment
  • Success metrics definition
  • Project timeline and milestones

Key Activities

  • Stakeholder interviews with leadership and agents
  • Current system audit and integration mapping
  • Custom AI agent training data preparation
  • Risk assessment and mitigation planning

Implementation Intelligence

Leadership
  • Executive sponsorship and clear communication
  • Dedicated project champion within leadership
  • Realistic expectations and timeline commitment
Agent Engagement
  • Early involvement of key agents in planning
  • Clear benefit communication and WIIFM messaging
  • Gradual adoption curve with ongoing support
Technical
  • Quality data for AI agent training
  • Stable integrations with existing systems
  • Regular monitoring and optimization cycles

Expected ROI Timeline

When you can expect to see returns on your AI investment

Month 1
15%

Efficiency gains from automated lead response

Month 3
45%

Lead conversion improvements and time savings

Month 6
125%

Full operational efficiency and revenue growth

Month 12
275%

Sustained productivity gains and market expansion

Comprehensive Training & Support

Every implementation includes extensive training and ongoing support to ensure success

Training Program

  • • Executive leadership briefings
  • • Agent hands-on workshops
  • • Admin configuration training
  • • Best practices sessions

Support Team

  • • Dedicated implementation manager
  • • Technical support specialists
  • • Success coaching consultants
  • • 24/7 emergency hotline

Ongoing Success

  • • Monthly optimization reviews
  • • Quarterly business reviews
  • • Feature updates and training
  • • Performance analytics reports

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Case Studies

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AI Best Practices

Strategic guidance for success

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Help Center

Support and documentation

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