AI Discovery Session

A little homework before we meet.

About twelve minutes. We use this to do the groundwork before the session, so our ninety minutes together is spent more on what matters — not just on fact-gathering. Answer what you can, skip what you can't.

You

So we know whose answers these are · optional

Name

Role

Firm shape

1. How many agents are on the team today, and how is the team structured? Agents, transaction coordinators, admin, marketing.

2. Roughly how many transactions per year, and across which markets? Raleigh / Durham / Chapel Hill / other.

3. Who handles a deal from accepted offer to close — and how many hands touch it?

Current stack

4. Which tools are in daily use? Rechat, DocuSign, MLS, CRM, marketing, accounting — name them.

5. For each: what do you rely on it for, and what does it not do that you wish it did?

6. Where does work fall between tools? The copy-paste, the re-keying, the "someone has to remember to."

Where the hours go

7. Name the three most repetitive, time-eating workflows in a typical week.

8. If one of those disappeared overnight, which would free the most time?

Vision

9. Three years out, what does Nest of the Triangle do that competitors can't?

10. You've talked about owning your company's "skeleton." In your words — what does that mean, and what would it look like running?

11. What has to stay off-limits to any outside vendor?

Constraints

12. Any non-negotiables? NCREC compliance, data handling, systems that can't be touched.

13. Who, besides this group, weighs in on a build decision?

Anything else

Open floor

Anything you're hoping we cover that we haven't asked about?

Goes straight to Jason. Nothing is shared beyond the session group.

Got it — thank you.

Your responses are in. We'll have the homework done before we meet. See you Thursday.