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A practical worksheet for real estate teams to verify analytics, capture surfaces, qualification, and trust signals before scaling conversational AI.
Jun 5, 2026
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A practical worksheet for real estate teams to verify analytics, capture surfaces, qualification, and trust signals before scaling conversational AI. Work top to bottom with your marketing lead or ops owner. Check items off in the browser as you complete them—your progress is stored locally—and download a PDF any time for your broker review or internal wiki.
Madison handles conversational capture, qualification, and routing so the items under “Lead capture surfaces” and “Qualification & routing” are easier to execute consistently. Pair this checklist with a free trial or demo to align chat flows, CRM handoff, and guardrails with how your site actually behaves today.
Tick the boxes that reflect your current state, then export. The PDF mirrors your selections so stakeholders see what is done and what is still open—use it in quarterly reviews or when onboarding a new ISA or marketing hire.
FAQs
Short answers for teams rolling out conversational lead capture alongside “Lead capture readiness checklist”.
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See it in action
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