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Lease-to-Own Homebuyer Funnel Survey

1. General Business Information

What is the name of your agency or business?

ACK Holdings LLC

What locations do you serve?

Louisville, Ky and surrounding areas

What is your target audience? (First-time buyers, investors, families, etc.) All of the below

-People who need a second chance

-good income, not the best credit

-first time home buyers 

-people with a substantial down payment and sufficient income

-people tired of renting

What is your unique value proposition for lease-to-own homebuyers?

-we provide people with a pathway to homeownership 

2. Audience & Lead Qualification

At what stage in the lease-to-own process do you want to attract leads? (Early research, actively looking, ready to sign, etc.)

-All stages, we can create the desire and excitement once we have their attention. Ideally though we want them ready to sign. 

What are the most common concerns or objections potential buyers have?

-coming up with a substantial down payment

Do you have an existing list of leads, or will this funnel generate new leads from scratch?

-I have some existing leads

What qualifies someone as a “hot lead” ready for follow-up?

-$10-20k down payment

-looking to move in the next 30 days

-sufficient income to cover rent

-steady work history

3. Lead Capture & Engagement Preferences

How do you want leads to enter your funnel? (Check all that apply)

☐ QR code on yard sign → SMS engagement

☐ Landing page with form submission

☐ AI chatbot to pre-qualify leads

☐ Facebook/Google Ads → Lead form

☐ Other (Please specify)

What information do you want to capture from leads?

☐ Name

☐ Phone number

☐ Email

☐ Current housing status

☐ Desired home price range

☐ Preferred move-in timeframe

-How much down payment are they able to come up with?

-What’s the most they can afford each month for rent?

Do you want to implement a quiz or pre-qualification survey for leads? If yes, what key questions should be included? Yes, it should include the following.

-Name

-Phone number

-Email

-What size house are you looking for? (Example: 3 bed 2 bath)

-what zip code are you looking for?

-what is your monthly household income?

-How much money are you able to put down on YOUR home?

-How much are you able to comfortably afford for your monthly payment?

4. Lead Nurture & Follow-up Process

How should leads be followed up with? (Check all that apply)

☐ SMS automation sequence

☐ Email drip campaign

☐ Phone call from a live agent

☐ AI-driven chatbot follow-up

We will also have a team member calling them

What is your ideal follow-up timeframe for new leads? (Immediate, 24 hours, 3 days, etc.)

Within 24 hours 

Would you like an automated appointment scheduling system?

No. I want them thoroughly pre-screened and once they are qualified, they can be told someone from our team will be reaching out shortly. Get a good window of time they are available for a quick call and tell them to make sure and answer their phone

5. Sales Process & Conversions

What is your primary goal?

☐ Get leads pre-qualified for lease-to-own financing

What call-to-action (CTA) do you want at the end of the funnel?

☐ BE QUALIFIED FOR LEASE OPTION BUYER

Are there any other specific features or automation you’d like to include in this funnel?

Only allow qualified leads to pass through to a human and have a bounce message for people who are not qualified…(Unfortunately it appears that you do not qualify due to insufficient down payment)

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