Brand Kit Assessment

Let's build your
brand.

This is the session that turns you into a content machine. Brett fills this out with you — everything here feeds your personal content calendar, your AI assistant, and your marketing system.

Visual Identity
Your Story
Local Authority
Credentials
Your Clients
Content Voice
Platform Readiness
Your Life
About 20 minutes  ·  10 steps  ·  Brett completes this with you
Getting Started
Who are we building for?
Agent name and key identifiers — ties this kit to your profile in the system.
Agent Name
GHL Opportunity ID
Content Package Assigned
Session Date
Brett's Notes (pre-session)
Primary Geographic Farm
Visual Identity
What does your brand look like?
This determines your template cluster and Claude Design visual style. Pick what feels most like you.
Visual Style
Clean & MinimalWhite space, simple layouts, let the photos speak
Bold & ModernStrong typography, high contrast, confident
Warm & PersonalEarthy tones, lifestyle photography, approachable
Classic & ProfessionalNavy, gold, formal — polished authority
Bright & EnergeticVibrant colors, fun, high energy — memorable
Use Legacy Brand OnlyI don't have a personal style — use Legacy's
Photo & Asset Links
Headshot URL or Drive Link
Primary headshot — best available for now
Photo Library Link
All available personal photos
Personal Brand Colors (if any)
Leave blank to use Legacy brand
Existing Logo or Watermark?
Logo or Brand Asset Link (if applicable)
Visual Identity
How do you feel about being on camera?
This determines whether Reels and video formats are in your content plan. No pressure either way — the system adapts.
Love it — I'm comfortable on camera and ready to goReels, walkthroughs, talking-head content all in play
Open to it — I'm willing with a little coachingWe'll start simple and build confidence
Not yet — I'd rather stay behind-the-scenes for nowGraphics and carousels only to start
No camera — I prefer never to appear on videoAll content will be graphic-only and property-focused
Current Posting Activity
Daily or near-daily
A few times a week
Once a week or less
Rarely — a few times a month
Not posting at all right now
Never have — starting fresh
Most Comfortable Platform
Your Story
Tell me the story behind the agent.
These answers become the raw material for your most compelling content. Be specific — vague answers produce generic posts.
✦
Brett — read these out loud and capture what they say naturally. Don't let them edit themselves into a press release.
Why did you get into real estate?
What did you do before real estate?
What moment made it click that this was the right path?
What do you want to be known for in this community?
Local Authority
Where do you know this place better than anyone?
This is your community content strategy. The more specific, the better the content.
The one neighborhood or community you know better than any other agent
Your favorite local spots (restaurants, coffee shops, parks, businesses)
Community involvement, nonprofits, local boards, events you support
Local professional partners (lenders, inspectors, contractors, etc.)
Any local causes or charities you support
Credentials & Recognition
What have you earned and achieved?
Designations and awards become Social Proof and Culture & Brand content. Don't be modest.
Real Estate Designations
ABRAccredited Buyer's Rep
CRSCertified Residential Specialist
GRIGraduate REALTOR Institute
SRSSeller Representative Specialist
PSAPricing Strategy Advisor
MRPMilitary Relocation Professional
SRESSenior Real Estate Specialist
e-PROTechnology Certification
GREENNAR Green Designation
Other Designations or Certifications
Years in Top Producer Status
Awards, Recognitions, or Honors
Professional Memberships Beyond MLS
Your Clients
Who do you love working with?
The more specific your ideal client, the more targeted your content. These answers seed your buyer/seller education and social proof buckets.
Describe your ideal client in 2-3 sentences
Typical Client Situations
First-time buyers
Move-up buyers
Downsizers
Relocating in / out
Investors
Distressed / pre-foreclosure
Divorce situations
Estate / probate
New construction buyers
What do clients say when they refer you? (exact words if possible)
The #1 thing clients love most about working with you
Something clients are always surprised to discover about you
Content Voice
How do you communicate?
Your content tone determines how every post is written for you. Pick the one that actually sounds like you on a good day.
Communication Tone
Warm & Personal — conversational, relatable, like talking to a friendBest for: community content, personal stories, first-time buyers
Direct & Data-Driven — straight talk, facts first, no fluffBest for: market updates, investor content, experienced buyers/sellers
Energetic & Enthusiastic — high energy, encouraging, excitingBest for: new listings, community events, motivational content
Educational & Thorough — patient, detailed, expert guideBest for: buyer/seller education, complex transactions, first-timers
Professional & Polished — formal authority, elevated presenceBest for: luxury, corporate relocation, high-net-worth clients
Content Topics You're Genuinely Passionate About
Market data & trends
Home improvement tips
Neighborhood spotlights
First-time buyer education
Investment strategies
Local business features
Behind-the-scenes of deals
Negotiation & strategy
Community events
Staging & design
Relocation guides
Agent life & hustle
Content that's worked well for you before
Topics you'd prefer to avoid
The Person Behind the Agent
Tell us a little about your life.
The content that builds the deepest connections isn't about real estate — it's about the person doing it. Share only what you're comfortable with.
★
You control what goes out. This just gives the system options to work with. Nothing gets posted without your approval.
Hobbies, interests, or passions outside of real estate
Family or personal life (share what you're comfortable with)
Something most people don't know about you
What makes you proud outside of your career?
Comfort Level with Personal Content
Open book — personal content builds my brandFamily, hobbies, opinions — I'm comfortable being known
Selective — some personal, mostly professionalI'll share lifestyle but keep family/personal things private
Professional focus only — keep it businessReal estate content only — personal life stays private
Final Notes
Anything else we need to know?
Brett — capture anything that came up in conversation that doesn't fit the form. This goes directly into the agent's profile.
Brett's Session Notes
Immediate Content Opportunities Spotted
Photo Shoot Status
Photo Shoot Notes
Agent Engagement Level (Brett's Assessment)
Follow-Up Action Needed

Brand Kit Complete.

This agent's profile has been submitted and will be processed into their content calendar within 24 hours.

🎨
Visual identity captured — template cluster assigned
📖
Origin story logged — content generator has their voice
📍
Local authority mapped — community content ready to build
🏆
Credentials logged — social proof content seeded
📅
Content package assigned — first calendar generating

Brand Kit Assessment · Legacy Real Estate Partners · bretts-session-tool