Client Intake Form | WINTER.

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Client Intake Form

Please take a moment to fill out the form to get started.

First Name

Email

Last Name

Phone

What is the name of your Brokerage?

How long have you worked in Real Estate?

Are you an individual agent or part of a team?

What city/area(s) do you primarily work in?

If part of a team, what is your role?

Team Lead

Admin

Marketing Support

Sales Partner

BUSINESS DETAILS

Do you use a CRM? * Required

Yes

No

Which CRM do you use?

What’s your biggest challenge right now?

What kind of support are you looking for?

Marketing & Listing Design

Transaction Coordination

Client Communication Systems

I’m not sure yet — I need guidance

How soon are you looking to start?

ASAP

Within a month

Just exploring

Anything else I should know?

Thanks for submitting!

ABOUT US

Winter Group partners with real estate professionals to bring clarity, creativity, and consistency to their business. From marketing strategy and design to seamless systems and elevated client experiences, every detail is built to help you look sharp, stay organized, and stand out. Because great real estate isn’t just about listings, it’s about how you show up every day.

sarah@wintergroup.ca

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