Common Questions
The questions agents ask before they sign up.
Honest answers. No marketing-speak. If your question isn't here, just text me.
▸ Privacy & Your Data
If I switch brokerages, do I lose my data?
No. This is the whole point. Your leads, your blog posts, your AI assistant's knowledge base, your CRM history, your photos, your site — all of it belongs to you, not your current brokerage. When you move firms, everything moves with you. We hand you a clean export of anything you want; your domain stays yours; your AI stays trained on you. Nobody at the brokerage you're leaving can keep any of it.
Can other agents on the platform see my data?
No. Every agent lives in a separate, walled-off workspace. Other agents literally cannot see your leads, your blog posts, your AI conversations, or any of your data. Ever.
What happens to my data if I cancel?
We hand you a clean export within 7 business days: your full website as a zip, your blog posts as documents, your lead history as a spreadsheet, your AI knowledge base as text. Your domain stays yours.
How long do you keep AI conversations?
30 days, then auto-purged. You can opt in to long-term memory if you want the AI to remember repeat visitors.
▸ The AI Assistant
How does the AI stay in my voice?
During onboarding we capture your tone, your specialties, your neighborhoods, your bio, and a handful of frequently-asked questions with your answers. The AI uses all of that as its starting point. Over time it gets sharper as we add to its training.
Can it make stuff up?
Every AI can. We mitigate two ways: the AI only answers from your knowledge base (it doesn't invent comps or fabricate listings), and for high-stakes questions like legal advice or mortgage rates it defers and says "let me have Alina/Chris call you about that."
What if the AI captures a hot lead while I'm asleep?
It captures the lead, sends you the full conversation by email immediately, and on Coaching+ also pings your phone. You wake up, read the conversation, call them by 9am.
▸ Reverse Prospecting & Reports
What's "reverse prospecting"?
When other agents have buyer searches saved in the MLS that match a property, you can see those agents and reach out. We track this for you automatically and surface the matches that fit your listings. Pro tier includes 2,500 alerts a month; Coaching+ includes 5,000.
How are Weekly Market Reports generated?
Every Monday morning we pull the latest closed-sale data from your local MLS, run it through your voice template, and publish a 400-600 word neighborhood narrative as a blog post on your site. It auto-emails to your list too. You can edit before publish or set it to full auto.
What if my MLS isn't supported?
We currently support Northeast Florida MLS, Stellar MLS, Heartland MLS, and several others. If yours isn't covered, we'll add it during onboarding at no extra cost.
▸ AI Admin · CRM · Voice-to-Blog · Image Gen · News
What does the AI Admin actually do?
It handles the back-office work that used to eat your evenings. Drafts follow-up emails to leads who've gone cold, schedules reminders for contract milestones, sorts your inbox by urgency, and surfaces deals you haven't touched in 7+ days. You approve before anything sends.
Is the CRM really built-in or do I still need a separate one?
Really built-in. Every lead the AI captures lands in your CRM automatically with the full conversation. Tag, filter, follow up, mark stages from first contact to closing. No Follow Up Boss / kvCORE / Sierra subscription on top.
How does Voice-to-Blog work?
Open the mobile editor, hit record, talk for 3 minutes about a new listing, a neighborhood, or a market trend. The AI transcribes it, formats it as a blog post in your voice, and drops it into your drafts folder. You edit if you want, then publish.
What kind of images can the AI generate?
Editorial-style images for blog headers, newsletter banners, and social graphics. Not for headshots or actual property photography. Think: a stylized sunset over Fleming Island for a market-report header, not a fake listing photo.
Where do the local news pulls come from?
Local newspapers, city council minutes, school board agendas, zoning notices, transit announcements, and a curated list of community sources for your service area. Sourced, summarized into a 200-word morning digest, and ready to share with your list with one click.
▸ Getting Started
How fast can I be live?
Starter sites ship within 5 business days of intake. Pro and Coaching+ tiers start with a consultation call, then 7–10 business days to full launch including AI training and Weekly Market Reports setup.
Can I bring my own domain?
Yes. We'll walk you through DNS at GoDaddy / Namecheap / wherever it lives. Free SSL (https://) is automatic.
Do you charge setup fees?
No. The monthly subscription covers everything including build. Coaching+ includes a consultation as part of onboarding.
▸ Billing & Support
Can I switch tiers?
Any time. Upgrades are pro-rated. Downgrades take effect at the next billing cycle.
How do I cancel?
One email to chris@5kaizen.com. We don't hide the cancel button. We'll process it, schedule your data export, and offer to keep your domain pointed somewhere neutral until you decide where it goes next.
How do I reach support?
Starter: email, replies within 48 hours. Pro: email, replies within 4 hours. Coaching+: phone, same-day callback. All tiers also get the standard chris@5kaizen.com address.