AIVSO-Ready Recruiting Automation Workflows

🚀 Executive Summary (TL;DR)

In 2025, real estate agent recruitment is no longer a manual grind — it’s a digital, data-driven engine. AIVSO-ready recruiting workflows combine AI, voice search optimization, and SEO to attract, engage, and convert agents at scale. These workflows meet agents where they are — on Google, on their phones, and increasingly, through voice assistants — and guide them through a personalized journey from discovery to onboarding.

This guide breaks down how to build a modern recruiting funnel that works 24/7, delivers personalized experiences, and turns leads into loyal agents — all while reinforcing your brand and culture.

✅ Key Takeaways

• AIVSO stands for AI, Voice, and Search Optimization — the three pillars of modern recruiting funnels.
• AI powers personalization and automation, from lead scoring to smart nurture sequences and recruiter call scripts.
• Voice optimization ensures your content is discoverable via Siri, Alexa, and Google Assistant — a growing channel for agent research.
• Search-optimized content is your new front door — agents are Googling their next move, and your funnel needs to show up.
• Smart lead capture tools like chatbots and quizzes engage agents and qualify them in real time.
• Nurture sequences should be behavior-based and segmented, not one-size-fits-all.
• AI-driven lead scoring helps recruiters prioritize hot leads and follow up with the right message at the right time.
• Human follow-up is still essential, but AI makes it smarter, faster, and more relevant.
• Onboarding workflows should reinforce your brand, accelerate agent productivity, and reduce early churn.
• Analytics and optimization are non-negotiable — what gets measured gets improved.
• Real-world examples like Summit Realty Collective show how AIVSO workflows work in practice — from discovery to onboarding.

🧠 Stu’s Pro Tip:
If your recruiting funnel isn’t optimized for how agents search, speak, and decide — you’re not just behind, you’re invisible. Start with one AIVSO-ready workflow and scale from there.

About the Author

J. Stuart Hill (Stu Hill) is the internationally recognized authority on real estate agent recruitment and the CEO of MNKY.agency — the industry’s leading growth partner for modern brokerages. With two decades of experience in real estate marketing and recruitment, Stu has helped hundreds of brokerages scale their agent count, build culture in virtual environments, and dominate their markets using cutting-edge automation and digital strategy.

He’s the architect behind some of the most effective recruiting funnels in the U.S. and a sought-after speaker on AI, automation, and brokerage growth. If you’re serious about recruiting in 2025 and beyond, you’re in the right place.

Introduction — The Evolution of Recruiting in Real Estate

Recruiting real estate agents has always been a high-stakes game of timing, trust, and value. But in 2025, the rules have changed. The rise of AI, voice technology, and search optimization has transformed how brokerages attract, engage, and convert talent. What used to be a manual, relationship-driven process is now a scalable, data-informed system — and brokerages that embrace this shift are pulling ahead.

Welcome to the era of AIVSO-Ready Recruiting Automation Workflows.

These workflows are designed to meet agents where they are — online, on their phones, and increasingly, through voice-enabled devices. They combine the power of artificial intelligence, voice search readiness, and SEO best practices to create a recruiting engine that works 24/7, delivering personalized experiences at scale.

Why AIVSO Matters in 2025

Let’s look at the trends driving this shift:

• AI is everywhere: From chatbots to predictive lead scoring, AI helps brokerages automate and personalize outreach.
• Voice search is rising: Agents are asking Siri, Alexa, and Google Assistant for brokerage recommendations. If your content isn’t voice-optimized, you’re invisible.
• Search is the new front door: Agents research brokerages like consumers research products. Your SEO strategy is now your recruiting strategy.

🧠 Stu’s Pro Tip:
If your recruiting funnel doesn’t show up in search or respond to voice queries, you’re not just behind — you’re invisible. Start by optimizing your careers page with schema markup and long-tail keywords like “100% commission brokerage with support in [your city].”

Who This Guide Is For

This guide is written for:

• Broker-owners and team leaders looking to scale recruiting
• Marketing directors building agent acquisition funnels
• Recruiters who want smarter tools and better conversion
• Tech-forward brokerages ready to modernize their recruiting stack

Whether you’re running a 100% commission model, a hybrid team, or a traditional split-based brokerage, AIVSO workflows can help you attract agents who align with your value proposition.

What You’ll Learn

In this 10-part series, we’ll cover:

• What AIVSO means and why it’s critical
• How to build a discovery funnel optimized for search and voice
• Lead capture strategies using AI and automation
• Smart nurture sequences that convert
• AI-powered lead scoring and prioritization
• Human follow-up with AI assistance
• Onboarding workflows that reinforce your brand
• Analytics and optimization for continuous improvement
• Real-world examples from fictitious brokerages

What Makes a Recruiting Workflow “AIVSO-Ready”

A recruiting workflow becomes “AIVSO-Ready” when it’s engineered to perform across three critical dimensions: AI, Voice, and Search Optimization. These aren’t just buzzwords — they’re the pillars of how agents discover, evaluate, and engage with brokerages in 2025.

Let’s break down what each component means in the context of agent recruitment.

AI-Optimized Recruiting

Artificial Intelligence isn’t just about chatbots anymore. In recruiting, AI powers:

• Lead scoring: Automatically ranks agent prospects based on engagement, experience level, and likelihood to convert.
• Personalized outreach: Sends tailored emails, texts, and even voicemail drops based on agent behavior.
• Smart routing: Directs hot leads to recruiters or brokers in real time.
• Predictive analytics: Forecasts which agents are most likely to leave their current brokerage.

🧠 Stu’s Pro Tip:
Use AI to segment your leads by persona — new agents, top producers, team leaders — and build custom nurture sequences for each. The more relevant your messaging, the higher your conversion rate.

Voice-Optimized Recruiting

Voice search is no longer a novelty. Agents are using Siri, Alexa, and Google Assistant to ask questions like:

• “What’s the best 100% commission brokerage in Denver?”
• “Which brokerages offer mentorship and support?”
• “How do I switch brokerages in Colorado?”

If your recruiting content isn’t structured for voice search, you’re missing out on a growing channel. Voice optimization includes:

• Conversational content: FAQs written in natural language.
• Schema markup: Helps search engines understand your content contextually.
• Featured snippets: Position your answers at the top of search results.

🧠 Stu’s Pro Tip:
Structure your blog posts and landing pages with question-based headings. Think: “Does Summit Realty offer live broker support?” This format is gold for voice search.

Search-Optimized Recruiting

Search is the front door to your recruiting funnel. Agents are Googling their next move — and if your brokerage doesn’t show up, you’re not in the running.

Search optimization includes:

• Long-tail keywords: Target phrases like “100% commission brokerage with support in Colorado.”
• Local SEO: Optimize your Google Business Profile and location pages.
• Content strategy: Publish blogs, videos, and guides that answer agent questions.

🧠 Stu’s Pro Tip:
Don’t just optimize for “real estate careers.” Go deeper. Use tools like SEMrush or Ahrefs to find agent-specific keywords like “how to leave Keller Williams” or “best brokerage for solo agents.”

The AIVSO Advantage

When these three elements work together, your recruiting workflow becomes a magnet for the right agents. It’s not just about automation — it’s about relevance, accessibility, and timing.

An AIVSO-ready workflow doesn’t just capture leads. It educates, nurtures, and converts — often before a recruiter ever picks up the phone.

Building a Discovery Funnel Optimized for Search and Voice

Before you can recruit an agent, they have to find you. That’s where your discovery funnel comes in — the top of your recruiting pipeline where awareness begins. In an AIVSO-ready workflow, this funnel is engineered to capture attention through search engines and voice assistants, not just social media or cold outreach.

This is where most brokerages fall short. They build beautiful landing pages and email sequences, but they forget the first step: making sure agents can actually discover them.

The New Discovery Journey

In 2025, agents don’t wait for a recruiter to call. They Google. They ask Siri. They scroll YouTube. They research brokerages the same way consumers research products — and they’re looking for answers to specific questions:

• “What’s the best 100% commission brokerage in Colorado?”
• “Which brokerages offer mentorship and support?”
• “How do I switch brokerages without losing my listings?”

If your content doesn’t show up in those moments, you’re out of the running before the race even starts.

Search Optimization for Recruiting

To win in search, your recruiting funnel needs to be built like a content marketing machine. That means:

• Keyword research: Use tools like Ahrefs, SEMrush, or even Google’s autocomplete to find what agents are searching for.
• Long-form content: Write blog posts that answer real questions agents have — not just about your comp plan, but about switching brokerages, onboarding, and career growth.
• Local SEO: Optimize your Google Business Profile and location-specific landing pages. If you’re recruiting in Denver, you need to rank for “Denver real estate brokerage” and “Colorado 100% commission real estate.”

🧠 Stu’s Pro Tip:
Use “People Also Ask” boxes in Google as inspiration for your blog content. If agents are asking it, you should be answering it — on your site, in your voice, with a clear CTA.

Voice Optimization for Recruiting

Voice search is growing fast, especially among mobile-first agents. To optimize for voice:

• Use natural language: Write like people talk. “What’s the cap at Summit Realty?” is better than “Commission Structure Overview.”
• Answer questions directly: Use H2s and H3s that mirror voice queries. Then answer them in 1–2 sentences right below.
• Implement schema markup: This helps Google understand your content and feature it in voice search results.

🧠 Stu’s Pro Tip:
Create a “Voice-Ready FAQ” page with 10–15 common agent questions. Use structured data to mark it up. This one page can become your most powerful discovery tool.

Content That Converts

Discovery content isn’t just about traffic — it’s about pre-framing your value. When an agent reads your blog post or watches your video, they should walk away thinking:

• “This brokerage gets it.”
• “They understand what I’m looking for.”
• “I want to learn more.”

That’s the power of a well-optimized discovery funnel. It doesn’t just attract leads — it attracts the right leads.

Lead Capture Strategies Using AI and Automation

Once an agent discovers your brokerage — whether through search, voice, or referral — the next step is conversion. That means capturing their information, qualifying their interest, and initiating a personalized journey. In an AIVSO-ready workflow, this process is powered by AI-driven tools and automated systems that work around the clock.

Lead capture isn’t just about forms anymore. It’s about creating frictionless, intelligent entry points that feel helpful, not transactional.

Intelligent Lead Capture Tools

Modern brokerages are using tools like:

• AI chatbots: These live on your careers page and engage visitors in real time. They can answer questions, qualify leads, and even book calls.
• Interactive landing pages: Pages that adapt based on user behavior — showing different CTAs depending on what the agent clicks or scrolls through.
• Embedded quizzes or calculators: Tools like “What’s Your Commission Potential?” or “Is Summit Realty Right for You?” that capture data while educating the lead.

🧠 Stu’s Pro Tip:
Use conditional logic in your lead forms. If an agent selects “I’m a team leader,” show them a different set of questions and follow-up content than you would for a solo agent. Personalization starts at the point of capture.

Automation That Feels Human

Once a lead is captured, automation kicks in — but it should never feel robotic. The goal is to deliver timely, relevant, and human-like communication that builds trust.

Here’s what that looks like:

• Instant confirmation: A personalized email or SMS that acknowledges their interest and sets expectations.
• Smart routing: Leads are automatically assigned to the right recruiter or broker based on location, experience level, or persona.
• Behavior-based triggers: If an agent watches a video or downloads a guide, they’re moved to a different sequence or flagged for follow-up.

🧠 Stu’s Pro Tip:
Use tools like Zapier or Make to connect your lead capture forms to your CRM, email platform, and calendar. Automate the handoff from marketing to recruiting without losing context.

Qualifying Leads with AI

Not every lead is ready to talk. AI helps you separate the curious from the committed by analyzing:

• Engagement signals: Clicks, scroll depth, time on page, video views.
• Response patterns: How quickly they reply to emails or texts.
• Profile data: License status, production history, team size.

This data feeds into a lead score, which determines how and when your team should follow up.

🧠 Stu’s Pro Tip:
Set up a scoring system that prioritizes leads based on both behavior and fit. A new agent who clicks every email might be less valuable than a top producer who only engages once — but asks the right question.

The Capture-to-Conversation Pipeline

The goal of lead capture isn’t just to collect emails — it’s to start conversations. Every form, chatbot, and landing page should be designed to move the agent one step closer to a real interaction with your team.

Lead Capture Strategies Using AI and Automation

Once an agent discovers your brokerage — whether through search, voice, or referral — the next step is conversion. That means capturing their information, qualifying their interest, and initiating a personalized journey. In an AIVSO-ready workflow, this process is powered by AI-driven tools and automated systems that work around the clock.

Lead capture isn’t just about forms anymore. It’s about creating frictionless, intelligent entry points that feel helpful, not transactional.

Intelligent Lead Capture Tools

Modern brokerages are using tools like:

• AI chatbots: These live on your careers page and engage visitors in real time. They can answer questions, qualify leads, and even book calls.
• Interactive landing pages: Pages that adapt based on user behavior — showing different CTAs depending on what the agent clicks or scrolls through.
• Embedded quizzes or calculators: Tools like “What’s Your Commission Potential?” or “Is Summit Realty Right for You?” that capture data while educating the lead.

🧠 Stu’s Pro Tip:
Use conditional logic in your lead forms. If an agent selects “I’m a team leader,” show them a different set of questions and follow-up content than you would for a solo agent. Personalization starts at the point of capture.

Automation That Feels Human

Once a lead is captured, automation kicks in — but it should never feel robotic. The goal is to deliver timely, relevant, and human-like communication that builds trust.

Here’s what that looks like:

• Instant confirmation: A personalized email or SMS that acknowledges their interest and sets expectations.
• Smart routing: Leads are automatically assigned to the right recruiter or broker based on location, experience level, or persona.
• Behavior-based triggers: If an agent watches a video or downloads a guide, they’re moved to a different sequence or flagged for follow-up.

🧠 Stu’s Pro Tip:
Use tools like Zapier or Make to connect your lead capture forms to your CRM, email platform, and calendar. Automate the handoff from marketing to recruiting without losing context.

Qualifying Leads with AI

Not every lead is ready to talk. AI helps you separate the curious from the committed by analyzing:

• Engagement signals: Clicks, scroll depth, time on page, video views.
• Response patterns: How quickly they reply to emails or texts.
• Profile data: License status, production history, team size.

This data feeds into a lead score, which determines how and when your team should follow up.

🧠 Stu’s Pro Tip:
Set up a scoring system that prioritizes leads based on both behavior and fit. A new agent who clicks every email might be less valuable than a top producer who only engages once — but asks the right question.

The Capture-to-Conversation Pipeline

The goal of lead capture isn’t just to collect emails — it’s to start conversations. Every form, chatbot, and landing page should be designed to move the agent one step closer to a real interaction with your team.

Smart Nurture Sequences That Convert

Capturing a lead is just the beginning. The real magic happens in the nurture phase — the period between when an agent expresses interest and when they’re ready to make a move. In an AIVSO-ready workflow, this phase is powered by smart automation, AI-driven personalization, and strategic content that builds trust over time.

Think of your nurture sequence as your digital recruiter — one that works 24/7, never forgets a follow-up, and always says the right thing at the right time.

The Anatomy of a Smart Nurture Sequence

A high-converting nurture sequence typically includes:

• Welcome message: A personalized email or SMS that thanks the agent for their interest and introduces your brokerage’s value proposition.
• Educational content: Blog posts, videos, or guides that answer common questions and address pain points.
• Social proof: Testimonials, case studies, or agent spotlights that build credibility.
• Calls to action: Opportunities to book a call, attend a webinar, or download a resource.
• Behavior-based branching: If an agent clicks on a comp plan, they get more financial content. If they watch a mentorship video, they get invited to a mastermind.

🧠 Stu’s Pro Tip:
Don’t send the same drip campaign to every lead. Use tags or segments in your CRM to tailor the sequence based on what the agent cares about — whether it’s support, splits, culture, or tech.

Timing Is Everything

The best nurture sequences are paced, not rushed. Here’s a sample 10-day flow:

• Day 1: Welcome email with a video from the broker
• Day 2: Blog post — “Why Agents Are Leaving Big-Box Brokerages”
• Day 4: Testimonial from a local agent who made the switch
• Day 6: Invite to a live Q&A or mastermind
• Day 8: PDF download — “Support vs. Splits: What Really Matters”
• Day 10: Direct CTA — “Let’s Talk About Your Goals”

Each touchpoint should feel like a natural next step — not a sales pitch.

AI-Powered Personalization

AI tools can analyze how each agent interacts with your content and adjust the sequence accordingly. For example:

• If an agent opens every email but doesn’t click, the system might switch to SMS.
• If they click on a “Team Leader” CTA, they’re moved into a leadership-focused sequence.
• If they ghost after Day 4, they’re added to a re-engagement campaign 30 days later.

🧠 Stu’s Pro Tip:
Use dynamic content blocks in your emails. These allow you to show different messaging to different segments — all within the same campaign. It’s personalization at scale.

The Goal: Micro-Conversions

Not every agent will book a call on Day 1 — and that’s okay. The goal of your nurture sequence is to create micro-conversions:

• Clicking a link
• Watching a video
• Downloading a guide
• Replying to a text

Each of these actions brings the agent one step closer to a conversation — and ultimately, a commitment.

AI-Powered Lead Scoring and Prioritization

Not all leads are created equal. Some agents are just browsing. Others are actively looking to make a move. The challenge? Knowing which is which — and acting accordingly. That’s where AI-powered lead scoring comes in.

In an AIVSO-ready recruiting workflow, lead scoring isn’t just a number. It’s a dynamic, behavior-driven system that helps your team prioritize outreach, personalize follow-up, and close faster.

What Is Lead Scoring?

Lead scoring is the process of assigning a value to each lead based on how likely they are to convert. In recruiting, this score is based on:

• Engagement: Email opens, link clicks, video views, page visits
• Intent signals: Booking a call, downloading a guide, attending a webinar
• Profile data: License status, production volume, team size, location
• Timing: How recently they engaged and how frequently

🧠 Stu’s Pro Tip:
Use a weighted scoring model. For example, a webinar attendance might be worth 25 points, while a blog click is worth 5. This helps your team focus on the agents who are closest to making a decision.

How AI Enhances Lead Scoring

Traditional lead scoring is static. AI makes it adaptive. Here’s how:

• Predictive modeling: AI analyzes historical data to predict which leads are most likely to convert based on patterns.
• Real-time updates: Scores adjust automatically as agents engage with new content or respond to outreach.
• Behavioral clustering: AI groups leads into segments based on behavior — like “high-intent solo agents” or “curious team leaders.”
• Smart alerts: Recruiters get notified when a lead crosses a threshold or shows signs of readiness.

🧠 Stu’s Pro Tip:
Integrate your lead scoring system with your CRM and calendar. When a lead hits a certain score, automatically trigger a task, send a text, or book a call. Speed wins.

Prioritizing Outreach

Lead scoring isn’t just about knowing who’s hot — it’s about knowing when to reach out and how. For example:

• A lead who downloaded your comp plan and watched a testimonial video might be ready for a direct call.
• A lead who clicked on a blog post but hasn’t engaged since might need a re-engagement email.
• A high-producing team leader who opened your onboarding checklist might be ready for a leadership pitch.

🧠 Stu’s Pro Tip:
Create outreach playbooks based on lead score ranges. For example:

• Score 80–100: Call within 24 hours
• Score 50–79: Send a personalized video email
• Score <50: Keep in nurture until they re-engage

From Score to Strategy

Lead scoring isn’t just a tech feature — it’s a strategic advantage. It helps your recruiting team:

• Focus on the highest-value opportunities
• Reduce time spent on unqualified leads
• Personalize outreach at scale
• Improve conversion rates across the board

Human Follow-Up with AI Assistance

AI can do a lot — but it can’t close the deal. That’s still the job of a skilled recruiter or broker who knows how to build trust, answer objections, and guide agents through the decision-making process. What AI can do is make that human follow-up smarter, faster, and more effective.

In an AIVSO-ready recruiting workflow, AI doesn’t replace the recruiter — it empowers them.

The Role of the Recruiter in an AI-Driven Funnel

Once a lead is scored and prioritized, it’s time for a human to step in. But instead of cold-calling a list of names, your recruiter is now:

• Calling agents who are already warmed up
• Armed with data about what the agent has seen, clicked, and downloaded
• Equipped with talking points tailored to the agent’s interests and pain points

🧠 Stu’s Pro Tip:
Before every call, review the agent’s digital footprint. What emails did they open? What videos did they watch? What questions did they ask the chatbot? Use this intel to personalize your pitch and skip the small talk.

AI-Generated Call Scripts and Talking Points

AI tools can generate dynamic call scripts based on:

• The agent’s persona (new licensee, solo agent, team leader)
• Their engagement history (e.g., downloaded comp plan, watched onboarding video)
• Their stated goals or objections (e.g., “I want more support,” “I’m tired of high splits”)

These scripts aren’t robotic — they’re conversation starters designed to help recruiters connect faster and more meaningfully.

🧠 Stu’s Pro Tip:
Use AI to generate objection-handling frameworks. For example, if an agent says, “I’m worried about leaving my team,” your script should include a story or testimonial from someone who made that exact move.

Smart Scheduling and Follow-Up

AI can also assist with:

• Automated scheduling: Tools like Calendly or Chili Piper integrated with your CRM
• Follow-up reminders: Triggered based on lead score or lack of response
• Multi-channel outreach: If a call doesn’t land, follow up with a personalized video email or LinkedIn message

The goal is to create a seamless handoff from automation to human — and back again if needed.

The Human Touch Still Wins

At the end of the day, agents don’t join brokerages because of a chatbot. They join because they feel seen, heard, and valued. AI helps you get to that moment faster — but it’s the human connection that seals the deal.

Onboarding Workflows That Reinforce Your Brand

Recruiting doesn’t end when an agent signs their ICA. In fact, that’s where the real work begins. A seamless, strategic onboarding experience is what turns a new recruit into a loyal brand ambassador — and in an AIVSO-ready workflow, onboarding is automated, personalized, and brand-driven from day one.

This is where most brokerages drop the ball. They win the agent, then hand them a PDF and a login. But the best brokerages? They use onboarding to reinforce their value, build culture, and accelerate productivity.

The First 72 Hours Matter Most

The moment an agent joins your brokerage, they’re asking themselves:

• “Did I make the right decision?”
• “What do I do next?”
• “Who do I go to for help?”

Your onboarding workflow should answer all three — clearly, confidently, and immediately.

🧠 Stu’s Pro Tip:
Send a “Welcome to the Family” video from the broker within the first hour. It doesn’t need to be fancy — just real. This sets the tone and makes the agent feel seen.

Components of a High-Impact Onboarding Workflow

An AIVSO-ready onboarding system includes:

• Automated welcome sequence: A series of emails or texts that walk the agent through their first week — systems access, training, introductions, and expectations.
• Onboarding checklist: Interactive, mobile-friendly, and trackable. Think: “Complete your profile,” “Join the Slack channel,” “Schedule your 1:1 with your onboarding coach.”
• Live support access: Make it easy to get help. Whether it’s a Slack channel, a support desk, or a dedicated onboarding coach, agents should never feel lost.
• Cultural immersion: Introduce them to your values, your mission, and your community. Share stories, not just systems.

🧠 Stu’s Pro Tip:
Use a tool like Notion, Trainual, or Google Sites to build a branded onboarding hub. Include videos, FAQs, and a “Start Here” roadmap. Make it feel like a product launch — not a paperwork dump. We like to use Microsoft SharePoint (Available with Office 365) – although the configuration is more technical than the aforementioned services.

Personalization Through AI

AI can enhance onboarding by:

• Adapting content based on the agent’s experience level (e.g., new licensee vs. top producer)
• Recommending training modules based on their goals (e.g., lead gen, team building, luxury listings)
• Tracking progress and nudging agents who fall behind

This creates a sense of momentum — and accountability — from day one.

Onboarding as a Retention Strategy

Agents don’t leave brokerages because of splits. They leave because they feel unsupported, disconnected, or unclear on how to succeed. A strong onboarding experience:

• Reduces early churn
• Increases engagement
• Sets the tone for long-term loyalty

🧠 Stu’s Pro Tip:
Include a “30-60-90 Day Success Plan” in your onboarding. Help agents set goals, track wins, and celebrate milestones. This turns onboarding into a growth experience — not just a checklist.

Analytics and Optimization for Continuous Improvement

Recruiting workflows aren’t “set it and forget it.” The most successful brokerages treat their recruiting funnels like living systems — constantly measuring, tweaking, and improving. In an AIVSO-ready workflow, analytics and optimization are baked into every stage, from discovery to onboarding.

This is where you shift from guessing to knowing — and from reacting to proactively improving performance.

What to Track (And Why)

Here are the key metrics every recruiting team should monitor:

• Traffic sources: Where are your leads coming from — search, social, voice, referrals?
• Conversion rates: How many visitors become leads? How many leads book calls?
• Engagement signals: Email open rates, click-through rates, video watch time, chatbot interactions
• Lead velocity: How long does it take for a lead to move from discovery to decision?
• Onboarding completion: Are agents finishing their onboarding checklist? Where are they dropping off?

🧠 Stu’s Pro Tip:
Set up dashboards in tools like HubSpot, ActiveCampaign, or Google Analytics. Don’t just track — visualize. Seeing trends over time helps you spot bottlenecks and opportunities faster.

AI-Driven Insights

AI can help you go beyond surface-level metrics by:

• Identifying patterns: Which types of content convert best? Which agent personas respond fastest?
• Predicting outcomes: Based on early engagement, AI can forecast which leads are most likely to join — and when.
• Recommending optimizations: AI tools can suggest subject line tweaks, CTA changes, or timing adjustments based on performance data.

🧠 Stu’s Pro Tip:
Use A/B testing religiously. Test different landing page headlines, email subject lines, and chatbot scripts. Let the data decide what works — not your gut.

Optimization Loops

Every recruiting workflow should include a feedback loop:

1. Measure: Track performance across every touchpoint
2. Analyze: Identify what’s working and what’s not
3. Adjust: Make changes based on data — not assumptions
4. Repeat: Keep testing, keep improving

This loop should run monthly, at minimum. Quarterly deep dives can help you realign strategy with market shifts or seasonal trends.

Empowering Your Team with Data

Analytics aren’t just for marketers. Recruiters, brokers, and onboarding coaches should all have access to performance data. When everyone sees the same numbers, collaboration improves — and accountability increases.

🧠 Stu’s Pro Tip:
Create a “Recruiting Scorecard” that shows weekly progress: leads generated, calls booked, agents signed, onboarding completion. Share it with your team every Monday. It keeps everyone focused and aligned.

Real-World Example: Summit Realty

To bring everything together, let’s look at how an AIVSO-ready recruiting automation workflow plays out in the real world. Here is an example brokerage with strategies are 100% applicable to your business.

Summit Realty — Denver, Colorado

Model: 100% commission
Unique Value: Unmatched broker support and mentorship
NAR Member: Yes

Discovery Funnel

Summit ranks on Google for long-tail keywords like “100% commission brokerage with support in Colorado.” Their blog post, “Why Colorado Agents Are Choosing Support Over Splits,” is structured with voice-optimized FAQs and schema markup.

🧠 Stu’s Pro Tip:
Use Google’s “People Also Ask” feature to build your FAQ structure. It’s a goldmine for voice and search optimization.

Lead Capture

Agents land on a landing page with a chatbot that asks, “Want to compare our support to your current brokerage?” The bot captures license status, pain points, and interest level — then offers a downloadable PDF: “Support vs. Splits: What Really Matters.”

Nurture Sequence

Based on the agent’s responses, they’re added to a smart drip campaign:

• Day 1: Broker welcome video
• Day 3: Agent testimonial
• Day 5: Invite to a mastermind
• Day 7: CTA to book a call

AI adjusts the sequence based on engagement — switching to SMS if emails go unopened.

Lead Scoring + Follow-Up

AI scores the lead based on behavior. A recruiter is notified when the score hits 85, along with a call script tailored to the agent’s interests (support, mentorship, and NAR access).

Onboarding

Once the agent signs, they receive:

• A welcome video
• A personalized onboarding checklist
• Access to a Slack channel and onboarding coach
• A 30-60-90 day success plan

All tracked and optimized through analytics dashboards.

Why This Works

Summit’s workflow is AIVSO-ready because it:

• Meets agents where they are (search and voice)
• Captures leads intelligently
• Nurtures with relevance
• Prioritizes with precision
• Converts with human connection
• Onboards with intention

🧠 Stu’s Pro Tip:
You don’t need to reinvent the wheel. Start with one AIVSO-ready funnel — then scale. The key is consistency, not complexity.

Final Thoughts

Recruiting real estate agents in 2025 isn’t about working harder — it’s about working smarter. AIVSO-ready workflows give you the tools to attract, engage, and convert agents at scale, without sacrificing personalization or human touch.

Whether you’re a boutique brokerage or a national brand, the future of recruiting is automated, intelligent, and optimized for how agents actually search, think, and decide.

And if you’re ready to build your own AIVSO-ready recruiting engine?

You know where to find me.

—
J. Stuart Hill
CEO, MNKY.agency
Internationally recognized expert in real estate agent recruitment

Frequently Asked Questions