Brand & Personality Intake — Abell Visuals

ABELL VISUALS · VERSION 1.2

New Client Brand DNA Intake Form

This form is the single most important step in your entire production. Every concept, script, and creative decision we make for your videos is built directly from your answers here — it's not paperwork, it's the raw material we turn into your brand. The more honest and detailed you are, the sharper and more personalized your videos will be.

Please complete every section in full. The checkboxes you'll see on some sections marked “previously answered on another form” are only for returning clients updating specific parts of an existing profile — they are not a shortcut for a first submission. We will not begin production or schedule your shoot date until this form has been fully and properly completed.

Section 1 of 10

Agent Information

Is this brand build for you personally, for a team, or for a company/builder?

Personal Team Company

Team / Company Name

Are you the Project Lead for this brand build?

Yes No

If YES: continue and complete the entire form. If NO: finish the short Team Perception & Goals box below, then skip directly to Section 8 (Individual & Brand DNA). Sections 2–7 and 9 are for the Project Lead only.

For Team Members Only — Team Perception & Goals

Answer this only if you are NOT the Project Lead.

In your own words, how would you describe the team's brand and identity right now?

What do you see as the team's biggest goals or hurdles right now?

Is there anything about the team's brand or direction you think would be beneficial to add or improve?

Now skip ahead to Section 8 — Individual & Brand DNA. You're finished after that section.

First Name

Last Name

Agent Address

Phone

Company Address

Company Phone

Project Lead First Name

Project Lead Last Name

Project Lead Email

Section 2 of 10

Brokerage Information

Previously answered on another form — skip this section

Brokerage Name

Brokerage Address

Brokerage Phone

Brokerage Email

Real Estate License / MLS Number

Section 3 of 10

Brand Fundamentals

Previously answered on another form — skip this section

This section is about your brand as an agent — not personal taste, that comes later. Your favorite color lives in the Personality section.

How do you want to be represented as a brand? Are there major brands whose marketing, tone, or identity you gravitate toward and want us to draw inspiration from?

What sets you apart from other agents in your market?

Primary Property Type Focus

Residential Luxury New Construction Land/Farm Commercial Investment

Which words describe your brand? (select at least 3)

Warm Bold Polished Approachable Luxury Down-to-Earth Energetic Calm Trustworthy Witty Sophisticated Family-Oriented

This word list is required — pick the ones that genuinely sound like you, not the ones that sound impressive.

Are there specific key words or phrases you want people to associate with you or your brand? Tell us in your own words — a sentence or a paragraph, whatever gets it across.

Section 4 of 10

Brand Assets

Previously answered on another form — skip this section

Please read before continuing. We design around what you provide. If specific fonts, colors, or a brand direction guide aren't included in your links below, we'll use our best creative judgment — so if there's a look you need us to match, this is where you tell us.

Personal Brand Assets — Dropbox or Drive Link

Must include: logo files, required fonts, brand colors, and a brand direction guide if you have one.

Brokerage Brand Assets — Dropbox or Drive Link

Kept separate from your personal assets on purpose — must include the brokerage's logo, fonts, colors, and brand guide.

Do you already have brand fonts?

Yes No

Font Name(s)

Link to Font(s)

No problem — take a few minutes to browse fonts you like (Google Fonts or Adobe Fonts are good places to start) and note down any styles that catch your eye below.

Fonts You Like (optional)

Font Style Preference

Serif Sans Serif Script No Preference

Brand Colors (if applicable)

Do you have a logo?

Yes No

Does your brokerage require specific logo usage, colors, fonts, or brand application rules?

Yes No

Confirm this is included in your Brokerage Brand Assets link above, or provide it separately here.

Do you want a consistent branded ending (an outro/end-tag) on every video?

Yes No

If yes: this must be scheduled and built before any videos are produced, and approved by you before use. It is quoted and billed hourly by the motion graphics designer, separate from any video package — you are paying for the time to create it, not purchasing a stock asset. It remains our copyright; you retain exclusive use of it in your content.

Section 5 of 10

Video Interests & Overall Look

Previously answered on another form — skip this section

This helps us understand your overall direction from the start — for the branding, scripts, and creative planning behind every video we produce for you. It is not a binding production order.

What types of video are you interested in?

Property Videos Agent On-Camera Cinematic (Horizontal, 16:9) Social Reels (Vertical, 9:16)

Note: Cinematic videos are horizontal (16:9). Social media reels are vertical (9:16). If you want both formats for the same content, that requires an additional edit — and often an additional shoot setup — at added cost.

Do you want text on screen (your script/key points shown as text)?

Yes No

On-screen text also helps with searchability — Google can read text on screen, but can't index spoken words the same way.

Do you want the property address shown at the beginning of property videos?

Yes No

What are your feelings on AI usage in your videos?

No AI, Ever Open to It, If It Looks Real Fully Open to AI

Do you want to approve AI elements before the final video is produced, or review and request changes after?

Approve Before Production Review After, Request Changes

Requiring pre-approval on AI elements will add production time — typically at least a full day, since it adds a review step between editing and final delivery.

Section 6 of 11

Music & Extras

Previously answered on another form — skip this section

Music Genre / Style Preference (select all that apply)

Pop Country Hip Hop Rock Electronic/EDM Acoustic/Folk Jazz Classical Film Score/Cinematic Ambient/Chill R&B/Soul Latin 1950s Era 1960s Era 1970s Era 1980s Era 1990s Era No Preference

We have a license to use royalty-free music from audiio.com within your videos. If you'd like to search for songs yourself, you're welcome to browse there and pick titles, or you can leave it to us based on your genre and style preferences above.

Have you browsed audiio.com and chosen your song picks?

Yes Not yet

Pick 1 — Song Title Pick 1 — Link

Pick 2 — Song Title Pick 2 — Link

Pick 3 — Song Title Pick 3 — Link

If requesting an outside song not from audiio.com, please also provide a Dropbox link to the actual audio file.

We will not begin editing your videos, even once they're recorded, until you've made at least 3 song picks from audiio.com or confirmed an outside song. Please browse and submit your picks as soon as possible so we can stay on schedule.

Outside or unlicensed songs risk platform muting or takedown. Abell Visuals is not responsible for this per the signed agreement. Music must be approved per individual video before production.

Section 7 of 11

Service Areas & Specialty

Previously answered on another form — skip this section

Answer this section for YOURSELF, even if you're on a team. Everyone's answers here will likely be different — that's expected. We compare notes across the team afterward to nail down the full picture; you don't need to agree with your teammates before filling this out.

What city or area is your home base?

What is the maximum distance or radius you're willing to service clients from your home base?

List the specific cities and/or counties you want to focus on and grow your presence in

For each area above, what makes it unique? What would you want a viewer to know or feel about that specific place?

For each area above, are there specific locations, landmarks, or spots you love that could work as a video backdrop or content hook?

Think specific and visual, not general — a lake, a downtown strip, a park, a historic building. This is exactly what turns into a fun, location-driven video concept.

What's your primary focus?

Buyers Sellers Both Equally

What property types do you specialize in or want to be known for?

Residential Luxury New Construction Land/Farm Commercial Investment No Specialty Yet

If you don't currently have an active listing, what could we film or create to keep you visible and attracting buyers in the meantime?

Section 8 of 11

Social Proof & Team

Previously answered on another form — skip this section

Links to your top client testimonials or Google reviews (if applicable — newer agents can build this over time)

Team Roster (if applicable)

If you have a team, which member or aspect should we prioritize featuring? (leader only)

Section 9 of 11

Individual & Brand DNA

Previously answered on another form — skip this section

Your brand's DNA sits above your personal personality — this section asks about both, and about what makes each genuinely distinct, not just descriptive.

Favorite Color

Tell us your story — the personal side, beyond the resume

What's a moment in your career you're proudest of?

How comfortable are you on camera?

Very Comfortable Somewhat Comfortable A Little Nervous New to This

If you were asked to interview for both the most basic listing and the highest-value listing of your career, what separates you from other agents — and what about your personality and approach would come through in each?

If your brand were its own character or personality, distinct from you personally, how would you describe it? What does it love, value, or stand for?

What is the one thing you need every client, viewer, or potential client to understand about you, your team, or your brand?

Section 9 of 16

The DNA Machine

Your Working Style

Previously answered on another form — skip this section

This part builds the deeper layer of your Brand DNA — how you naturally work with clients, day to day. Go with your first honest instinct; there's no right or wrong answer.

Q1: You have a free hour between showings. You're most likely to…

A) Text a past client to see how they're settling in B) Try a coffee shop you haven't been to C) Check new listings and price changes D) Call a lead you've been meaning to follow up with

Q2: Which headline would you click first?

A) Why most buyers overpay after the inspection B) What I told my nervous buyer the night before closing C) The one move that wins bidding wars D) The house nobody wanted, until one thing changed

Q3: Which compliment would mean the LEAST to you?

A) You never back down. B) You thought of everything. C) I never would've thought of that. D) You're so easy to talk to.

Q4: A client sends you a long text at 9 p.m. You…

A) Send a voice memo back B) Reply with a short answer and a next step C) Call them D) Send a thorough, organized reply in the morning

Q5: On a group trip, what would bother you most?

A) Someone lost the reservations B) Every hour is scheduled C) Two friends stop speaking to each other D) No one can decide where to eat

Q6: Outside of real estate, people usually come to you for help with…

A) Ideas for a party, gift, or project B) Figuring out something complicated C) Making a tough decision D) Talking through a personal situation

Q7: When you tell a story at dinner, you tend to…

A) Focus on the people involved B) Get to the point C) Add a little drama D) Get the details exactly right

Q8: Right now, your car has…

A) Folders, signs, and a lockbox, all in their place B) A charger and not much else C) Evidence of whatever you did last weekend D) Water and snacks for whoever rides along

Section 10 of 16

The DNA Machine

Your Brand Direction

Previously answered on another form — skip this section

This part is about the brand you want to grow into — not necessarily where you are today, but the direction you're aiming.

Q1: After watching one of your videos, what would you most want a stranger to say?

A) “That agent gets things done.” B) “That was beautiful. I want that life.” C) “I'd trust that person with my family's move.” D) “That agent knows the market better than anyone.”

Q2: Where would you want your videos filmed?

A) At a desk with a market map behind you B) At your own kitchen table C) In a stunning home at golden hour D) In your car between appointments

Q3: Which brand would you want your business to feel like?

A) Chick-fil-A B) Nike C) Mayo Clinic D) Apple

Q4: Which music would you choose for your intro?

A) Cinematic strings B) Clean, minimal piano C) A driving, high-energy beat D) Warm acoustic

Q5: In three years, a new agent in your office asks about you. You hope they hear…

A) “They're the one other agents call with questions.” B) “Top producer, every year.” C) “Their marketing is on another level.” D) “Everyone in town knows them.”

Q6: Which outfit feels like the version of you that you want clients to see?

A) Relaxed but polished, like a quarter-zip B) Clean and designer C) A crisp button-down D) A tailored suit

Q7: Which tagline would you be proudest of?

A) “Live beautifully.” B) “Results. Period.” C) “Home starts with a friend.” D) “The numbers behind every move.”

Q8: Your dream billboard shows…

A) One bold market insight B) You surrounded by past clients C) A big SOLD number D) A sweeping aerial of a home, with your name small

Section 11 of 16

The DNA Machine

Your Clients

Previously answered on another form — skip this section

Q1: You're given $10,000, but it has to go to one marketing project:

A) Ads aimed at people searching to move to your area B) A quarterly local market report C) A professionally produced film of one standout listing D) A free homebuying workshop series

Q2: Which problem would you most enjoy solving?

A) A buyer whose loan approval is on the edge B) A buyer who has to close in three weeks and can't visit first C) A seller set on an ambitious price D) A property that only works if the rent covers the payment

Q3: Which home would you most enjoy walking through?

A) A dated duplex with good bones B) A freshly painted three-bedroom with a fenced yard C) A solid home five minutes from a major employer D) A home at the end of a long driveway with a view

Q4: Think about your last three closings. What did those clients ask you most?

A) “What happens next?” B) “How do we make this stand out?” C) “What's the area like?” D) “What will this rent for?”

Q5: Your last new lead came from…

A) A contractor or another investor B) An online search or an employer contact C) A lender, friend, or family member D) A past seller's friend or business contact

Q6: What shows up most in your recent closing files?

A) Remote signing documents or virtual tour links B) Staging or professional marketing invoices C) Rent rolls, leases, or rehab bids D) Down payment assistance paperwork

Section 12 of 16

The DNA Machine

Your Growth Areas

Previously answered on another form — skip this section

Q7: Which is truest about your phone right now?

A) It has videos you recorded but never posted B) It's mostly listing photos and paperwork C) Your posts get views, but the calls come from the wrong clients D) It has a list of content ideas you haven't touched in weeks

Q8: A friend asks you to appear in their marketing video tomorrow. You…

A) Check your calendar first B) Ask who the video is for C) Suggest they film you doing something instead of talking to the camera D) Say yes, and it reminds you to restart your own videos

Q9: Which would you most likely say to another agent?

A) “I was on a roll for a while, then life happened.” B) “I'd post more if I had an assistant.” C) “I get likes, just not from the people I want.” D) “I'm better in person.”

Q10: The last time you posted regularly, why did it stop?

A) A busy stretch of closings took over B) You missed a week and never restarted C) You rewatched something or read a comment and pulled back D) It didn't stop, but the results never changed

Q11: Someone hands you a finished script. You…

A) Film it today while you're motivated B) Rewrite it so it sounds like you C) Ask when you could fit the shoot in D) Ask whether you could do a voiceover instead

Q12: Which would you pay for first?

A) A monthly content calendar with reminders B) A brand strategy session C) A shoot day where someone else handles everything D) On-camera coaching

Section 13 of 16

The DNA Machine

Your Story

Previously answered on another form — skip this section

This is the deepest part of your Brand DNA — not a test, just how we get videos that actually sound like you. We’re capturing your real stories, the phrases you use, and the way you say things, so scripts read in your language instead of ours. When a client watches your video and then meets you in person, there should be no difference between the two.

Answer at least 8 of the 17 questions below. You’re welcome to answer all 17 — the more you give us, the stronger and truer your brand becomes. Pick the ones that pull a real story out of you, and answer the way you’d actually say it out loud.

Your background

1. What did you do before real estate, and what from that job do you still use with clients?

2. Why did you get into real estate? The real version, not the bio version.

3. What's a skill or hobby you have that has nothing to do with real estate?

Your local roots

4. What's your connection to the towns you serve? Did you grow up here, move here, or come through the base?

5. Where would you take a friend who just moved here, and what would you order?

6. What's something about your area that newcomers always get wrong?

What you believe

7. What's a piece of common real estate advice you disagree with?

8. What do other agents in your market do that bothers you?

9. If you could tell every buyer or seller one thing before they start, what would it be?

Your stories

10. Describe a deal that almost fell apart and what you did to save it.

11. What's the most unusual thing you've done for a client?

12. What do past clients say about you when they refer you? Use their words if you remember them.

13. What would your closest friend say is your most annoying good quality?

Your voice and your signature

14. What's a phrase or saying you catch yourself using all the time?

15. How would you explain what you do to someone at a barbecue?

16. What do you always do at a first meeting, a showing, or a closing that clients remember?

17. Where are you most yourself: in your car, in a kitchen, on a job site, at a coffee shop, or somewhere else?

Please answer at least 8 of the questions above before continuing.

Section 14 of 16

Production Preferences

Previously answered on another form — skip this section

Which video plan are you interested in?

Standard Listing Signature Listing Agent On-Camera Retainer Not Sure Yet

Which day of the week generally works best for you?

Monday Tuesday Wednesday Thursday Friday No Preference

A general preference to help us plan around, not a booking.

Section 15 of 16

Goals & Examples

Previously answered on another form — skip this section

Share a minimum of 10 videos that represent everything you want — the music, the design, the style

Add as many as you need — at least 10 total.

Name 5 national brands whose overall look and feel you love

How do you see your brand and business growing? Year One

Year Two

Year Three

Anything else about your brand or personality we should know?

✓

Sending your intake…

Please wait while we send your responses.

1 / 10

Submissions from this form are emailed directly to Abell Visuals.