# AOS brokerage discovery worksheet

Track this opportunity in the **Brokerage Partnerships** pipeline, separate from individual agent acquisition.

## Account context

- Brokerage / team:
- Primary contact:
- Role and authority:
- Other stakeholders:
- Number of agents / offices:
- Existing AOS client relationships inside the organization:
- Introduction source:
- Opportunity owner:

## Business outcomes

1. What result is the organization trying to improve?
2. Which agent behaviors are inconsistent today?
3. Where do listings, marketing, ordering, or delivery create friction?
4. What does leadership want agents to do differently?
5. What evidence would make a pilot successful?

## Current process

- Current vendor model:
- Current ordering process:
- Current training / enablement:
- Existing preferred-vendor obligations:
- Data, security, or procurement requirements:
- Decision process:
- Decision date:

## Pilot design

- Pilot group:
- Pilot duration:
- Services / package:
- Training required:
- Internal champion:
- Success measures:
- Review date:
- Expansion decision:

## AOS stage definitions

1. **Target** — named organization and reason to engage.
2. **Introduction** — warm path or direct outreach is active.
3. **Discovery** — the right stakeholders agree to diagnose the current state.
4. **Needs Mapped** — outcomes, friction, decision process, and success measures are documented.
5. **Proposal / Pilot** — a defined recommendation or pilot is under evaluation.
6. **Won / Lost status** — use the platform status after a verified decision; do not add open stages named Won or Lost.

## Required next action

- Owner:
- Specific action:
- Due date:
- Expected result:

No brokerage opportunity leaves a review without all four fields.