Name
Phone
Email
Address
Preferred Name/NickName
Date of Birth
Current Company
Years Licensed
Market Area Served
Total Transactions Closed
Listings Taken
Buyers Closed
Total Volume ($)
Gross Commission Income (GCI)
Average Sales Price
Average Days on Market (listings)
Current Pending Deals
12-Month Transaction Goal:
12-Month Volume Goal ($):
12-Month GCI Goal ($):
Personal Lifestyle Goal (vacation, debt-free, etc.):
Why these numbers matter to you & your family:
Biggest Roadblocks Right Now
Inconsistent lead flow
Low Listing Inventory
Time Management
Discipline
Negotiation
Marketing Clarity
Team Building
Mindset or Confidence
Social Media
Biggest Roadblocks Right Now
Top 3 current lead sources:
% of business that is referral-based:
Primary social platforms used:
facebook
instagram
linkedin
snapchat
TikTok
Primary social platforms used:
Monthly marketing spend: $
CRM in use & comfort level (1-10):
1
2
3
4
5
6
7
8
9
10
Scale of 1-10 rate your CRM
1
2
3
4
5
6
7
8
9
10
Email Marketing
Yes
no
trying
want to
Dont know where to start
Email Marketing
Video / Social Content
I post 3X a day
I post once a day
I post once a week
I dont post
Video / Social Content
List what you see as your unfair advantages.
Books/Podcasts that shape you:
Morning routine (brief):
Fitness/Health habits:
Stress outlets:
Accountability Preferences
Direct & Tough
Encouraging & Collaborative
Preferred cadence for check-ins:
Weekly
bi-weekly
monthly
Preferred communication channel:
Text
Email
Phone
Zoom
Anything Else We Should Know?
DISC Profile - Complete and turn in
I will
I have One and Will Send It
CLICK HERE: I’m coachable, hungry, and ready to execute. I understand that results hinge on my discipline and action.