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Needs Assessment
Please complete the following fields, so we can get a better understanding of your current real estate operations.
Agent Name *
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Company Name *
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Best Email Address *
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Best Phone Number *
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Website Link *
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I am interested in a consultation for the following services: *
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The task(s) that consume a large segment of my day are? *
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I spend ____ hours a day on administrative tasks *
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I would assign the following tasks or projects to an assistant: *
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I spend ____ hours a day on lead generation *
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Do you currently have a coach, if so what program do you use? *
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What lead generating website do you currently use? *
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What CRM system do you have in place now? *
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Do you use an electronic signature/transaction management system like dotloop or docusign. If yes, which one? *
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List times (hour and date) between 8 a.m. and 4 p.m. EST (Atlanta) that you are available to review the assessment results with our team. *
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