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REFM Private Coaching Prospect Intake Form
Name, Company, Title, and Phone
How did you first hear about REFM?
Search engine search
Referred by a friend/peer/colleague/contact
Bucky reached out to me personally
Bruce reached out to me personally
Through your blog
Through an online ad
Through a Bisnow newsletter ad
What are your expectations for REFM Coaching?
What is your overall goal of being coached?
learn new skills and knowledge
sharpen old skills
both of the above
prepare for job interviews
I want you to guide me on how to model a specific transaction I have, but I want to do the work
When you have completed the Coaching, if everything were to have gone perfectly, what specific items would you have learned, and what would you walk away with in terms of Excel files and contents of those files?
Did you grow up learning about the real estate business from your family?
What is your highest level of formal education?
Masters (non-real estate)
Masters in Real Estate
At which school did you study at this highest level?
Have you ever taken an Excel modeling or a computer programming course? (which one?/in what?)
For how long have you been working in the professional world?
For how long have you been working in the commercial real estate business in particular?
For how many years have you been using Excel?
On a scale of 1 to 5, where 1 is pure beginner and 5 is us at REFM, how would you rank yourself in terms of Excel skills as they relate specifically to real estate analysis?
Please email me an unlocked version of the most advanced model that you have personally built so we can assess your skills
Are you willing to take our Level 1 and Level 2 assessment tests online so we can see where you are strong and where you are weak?
Who will be paying for the coaching service?
What technical skills are you interested in learning?
Level 1 Bootcamp skills -
Level 2 Bootcamp skills -
Level 3 Bootcamp skills -
On which property type or types are you interested in being coached?
no type in particular
apartment (for-rent multifamily)
condominium (for-sale multifamily)
land for sale to single family home builders
single family homes
What is/are the nature of the real estate transaction(s) on which you would like to be coached?
acquisition of an existing stabilized property
raising a multiple-transaction fund
Do you have your own Excel model already built that you would like us to teach you? Or would you like us to use our own teaching materials?
Yes, I want you to use my model as the teaching material
No, I want you to provide the teaching materials
By what date would you like the Coaching sessions to be complete?
A copy of your responses will be emailed to the address you provided.
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