Best Year Yet Agent Intake Questionnaire
Completing the form is not compulsory but it will help you and I better understand your circumstances and will help me create a specialised Master Plan for you so you can have your BEST YEAR YET in 2022.
Email *
Name *
Phone number *
What is the name of your current company? *
Are you an Intern or Full-Status *
What is your current Commission Split? *
Are you paying any monthly fees at your company? *
How many years of experience do you have? *
What major challenges are preventing you from reaching your goal? *
What were your major accomplishments for 2021? *
What was your target for 2021? *
Have you reached your target or are you on track to reach your target? *
How many sales have you made this year? *
How many open listings have you won? *
How many Exclusive Listings have you won? *
What is your average commission percentage? *
How many leads are you getting from Private Property and Property 24 every month? *
Are you using Social Media to find new leads consistently? *
Are you a full-time or part-time agent? *
Are you using cold calling to generate new leads? *
Has the POPI Act made lead generation more difficult for you? *
Are you using a CRM to keep in constant contact with your past, current and future clients? *
What's working the best for you in your current marketing efforts? *
What do you believe is the best marketing strategy that will work for you in 2022? Why? *
What was your total marketing cost for 2021? *
Where is most of your time being spent on your business? *
Which lead generation approach are you most interested in for 2022? *
What worked well for you this year? *
What did not work well for you this year? *
What got you started in Real Estate? *
With the time you do have to work on the business, how focused are you? *
Do you have monthly recurring revenue coming into your business? If yes, how much? Put 0 if none. *
How much are you spending monthly to generate new leads? *
Is there anything else you would like to learn or try that will help shape 2022 to be your Best Year Yet? *
Do you see the need and do you have a budget to hire a Full-Time Assistant so you can focus on selling? *
Do you see the need and do you have a budget to hire a Virtual Assistant so you can focus on selling? *
From the scale of 1-5, 5 being the highest, how happy are you with your current company? *
From the scale of 1-5, 5 being the highest, how committed and productive are you in your business? *
Are you interested in using and maximizing a CRM (Customer Relationship Management) *
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