STM Client Business Discovery Form

First Name *

Last Name *

Email *

Cell Phone *

Office Phone *

Birthdate *

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YYYY

Company Name *

Mailing Address *

City *

State/Province *

Zip *

Report Card

Please rate yourself 1(low) -10 (high) for the following:

Superior/Excellent Team *

Low

1

2

3

4

5

6

7

8

9

10

High

Lead Generation *

Low

1

2

3

4

5

6

7

8

9

10

High

Database Management *

Low

1

2

3

4

5

6

7

8

9

10

High

Relationship Skills *

Low

1

2

3

4

5

6

7

8

9

10

High

Follow-up System *

Low

1

2

3

4

5

6

7

8

9

10

High

Call to Action Skills *

Low

1

2

3

4

5

6

7

8

9

10

High

I'm Saving Money *

Low

1

2

3

4

5

6

7

8

9

10

High

Time Management *

Low

1

2

3

4

5

6

7

8

9

10

High

Balanced Life *

Low

1

2

3

4

5

6

7

8

9

10

High

Systems / Processes *

Low

1

2

3

4

5

6

7

8

9

10

High

Success & Challenges

What are the top 3 strengths of you and/or your business? *

What are the top 3 greatest challenges in your business right now? *

Briefly Describe Your Current Business

How many years have you been in the business? *

What is your role?

Team Leader / Rainmaker

Listing Agent

Buyer Agent

Director of Operations / Lead Admin

Transaction Coordinator

Listing Manager

Director of Sales

Inside Sales Agent

All of the Above :)

Other:

Clear selection

Do you have a team? *

If yes, list all team members and roles. *

What % of your business is from Past Client & Sphere Referrals? *

What % of your business is from Internet leads? *

What % of your business is from Expired/FSBO? *

What other source of business do you have and what % of the business is it? *

What % of your business is from "you have no earthly clue" :) *

How long have you lived in your area? *

What is the size of your past client database? *

How many people are in your sphere of influence? (Include all people you know) *

Budget

How much are you spending on marketing & advertising per month? List names and dollar amount. *

How much are you spending on office space per month? *

How much are you spending on salary/wages per month? List name, role and dollar amount. *

How much are you spending on technology? List product name, purpose and dollar amount. *

List any other major expenses and the dollar amount per month. *

Systems

Do you have a CRM? If yes, which one? *

List all systems you are using right now and the cost. *

Closings

Current # Closed Units last 12 months? *

Current $ Closed Volume last 12 months? *

Current average sales price? *

Current average commission %? *

Desired # Closed Units for next 12 months? *

Desired $ Closed Volume for next 12 months? *

Desired $ Closed Volume for next 12 months?

Your Activities

What 3 activities make you the most money? *

How much focused time do you spend doing those activities? *

What 3 things keep you from doing those activities? *

Your Schedule

# hours you work on average per week *

# hours you prefer to work per week *

# weeks vacation taken this year and last year *

# weeks vacation you'd prefer taking *

Why do you want to participate in this Mastermind & Coaching Program and why do you think you are a good candidate? *

What needs to happen personally and professionally in the next 12 months for you to rate it a 10 out of 10? Be as detailed as possible. *

What would be the impact on your life to have those things happen? What are some words that would describe how that would make you feel? *

How committed are you to being coachable and taking action? *

Not committed

1

2

3

4

5

6

7

8

9

10

I'll do whatever it takes!