Free Real Estate Business Assessment CONTACT INFO We will reach out to set up a call using the information provided.
ABOUT YOUR BUSINESS - Written Answers Please answer with as much detail as possible.
GOALS - What other Goals do you have in Business & in Life?
MISSION/VISION – What's your reason for doing Real Estate? What's your Driving Force?
PASSION – What do you love about Real Estate?
ADVANTAGE - What sets you apart from other agents? What are your strenghts?
DISADVANTAGE - What is holding you back ? What are you lacking?
NICHE - Who are your ideal clients? What is your target client base, audience, niche or avatar?
MARKET - What is your target market, area or territory?
SOURCES - What percentage (%) of deals does your business come from various sources ... and please be specific? (repeat client, referrals, door knocking, cold calling, social media, farming, strategic alliances, etc.)
OTHER DETAILS - Please describe your current business in detail. What else should be known?
GROWTH - Where do you want to grow?
CHANGE - What do you want to change?
ABOUT YOUR BUSINESS - Linear Scale (1-10) Choose from the dropdown with 1 being poor or non existent and 10 being perfect...
The #7 is not avaialble since some may choose this to avoid being critical and play it "safe".
Overall, how would you rate your real estate business?
- Select - 1 2 3 4 5 6 8 9 10
How is your lead generation? Steady Streams? High Quality? Low Cost?
- Select - 1 2 3 4 5 6 8 9 10
How is your lead conversion to appointments (discussion for rep agreements)? Low? High?
- Select - 1 2 3 4 5 6 8 9 10
How is your lead follow up? Do you try more than 5 times to contact? Do you have drip campaign strategies?
- Select - 1 2 3 4 5 6 8 9 10
Scheduling & Planning? Do you use your calendar for everything? Detailed plans for every day, week, month, quarter, year, etc.?
- Select - 1 2 3 4 5 6 8 9 10
Goals and Business Plans? Do you have a business plan written out? Is it reviewed daily/monthly?
- Select - 1 2 3 4 5 6 8 9 10
CRM Utilization? Automations? Client details and notes for every encounter?
- Select - 1 2 3 4 5 6 8 9 10
Client Touches? Do you make at least 25 to 36 touches a year? Events, texts, calls, cards, DMs, etc.
- Select - 1 2 3 4 5 6 8 9 10
Systems and Checklist usage?
- Select - 1 2 3 4 5 6 8 9 10
Leverage? Team members or programs that save you time and money? Outsourcing?
- Select - 1 2 3 4 5 6 8 9 10
Social Media Usage? Facebook, Instagram, TikTok, Twitter (X), YouTube, etc.
- Select - 1 2 3 4 5 6 8 9 10
Strength of Referral System? Agents, Alliances, Clients?
- Select - 1 2 3 4 5 6 8 9 10
Strength of Buyer Presentation?
- Select - 1 2 3 4 5 6 8 9 10
Strength of Seller Presentation?
- Select - 1 2 3 4 5 6 8 9 10
Strength of Commission & Pricing Presentations? Details of your value or multiple choices?
- Select - 1 2 3 4 5 6 8 9 10
Do you have an amazing Pre-List, Pre-Buy and Post-Close process to WOW your clients?
- Select - 1 2 3 4 5 6 8 9 10
Branding and Marketing? Is it unique and stands out? Visually appealing? Not cliche like a house or key logo? Do you have at least 5 consistant marketing strategies? Mobile Optimized? Website & SEO?
- Select - 1 2 3 4 5 6 8 9 10
Personal Development? Educational Seminars? Reading?
- Select - 1 2 3 4 5 6 8 9 10
Video Usage? At least one video per month? Video messages to clients?
- Select - 1 2 3 4 5 6 8 9 10
Handling objections, stalls or conditions?
- Select - 1 2 3 4 5 6 8 9 10
Negotiation and Closing skills?
- Select - 1 2 3 4 5 6 8 9 10
Focus and Productivity? Are you distracted ever? Do you try to Multi Task (not possible btw)?
- Select - 1 2 3 4 5 6 8 9 10
Reviews and Testimonials? Do you have at least 25 glowing reviews? Do you have a Google Business Profile?
- Select - 1 2 3 4 5 6 8 9 10
How's your market knowledge? Both local and National? Do you research daily?
- Select - 1 2 3 4 5 6 8 9 10
Work Life Balance? Are you working more than 40 hours per week? How much time do you get with family and friends?
- Select - 1 2 3 4 5 6 8 9 10
Leadership and team building skills? If you have a team.
- Select - 1 2 3 4 5 6 8 9 10
Recruiting skills? (If you have or are building a team)
- Select - 1 2 3 4 5 6 8 9 10
Business management and structure? (If you have or are building a team)
- Select - 1 2 3 4 5 6 8 9 10
Hiring and firing? (If you have or are building a team)
- Select - 1 2 3 4 5 6 8 9 10
MORE - Anything else you would like to add?
Submit Form
