Business Summary Form
Updated 11.4.22
Your Name
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First Name
Last Name
Your Email
*
example@example.com
Your Coach's Email
*
son@soldbycarin.com | jeff@soldbycarin.com | catherine@soldbycarin.com
In the Last Week:
How many contacts did you make?
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How many appointments did you set?
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How many appointments did you attend and complete?
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How many new pre-approvals did you facilitate?
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How many qualified, motivated, and active clients are you currently showing homes to?
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How many signed BBAs did you have?
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How many signed ERs did you have?
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Ex: Open House, Circle Prospecting, Push Listings, Showings, etc.
How many contracts did you write?
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How many new escrows did you add this week?
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Which clients will be your next 3 escrows?
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Provide 3 names
How many do you currently have in escrow (total)?
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If you currently have zero in escrow, how many weeks have you been stuck?
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Date of the last escrow you opened?
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Were you eligible and available for company leads?
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Yes
No
Did you fulfill your commitment from last week?
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Yes
No
Commitments from our last meeting and any tasks assigned.
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State if they're Complete (C), In-Progress (I), or Not Started (NS)
What is your current mindset on a scale of 1-10 (10 being the best)?
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Please Select
10
9
8
7
6
5
4
3
2
1
Other Items to Discuss or Notes
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Please confirm you are a real person. Trace the shape, then hit Submit.
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Submit
Should be Empty: