Discovery Meeting Questionnaire

1
Who's filling out this form?* This field is required.Hi, who are you?
First Name
Last Name
2
What's your email address?* This field is required.
example@example.com
3
What's the best number to reach you by?* This field is required.
Please enter a valid phone number.
4
When is your birthday?We love things to celebrate!
Date
Month
Day
Year
5
What's the best mailing address for you?We are fans of snail mail and would love to know where we can send a letter to you from time to time!
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
6
Which of our specialties are you most interested in?When partnering with you, where will we make the biggest impact on your business?
Business Planning
Transaction Management
Project Implementation
Reimagining the Client Experience
Ongoing Administrative Support
Other
7
How many transactions did you or your team close last year?* This field is required.(Units and Volume)
8
What are your transaction and GCI goals for this year?(Units and Volume)
9
Are you currently on track to accomplish these goals?
YESNO
10
What is your average sale price?
11
What originally inspired you to start your career in real estate?
Huge
Large
Normal
Small
Ok
Ok
12
What are you currently doing that you love?These are things that give you energy, light you up, and make you feel most excited about being in this industry.
Huge
Large
Normal
Small
Ok
Ok
13
What is your superpower?This is that one trait or thing you feel, know, or believe you're best at and have a unique talent for - people around you notice it both in your personal and professional life.
Huge
Large
Normal
Small
Ok
Ok
14
What are you currently doing that you can't stand/tend to avoid or put off for as long as possible?These are things that weigh you down, drain you, take up too much time, and/or things you'd love to get off your plate as soon as possible.
Huge
Large
Normal
Small
Ok
Ok
15
What are three to five of the biggest pain points in your business that you are hoping I can solve/address?These are things you've consistently wanted to do, implement, or act on to grow your business or streamline it but continually can't find the time or energy.
Huge
Large
Normal
Small
Ok
Ok
16
What do you envision your business looking like one year from now?Whether it's new systems or technology in place, adding support or more agents to what you're building, better balance between work and life, etc. Feel free to be as detailed as you'd like!
Huge
Large
Normal
Small
Ok
Ok
17
What investment level feels aligned with what you're looking to accomplish?* This field is required.Most Elevate Group partnerships range from $2,500 for focused project work to $15,000+ for comprehensive multi-month engagements.
Under $2,500
$2,500 - $5,000 (Single Focused Project) Examples: Database marketing template creation, newsletter system setup, CRM cleanup and organization, client portal development, consultation presentation redesign
$5,000 - $10,000 (Multi-Project or 2-3 Month Partnership) Examples: Client experience roadmap development + database optimization, listing process systemization + marketing automation, operations manual creation + training program development
$10,000 - $15,000 (Comprehensive 3-6 Month Partnership) Examples: Complete CRM implementation with custom workflows and automations, hiring process management + training system development + onboarding support, full business operations audit with multi-phase implementation
$15,000+ (Extensive Partnership or Team Implementation) Examples: Annual retained support for brokerage operations, complete team expansion strategy with hiring and systems integration, comprehensive business transformation with ongoing support
I need to discuss budget after learning more about my specific scope
18
Where does the majority of your business come from?Referrals, SOI, Client Events, Relocation, etc.
19
Do you use a CRM system?
YESNO
20
Which system do you use?
21
On a scale of 1 to 10, where do you think your client experience falls (from the initial contact to close) ?10 is the absolute best, you wouldn't change a thing.
22
What would need to happen for it to be a 10?
Huge
Large
Normal
Small
Ok
Ok
23
Do you currently use a transaction management service?
YESNO
24
Please share anything you wish they did differently and/or better below:
Huge
Large
Normal
Small
Ok
Ok
25
Do you or have you used another project-based or support service in the past?Contracted marketing service, coaching, event planning service, any non-employee based support.
YESNO
26
Please share what it was for and anything you wish had gone differently about that collaboration. If you're currently working with this person, what is going well and what do you feel could be improved upon?
Huge
Large
Normal
Small
Ok
Ok
27
Have you taken any professional personality assessments?DISC, Working Genius, Enneagram, Meyers-Briggs, etc.
YESNO
28
Please share any information you can about your type or personality.Are you a High D and I? Are your working geniuses wonder and tenacity? Are you a 7? Etc.
Huge
Large
Normal
Small
Ok
Ok
29
How did you hear about us?We love to say thank you so please share if anyone in particular sent you our way!
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