Elevate Discovery Meeting

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
What's the best mailing address for you?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
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American Samoa
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Netherlands
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Other
Country
5
When would you ideally like to meet?* This field is required.Please keep in mind our appointment will not be confirmed until we reach out to you via phone or email to confirm. You will hear from us within one business day of submitting this form.
6
How did you hear about us?* This field is required.
Please Select
Please Select
Word of Mouth
Google
Past Colleague
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 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
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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
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Small
Ok
Ok
16
Where does the majority of your business come from?Referrals, SOI, Client Events, Relocation, etc.
17
Do you use a CRM system?
YESNO
18
Which system do you use?
19
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.
20
What would need to happen for it to be a 10?
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Large
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Ok
Ok
21
Do you currently use a transaction management service?
YESNO
22
Please share anything you wish they did differently and/or better below:
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Small
Ok
Ok
Should be Empty: