C3 Assessment Form
Company Name
Your Company's Name
Email Address
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example@example.com
What is your annual GCI average for the past 12 months?($)
This is not a required field
MSA Development
This is the geographic area and property type you focus on, aka, the market you serve.
I have selected my MSA (geography and specialty).
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have researched my MSA to confirm it’s a good market.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have completed a MSA study and summary (documented my market and size)
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I am building relationships with city officials,developers and influencers in my MSA.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I stay current with important developments and news within my MSA.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
MSA Dev
MSA Dev Color
MSA Dev Description
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Database
Properties and Contacts
I have organized my database and added at least 160 contacts.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have a current version of my database each day to work from.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I update my database daily, to maintain an accurate list of contacts and communication.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I add at least 10 contacts to my database each week.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I revisit all of the contacts in my database at least once per month (phone, email or in person).
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Database
Database Color
Database Description
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Breaking it Down to the Ridiculous™
I spend two hours a day calling my database.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I track my calls, assignments, and meetings eachday.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I know my numbers: deals closed and Gross Commission Income.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have set income goals, keep them somewhere visible and review them often.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I am using scripts to improve my efficiency and skills when cold calling.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
BIDTR
BIDTR Color
BIDTR Description
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Daily Discipline
I have consistently executed my marketing plan for the week, month and year.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I am working half days (ex: 6 am - 6pm or 9 am -9 pm) at least five days a week.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I plan each day the night before.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I track my daily disciplines (cold calls,presentations, etc.) daily.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Over the past 12 months my ratio of cold calls to presentations and meetings has improved.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Discipline
Discipline Color
Discipline Description
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Personal Development
I read or listen to something instructional that will help me develop my skills every day for at least 30 minutes.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I review my major goals every day.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I review what I am grateful for daily.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I am constantly improving my professional strengths and weaknesses.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
PD
PD Color
PD Description
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PERSONAL BRANDING
I have established market dominance in my MSA.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have received a letter of recommendation from every client.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I actively receive referrals from past clients.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have created listing presentation materials I am proud to share with clients and prospects.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
I have defined my personal brand and purpose for building my business.
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
PB
PB Color
PB Description
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Doing Deals
Are you living off less than what you are making?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Do you have a 6-month personal budget in reserves?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Are you up to date on paying your quarterly taxes?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Are you averaging at least two closed deals a month?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
How true is this statement: 95 percent or more of your commission owed has been paid for or is less than 30 days receivable?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
DD
DD Color
DD Description
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Managing Your Pipeline
Are you scheduling four tours a week or more?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Do you update your pipeline every week?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Do you have 10 or more listings?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Do you have at least two deals out for signature?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
Do you have at least $50,000 of probable revenue in your pipeline?
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Rate yourself on the following on a scale of 1-5, 1 being the least true and 5 being the most true.
MYP
MYP Color
MYP Description
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Rate the priority of each process for your brokerage business
Very important
Somewhat important
Not a priority
MSA Development
Your Database
Breaking it down to the ridiculous
Daily Discipline
Personal Development
Personal Branding
Doing Deals
Managing Your Pipeline
Do you want more?
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