Welcome Aboard Questionnaire

Welcome Aboard Questionnaire

Please fill out the form below for your campaign. If desired, you can save your progress and continue later by pressing the "Save" button at the bottom, then "Skip Create an Account". When the form is completely filled out and ready to send, press "Submit". Thank you, and welcome aboard!
Your "From" name to be displayed in the recipients' email inbox:
ex: "Downtown Realty Co." or "Susan Jones".
Your full name, as it should read on your signature line of your email and postcard:

First NameLast Name
Your title as you want it to read on your signature line:
ex: "Realtor"
Business name / Brokerage name:
Office Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Office Phone:
Format: (000) 000-0000.
Cell Phone:
Format: (000) 000-0000.
E-mail
Website Info
Website URL:
Facebook Link:
Instagram Link:
LinkedIn Link:
Other Social Media Links:
Please list one per line.
Your Logo File #1:

(.PNG or .JPG File, but .PNG transparency is preferred.)
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Your Logo File #2:

(.PNG or .JPG File, but .PNG transparency is preferred.)
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Headshot #1 - for your email signature:

(.PNG or .JPG File)
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Headshot #2 - for your email signature:

(.PNG or .JPG File)
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Please enter your "Bio" or "About You" info:
Do you have a slogan?
What is your slogan?
Do you have a mission statement?
What is your mission statement?
Your company colors for email & postcard branding:
Please use hexadecimal if possible.
Do you have your contacts downloaded and ready to send?
Your list of contacts #1

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Your list of contacts #2 (if needed)

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Your "Top 50" list of contacts

Please upload your "Top 50" list of contacts for postcard mailing.
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Logins and passwords to contact sources:
Please enter one login username and password per line. This form is encrypted and your info will not be shared.
To better prepare for our interview please answer the following questions:
1). How long have you been a real estate agent?
2). What did you do prior to real estate?
3). What did you want to be when you grew up?
4). What do you enjoy the most about being a real estate agent?
5). When you are not working what do you enjoy doing?
6). What are some of your favorite motivational quotes?
7). Do you have any mentors that you follow, and if so whom?
8). Do you have any pets? If so, what kind?
9). What are your top vacation destinations?
10). What are your favorite holidays?
11). What are your favorite movies?
12). What are your favorite local places / restaurants?
Your favorite places in your community, such as parks, coffee shops, or restaurants. If a business, it should be locally owned, ex: "Sue's Coffee Shoppe" rather than "Starbucks".
13). What are your favorite books?
14). Favorite sports? If so, which teams?
15). Are there any charitable or community organizations to which you belong, support or contribute?
16). Is there anything you like us to ask you during the interview?
Thank you!

To save your progress and continue later, press the "Save" button, then "Skip Create an Account". You do not have to sign up or create an account.

Once the form is completely filled out, press "Submit" below. You will be redirected to our Calendly page, where you can choose a date and time for your Zoom interview with Yvonne.
Should be Empty:

Welcome Aboard Questionnaire

Website Info

To better prepare for our interview please answer the following questions:

Thank you!