Meeting Prep Questionnaire: Understanding Your Goals and Needs
Thank you for taking the time to complete this form. Your responses will help us better understand your goals, challenges, and what you're looking for in a brokerage. We’re excited to learn more about how we can support your success in real estate!
Name
*
First Name
Last Name
Email
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
What is your current real estate licensing status?
*
Active: Currently with a Broker
Inactive: Previously with a Broker
Inactive: Newly Licensed, Not Yet with a Broker
Not Yet Licensed: Currently Enrolled in Classes
Not Yet Licensed: Not Enrolled in Classes
For Existing Agents
Real Estate License Number
*
How long have you been in real estate?
*
0 to 1 Year
1 to 2 Years
2 to 4 Years
4+ Years
On a scale of 1-10 (10 being best), how happy are you with your business right now?
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Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Name one thing that you feel is working really well in your business right now.
*
What are the top three things you are looking for in a broker?
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What are your primary business goals for the next year?
*
What do you feel is the #1 most important area of your business that you’d like to improve in the next 30 to 90 days?
*
How would you describe the level of support you receive at your current brokerage?
*
If you're not currently with a brokerage, please share any relevant experiences from your past brokerages.
What kind of training or coaching do you feel would help you reach your goals faster?
*
What are your preferred marketing and lead generation strategies?
*
(e.g., online leads, social media marketing, referrals, etc.)
If you could change one thing about your current brokerage, what would it be?
*
For New Agents or Those Not Yet Licensed:
What interests or passions led you to consider a career in real estate?
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How familiar are you with the day-to-day responsibilities of a real estate agent, and what aspects do you find most appealing?
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When do you plan to complete your real estate licensing requirements?
*
What are your goals for your first and second year in real estate, in terms of income, experience, and personal development?
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Do you envision real estate as your primary source of income, or will you have another source while you establish yourself?
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In what areas do you feel you’d benefit most from mentorship and training during your first year as an agent?
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What specific qualities do you think are important in a brokerage to help you succeed in real estate?
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How do you prefer to learn new skills or acquire new knowledge—through hands-on experience, formal training, or a mix of both?
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What areas of real estate (e.g., residential, commercial, investment properties) are you most interested in exploring and why?
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As a new agent, what do you think will be the biggest challenges you’ll face, and what support would you value most from your brokerage?
*
Is there anything else you would like us to know?
*
Feel free to share any additional thoughts or details that would help us understand your goals and how we can best support you.
Schedule a 30-Minute ZOOM Meeting
Thank you for considering Team Price Real Estate! In this 30-minute conversation over ZOOM, we’ll discuss your goals, our data-driven approach, and the mentorship and support we offer for your success. Choose a time that works best for you – I'm excited to connect!
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