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Real Estate Coaching Client Questionnaire
Today's Date
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Month
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Day
Year
Date
Client Information
Full Name
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First Name
Last Name
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email
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example@example.com
Location
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Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Service Areas (e.g., specific neighborhoods, cities, or counties you serve)
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Coaching Plan
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Elite +
Core+
Time Zone
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Central Standard Time
Eastern Standard Time
Mountain Standard Time
Pacific Standard Time
Alaska Standard Time
To help us tailor your coaching experience, please let us know your current status in the real estate industry:
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I am part of a team.
I am an individual agent.
Personal Goals and Vision
What do you want to achieve personally?
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By when do you aim to achieve this?
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Why is this important to you and your family?
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What is your vision for your business in 2025 and beyond?
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Are you willing to move outside of your comfort zone to achieve your goals? If so, how?
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Business Insights
How long have you been in real estate?
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What is the hardest challenge you face in your business currently?
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What is your greatest accomplishment in real estate to date?
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What is one thing that, if changed, would improve your business immediately?
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Self-Assessment and Accountability
What do you see as your greatest strength and weakness in this business?
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How would you rate yourself on leadership skills (1-10)?
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Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
How comfortable are you holding your team accountable for their goals?
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Market Insights
Who are the dominant agents in your market, and how long have they been there? What did they do to get there?
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Are there any insights about these agents that are not available on the MLS based on relationships you've built?
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Yes
No
Not Sure
Are they partnering with builders or platforms like Zillow or Realtor.com?
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Yes
No
Not Sure
Are they on their way out, or are they still on the rise? Can you buy their business?
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Do you belong to a BNI (Business Network International) group?
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Yes
No
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Next
Team Structure (if applicable)
Are you building a team? If yes, please describe your team structure (splits, roles, etc.).
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How many selling team members do you have? How many administrative staff?
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Who is the top-producing agent on your team?
Is there anything I should know about any of your team members?
Do you have an assistant or support staff that I should know about?
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Yes
No
Systems and Tools
What CRM are you currently using?
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Do you have systems in place to track production (personal and team)? If yes, please describe them.
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Do you track expenses and lead sources? If so, what are they?
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Financial Overview
What is your current Year-To-Date (YTD) production?
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Number of units currently active:
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Number of units currently pending:
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GCI of active units:
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GCI of pending units:
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Number of units sold YTD:
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Volume of pending units:
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GCI of sold units:
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Volume of sold units:
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Are you currently profitable?
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Yes
No
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Next
Reflection and Future Planning
What did you learn about yourself over the past year in real estate?
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What will you stop doing this year that no longer serves your goals?
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What will you start doing this year to enhance your business performance?
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What can you do today to take the first step toward making 2025 your best year yet?
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Have you completed a Business Plan for 2025? If so, please send me a copy.
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Have you completed a Marketing Plan? If so, please send me a copy.
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Coaching Expectations
What are your expectations from our coaching relationship?
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What is the first thing you want our coaching to focus on?
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What are the top three areas we need to work on right away?
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What level of accountability do you need from me as your coach?
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What do you expect me as your coach to do if you get behind on your goals?
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FINAL THOUGHTS
Is there anything else I should know about you or your business that we haven't covered yet?
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What is one question that you're hoping I do not ask during our coaching sessions?
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