Next Level Realtor
Your Agent Growth Blueprint
I. About you - Click to expand/collapse
Your name
First Name
Last Name
E-mail
example@example.com
Phone Number
II. Personal Motivation - Click to expand/colapse
How long have you been working in real estate?
0-1 year
2-7 years
8-12 years
13+ years
Do you have a personal motto or philosophy that guides your work?
Outside of real estate, what hobbies or interest are you involved in?
III. Business Challenges - Click to expand/collapse
What are the biggest challenges you're facing in your business right now?
(Example: Need more buyers, Need more sellers, Need more time, Need more resources)
What solutions have you tried to address these challenges?
IV. Marketing & Lead Generation - Click to expand/collapse
In what ways are you currently marketing your real estate services?
Geo Farm/Mailers
Past Clients/Sphere
Social Media/Organic
Social Media/Paid Ads
Lead Sources (ie. Zillow, Realtor..)
Social/Business Networking
Door Knocking
Phone Calls
Content Marketing
Blog/Podcast
Open Houses
Pay-per-click ads
Text or Email Marketing
Click Funnels/Landing Pages
Web Marketing
Home Buyer/Seller Seminars
Other___________________
What are your TOP 3 sources of leads?
Do you utilize a CRM?
Yes
No
What marketing strategy do you think you should implement, but haven't yet?
(Podcasts, Networking Events, Email marketing...)
Are you leveraging A.I.?
V. Social Media & Online Presence - Click to expand/collapse
Which social media platforms are you using for business?
Instagram
Facebook
Linkedin
X
TikTok
Nextdoor
Google Business
Other
How often do you post on Social Media per week?
Have you implemented any SEO strategies for increased online exposure?
VII. Client Relationship Management - Click to expand/collapse
What's your biggest challenge in managing client relationships?
How do you collect and showcase client testimonials and reviews?
How do you generate referrals from within your network?
VIII. Business Growth & Personal Development - Click to expand/collapse
Are you working with a real estate/business coach?
What do you consider your biggest obstacle to growing your business?
(Mindset, Resources, Time, Relationships, Competition, Education, Economics, Politics)
How do you keep up with current trends, business practices and changes in laws?
What is the one aspect of your business that you'd like to improve? A skill you want to develop or area that you wanted to be more educated in?
IX. Niches & Expertise - Click to expand/collapse
What type of transaction and/or type of property do you specialize in?
(Luxury, investments, first-time buyers, distressed, Probate)
Have you obtained any certifications or designations in your area of specialty or otherwise?
What, in your opinion, sets you apart from your competition?
X. Goals - Click to expand/collapse
How many transactions did you close last year? How many transactions do you need to close to reach your goal this year?
Long term goals: What is your 5 year goal in real estate?
X. Vendor Relationships - Click to expand/collapse
Its essential to build a team of professionals around you. Who can I introduce you to?
Lender
Escrow Officer
P&C Insurance
Transaction Coordinator
CPA
Financial Advisor
Photographer
Videographer
Social Media Manager
Website Desinger
Printer/Sign Company
Stager
Inspector
Contractors
Handyman
SEO Manager
Cleaning/Junk Removal
1031 Exchange
Landscaping
Plumber
Electrician
Architect
Real Estate Attorney
Probate/Trust Attorney
Family Law Attorney
Small Claims Attorney
Home Warranty
Other
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