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21
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1
First Name
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2
Last Name
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3
Email
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example@example.com
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4
Phone Number
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5
How effectively are you marketing your database now?
Self Evaluation
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Self Evaluation
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6
Which industry do you work in?
Real Estate
Mortgage
Title
Insurances
Other
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7
Which of these is important right now?
Generating more referrals
Converting more of my leads
Attraction and recruiting the right people
Other
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8
How many people are you looking to recruit in the next year?
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9
Which tools do you currently use?
Gmail
Outlook
Follow Up Boss
kvCore
Lofty
Cinc
BoldTrail
Top Producer
Wise Agent
BrokerMint
Realvolve
Monday
HighLevel
Close
Zoho
MailChimp
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10
What's your job title?
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11
How long have you been doing this type of work?
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12
How many leads do you generate in an average month?
Less than 10
10 to 20
20 to 50
50 to 100
More than 100
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13
What are your lead sources?
Personal website
Cold Calling
Open Houses
Doorknocking
Portals (Zillow, Realtor, Homes, etc)
PPC via Google or Meta
Networking
Referrals from Past Clients and SOI
Organic Social Media
Other
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14
How quickly do you follow-up with new leads?
Immediately
During business hours
It depends on the source
Other
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15
How long do you continue to follow-up?
For a few days
For a few weeks
One and done
Follow up? What's that? 🤣
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16
This year, I am committed to
Growing my business
Recovering from a down year
Adding more team members
Getting my database in shape– finally!
Other
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17
My competition is:
Very savvy. These folks know their stuff.
Grinding along. They're there, but not really on my level.
Non-existant.
Fierce. It's a dog-eat-dog world, baby.
Other
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18
Right now, it's most important that I focus on:
Dealing with change
Making new sales
Protecting what I've achieved
Other
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19
My communication style is:
Professional at all times
Fun and friendly
Direct and to the point
A little wacky
Other
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20
In business, I present myself:
As I am (love me or leave me)
With my best foot forward (slightly more polished than reality)
As the consummate professional I am (or strive to be)
I'm a hot mess (help me please!)
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21
My customers will tell you:
I'll bend over backwards to do things their way
I'll meet them in the middle
It's my way or the highway– I know what I'm doing
Other
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