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RealCoach AI
Create An Action Plan With Ease.
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1
Name
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First Name
Last Name
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2
Email
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example@example.com
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3
Which Best Describes You?
I need money asap
I am new to real estate and am looking to get started
I would like to keep my business consistent to where it is now
I am doing well just looking to expand my business
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4
What is the most amount of money you have ever earned in a single year?
Does not have to be exact, just a rough guess
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5
How much income did you earn last year?
Does not have to be exact, just a rough guess
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6
Was best describes that level of income?
Perfect, allows me to live the lifestyle I want
Okay, but I'd like to earn more
No where near enough, I have to earn more to cover my bills
Honestly, more than I needed, I could make less and be okay
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7
What is the income that would allow you to live the lifestyle you want to live?
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8
How much additional income do you need?
*
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9
Which best describes your desire to grow your business
I want to increase my income
I want to do more deals (volume)
I want to add in a new lane to my business
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10
If you don't earn this extra level of income, which best describes your situation?
I'd be fine
I won't be able to eat
I won't be able to pay some of my bills
I won't be able to do certain things like vacation etc
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11
If you will be fine with or without the additional income, your "why" is not strong enough. Typically, this means you won't get there. Do you have a reason you are committed to for growing your business?
YES
NO
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12
We think the best course of action then is to build a plan to keep your business consistent to where it is now, do you agree?
YES
NO
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13
What is your reason for the additional income?
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14
What is the biggest need for the cash?
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We get it, the pressure is on. You need some cash asap. But understanding what the cash will be used for will help to create the plan
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15
How much extra cash do you need in the next 30 days?
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Not your regular bills, just the amount of additional cash you need on top of your bills
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16
How much are your current bills beyond the extra you need?
*
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Doesn't have to be exact, just best estimate
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17
This is the total income needed over the next 30 days
*
This field is required.
This is an auto calculated field. Do not edit just click next!
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18
What was your total income from real estate last year?
Doesn't have to be exact
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19
Do you have any pending contracts?
*
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YES
NO
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20
Total $ volume of pending sales
$350k listing + $500k sale= $850k below
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21
Pending calc
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22
Enter Your Average Deal Commission (company average is $9500):
*
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If you're brand new use the company average
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23
How many deals have you done this year already?
Excluding the pending's from above
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24
This is the number of transactions you will need to earn to hit the income goal
Auto-calculated field
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25
This is the total amount of income still needed this year to earn the same amount as last year
This is an auto-calculated field
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26
This is the total number of deals needed to hit the remaining income needed to match last year.
this is an auto-calculated field
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27
This is the total number of deals needed over the next 30 days
*
This field is required.
This is an auto calculated field. Do not edit. Just click next below.
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28
Select Your Conversion Rate % (How many appointments will turn into deals?):
*
This field is required.
Company Average is 80%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
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29
This is the number of appointments you will need to hit earn that income
Auto-calculated
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30
This is the number of conversations (w/ prospects) you will need to have PER WEEK to hit that number of appointments
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31
This is the total number of appointments needed to earn the remaining income goal
Auto-Calculated Field
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32
This is the number of conversations ( leads/prospect attempts) needed to hit that appointment amount
Auto calculated field
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33
This is the number of appointments needed over the next 30 days
*
This field is required.
This is an auto calculated field. Do not edit, just click next below.
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34
This is the number of appointments we need PER WEEK for the next 4 weeks
*
This field is required.
This is an auto calculated field. Do not edit, just click next below.
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35
This is the number of NEW CONTACTS(PROSPECTS) I need to contact per week to hit appointment goal
THIS IS AN AUTO CALCULATED FIELD. JUST HIT NEXT BELOW
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36
Select Your Agent Experience
New Agent=0-4 deals over LTM Experienced Agent- 5+ deals over LTM
New Agent
Experienced Agent
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37
Deal Sources From Last 12 Months
Where did your deals come from this past year? Select all that apply
Closed A Deal From...
Past Clients
Row 0, Column 0
Referrals from past clients
Row 1, Column 0
Sphere Of Influence
Row 2, Column 0
Referrals from Sphere
Row 3, Column 0
Referrals from another agent
Row 4, Column 0
Geographical Farm
Row 5, Column 0
Open House
Row 6, Column 0
Company generated leads
Row 7, Column 0
Other
Row 8, Column 0
Past Clients
Referrals from past clients
Sphere Of Influence
Referrals from Sphere
Referrals from another agent
Geographical Farm
Open House
Company generated leads
Other
Closed A Deal From...
Row 0, Column 0
Closed A Deal From...
Row 1, Column 0
Closed A Deal From...
Row 2, Column 0
Closed A Deal From...
Row 3, Column 0
Closed A Deal From...
Row 4, Column 0
Closed A Deal From...
Row 5, Column 0
Closed A Deal From...
Row 6, Column 0
Closed A Deal From...
Row 7, Column 0
Closed A Deal From...
Row 8, Column 0
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38
Past client calc
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39
Past client referral calc
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40
SOI calc
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41
SOI referral calc
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42
agent referral calc
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43
farm calc
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44
Open House calc
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45
company lead calc
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46
other lead calc
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47
This past year, how many deals did you do with past clients?
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48
This past year, how many deals did you do that were past client referrals?
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49
This past year, how many deals did you do from your S.O.I.?
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50
This past year, how many deals did your SOI refer you?
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51
This past year, how many deals did you do that were other agent referrals?
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52
This past year, how many deals did you do from your geographical farm?
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53
This past year, how many deals did you do from open houses?
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54
This past year, how many deals did you do from company generated leads?
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55
This past year, how many deals did you do from other lead sources?
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56
Your total # of deals this past year was:
This is an auto calculated field. Do not edit.
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57
How long have you lived in the area that you plan to sell in?
*
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Less than 2 years
3-5 years
6+ years
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58
Do you have a big sphere?
*
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Sphere= strong close network of people you can talk to about real estate
Yes
No
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59
Are you willing to cold call?
*
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YES
NO
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60
Are you willing to text people?
*
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YES
NO
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61
Do you have a large social media presence?
YES
NO
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62
Are you willing to join groups on social and spend hours each day on the platform sending messages, posting and starting conversations?
YES
NO
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63
Select the lane below that most excites you:
I know there may be more than one, but we need one to focus on for the next quarter
For Sale By Owners
Expired Listings
My Sphere of Influence
Social Media
Probate
Helping Divorcing Couples
Absentee Owners
Pre-foreclosure
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Should be Empty:
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