Intake Form - CEO Consulting with Matt Miale
This form helps us understand your business, challenges, and goals so we can make your coaching experience highly focused, strategic, and results-driven from Day 1.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business / Team Name
Primary Market(s) You Serve
How long have you been in real estate?
Less than 1 year
1-3 years
4-7 years
8-12 years
13+ years
2025 Production (or last 12 months)
Units Closed, Volume, & GCI (optional but encouraged)
Current Business Structure
Solo Agent
Team (2-5 agents)
Team (6-15 agents)
Team (16+ agents)
Do you currently have support staff?
None
Transaction Coordinator
Operations / Admin
Marketing
Full Operations Team
Virtual Assistant
Other
Are you the primary producer?
Yes
No
Somewhat
What challenges are you currently facing in your team or leadership?
Where do you feel your team is getting stuck?
Lead generation
Conversion
Accountability
Culture
Systems / Operations
Recruiting
Retention
Time Management
Other
What do you want your business to look like 6 months from now?
What would make this coaching investment a “win” for you?
What are your top 3 goals for the next 6 months?
What have you already tried to grow your business?
Where do you feel the most stuck right now?
What’s currently holding you back the most?
Lack of clarity
Lack of time
Lack of accountability
Systems not working
Team issues
Mindset / Confidence
Burnout
Other
What’s the biggest decision you’ve been avoiding?
(this month, next month, specific date, etc.)
Do you currently track KPIs?
Yes, consistently
Somewhat
No
Which metrics do you actively track?
Appointements
Contracts
Closings
Lead Sources
Conversion Rates
Revenue / GCI
None Consistently
Other
How would you rate your personal accountability right now?
Scale: 1 (very inconsistent) – 10 (locked in)
Preferred Coaching Cadence (can change later):
One 2-hour session monthly
Two 1-hour sessions monthly
Flexible / as needed
Preferred Kickoff Format:
In-Person (CT)
Zoom
Anything else Matt should know before your kickoff?
Acknowledgment: I understand that coaching is a results-driven partnership and that outcomes depend on my execution and commitment.
Yes
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