Mentorship & Coaching 90-Day Blueprint Intake Questionnaire
Welcome to the next phase of your elevation.This questionnaire is a critical component of your experience inside The Elevated Agent Collective™. Your responses will be used to design your personalized 90-Day Production Blueprint — reverse-engineered from your income goals, market conditions, and current execution level. This is not a surface-level intake. The clarity you provide here directly impacts the structure, strategy, and accountability built into your custom plan. Please answer each question thoroughly and honestly. This blueprint will become your operating document for the next 12 weeks. Elevation requires honesty. Production requires discipline. Take your time. Be specific. The more detailed your responses, the more powerful your plan will be.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
What is your income goal for the next 12 months? (Exact number — not a range.)
*
What is your income goal for the next 90 days?
*
How many transactions does that require in your current market? (If unsure, estimate.)
*
What price point do you primarily operate in? (Average sales price.)
*
What would hitting this 90-day goal change for you personally or professionally?
*
How many active clients do you currently have? Buyers
*
How many active clients do you currently have? Sellers
*
How many active leads are in your pipeline?
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How many conversations with potential clients are you initiating weekly?
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How many appointments are you setting weekly?
*
What are your top 3 current lead sources?
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Which lead sources produce the highest conversion for you?
*
Are you full-time or part-time in real estate?
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Full-time
Part-time
How many hours per week are you actively working on revenue-generating activities?
*
What does your current daily schedule look like? (Be specific — morning to evening.)
*
What time of day are you most productive?
*
What consistently distracts you from revenue-generating activities?
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How many total contacts are in your database?
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How often are you communicating with your sphere?
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Daily
Weekly
Monthly
Rarely
Never
Do you have a structured follow-up system?
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Yes
Somewhat
No
When was the last time you re-engaged your entire database?
*
Are you currently tracking your KPIs weekly?
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Yes
No
Rate yourself 1–10 in the following: Buyer consultations
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
Rate yourself 1–10 in the following: Listing presentations
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
Rate yourself 1–10 in the following: Objection handling
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
Rate yourself 1–10 in the following: Lead follow-up consistency
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
Rate yourself 1–10 in the following: Negotiation confidence
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
Rate yourself 1–10 in the following: Time management discipline
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
What lead generation activities are you currently doing consistently?
*
What lead generation activities do you avoid? Why?
*
Are you open to structured outbound prospecting?
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Yes
No
Maybe
How many new conversations per week are you realistically willing to commit to over the next 90 days?
*
What belief about yourself or your business is currently limiting your growth?
*
When do you feel most confident as an agent?
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When do you feel least confident?
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What does being an “Elevated Agent” mean to you?
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What has prevented you from producing consistently in the past?
*
On a scale of 1–10, how committed are you to executing daily non-negotiables for 90 days?
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1
2
3
4
5
6
7
8
9
Best
10
1 is , 10 is Best
What support structure do you currently have?
*
Broker support
Team
Accountability partner
None
If we design a 90-day blueprint that requires disciplined execution, are you prepared to follow it fully?
*
Yes
No
Is there anything else I need to know to design a strategy that positions you for success?
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