Rise Real Estate Coaching
Needs Analysis
Name:
Brokerage:
How long have you been in Real Estate?
Less than 1 year
1-3 years
4-6 years
7-9 years
10-15 years
16+ years
How would you rate your lead gen consistency? (1 being inconsistent/hardly ever 5 being every single day w purpose)
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
How would you rate your lead follow up? (1 being "sometimes I follow up" and 5 being 'I'm on it - every lead gets called until they tell me to take a hike")
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Tell me about last year...(2019)
(Individual not team production - another section for team)
How many homes (units) did you sell in 2019?
What was your 2019 closed Volume?
TEAMS!
(If you have or are part of a team fill out below. If you are an individual agent pls skip to next section)
What is your role?
Rainmaker/ Team Owner
Director of Sales/ Director of Operations / Sales Manager
Agent on Team (Buyers Agent/Listing Agent)
Other
Are YOU in production?
Yes
No
Yes but transitioning out
What's your team structure currently? (How many admin? How many agents?
How many homes did your TEAM close in 2019?
What is your team unit goal for 2020?
2020 Individual Goals
What is your individual goal for 2020? (how many homes will you sell?) If you are on a team, what is YOUR individual goal on the team?
What is your average price point you are focusing on?
How many clients will you have in your sphere/database by the end of 2020?
What tool(s) do you use to track your production?
What CRM are you using?
What would you say your biggest strengths are in your real estate business?
It would be your best year ever in real estate if you...
Have you had a real estate coach before?
Yes previously
Yes currently in coaching
No, never
What are you looking for in a real estate coach?
Submit
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