First Name
Last Name
Email
Mobile Phone
Age
Marital Status, #kids and their ages
Hobbies
What are your big crazy life goals and what inspired them?
What inspires you to go after them on a regular basis?
Elaborate or explain Other:
What are the key reasons you need help now? Is there anything happening in your life / business that is creating an urgency?
How did you hear about us?
With all the options for coaches out there, why are you considering us? What about our method or history resonates with you?
Have you ever been coached (if yes, elaborate) and tell us why you think you are coachable and will do the necessary work?
Have you ever participated in competitive sports and/or armed services, and if yes, to what capacity?
How long have you been originating and in the industry?
How many hours a week do you work?
How many units have you funded YTD?
How many units did you fund last year?
What is your biggest strength that got you where you are today?
Do you have a team? Describe each position and role.
Main marketing strategies for purchase and refi business
Do you use a CRM and how many contacts are in it? And what do you do to keep in contact with everyone in it?
On a scale of 1-10 (10 being best) how good are you with technology?
How many referrals from clients do you get per month?
How do you manage goals, time, and tasks?
How do you manage your leads?
On purchase transactions, do you do a good job converting listing agents over to working with you?
What do you think is holding you back from success most?
If we fast forwarded one year from now, what has to have happened, both personally and professionally, for you to feel happy about your progress?
Optional message for Khai
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