Apply-2 - KM Performance Coaching

Apply

We only take on a limited number of new clients every quarter. If you are interested in applying for a spot, please complete the following steps. This process ensures we are a good fit for you. If you’ve already completed a step, move on to next step.

Step 1

Questionnaire & Evaluation 1
Call with Khai

Fill out the questionnaire so we can learn about you. Then schedule an evaluation call with Khai to discuss your business, goals, and our coaching program. This is a discovery call to see if we are the right fit.

Step 2

Evaluation 2 Call with
Head Coach Robert

Review your goals and expectations with Head Coach Robert.

Step 3

DISC Test &
Expectations Call

Call with Khai to review DISC personality test results, expectations, and how to get the most out of coaching.

Step 4

Setup Autopay

Setup Autopay and begin coaching

Questionnaire

First Name

Last Name

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?

What are the top 2 areas you need help with (only pick 2)?

Capacity struggles / Systems Team building / Leadership Relationship & database management Technology / innovation/ branding Accountability / motivation / focus / time management Other

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 did you fund Iin the last 6 months?

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