Skip to main content
Hit enter to search or ESC to close
Close Search
Menu
Home
About Us
Services
Events
Contact Us
twitter
facebook
linkedin
Real Estate Questionnaire
Step
1
of
13
7%
Name
*
First
Last
Email
*
Phone
*
How long have you been in business?
What do you do well?
What do you enjoy?
What do others say you do well?
What were last year’s numbers:
Profit
amount and % of revenue
Volume
Units
GCI
% Listing
Expenses
Did you hit last year’s goals?
Yes
No
% Change from the previous year?
Describe your current local market?
What numbers do you track in your business, the market?
What are your current year’s goals for:
Profit
amount and % of revenue
Closed Units
Closed Volume
GCI
% Listings
# of active listings at all times to hit your goal
Where are you?
Ahead
On Track
Behind
What is your annual budget for your business
amount and % of revenue
Operations
Cost of sale
What method do you use to track financial numbers?
Are you saving and investing for your future in the current budget?
What is your personal budget need to fund your life?
What is the legal and tax organizational structure for your business?
Rate yourself on a scale of 1-10, 10 being excellent, the best, on financials, budgets and tracking?
If you could improve one thing in financials what would that be?
In how many years to you wish to retire or be financially free?
What is your annual passive income?
What strategy are you using to build passive income?
What is your net worth?
Do you have a net worth finish line, if so what is that amount?
Rate your family life on a scale of 1-10?
If you could improve one thing in your family/personal life what would that be?
How many hours a week (total) do you work?
Active Production
Lead Generation
Leadership/Business Management
Thinking/Strategy
Recruting/Hiring
Describe your current org chart?
One year out?
Three years out?
Five years out?
Fully developed?
What challenges, if any, do you have with:
Hiring
Managing
Leading
Training and on-boarding people
Holding people accountable
Finding people
Finding the right people
Retaining talent
Compensation and benefit plans
What is your D-I-S-C profile?
On a scale of 1-10, 10 being completely and totally honest, how honest do you want me to be?
What did you do before real estate?
What did you like about that?
What didn’t you like?
What were you good at in that role?
What was your income the last year in that and what year?
Was there a benefit package:
401K
Insurance
Time off
Anything else
What spurred you to get into real estate?
On a scale of 1-10, how happy are you in your current business/career?
On a scale of 1-10, how happy are you with your personal life?
On a scale of 1-10, how happy are you with your physical life, health condition?
On a scale of 1-10, how happy are you with your spiritual life?
On a scale of 1-10, how happy are you with your financial health?
What is one thing you can do to improve each one of these:
Business
Personal life
Physical/health
Spiritual life
Financial health
Why do you want to be considered as a coaching client of ours?
What are the top 3 things you want to accomplish from coaching?
On a scale of 1-10, 10 being highly accountable rate yourself please.
What question should we have asked that we didn’t?
Please provide that answer if applicable.
What should we know about you that wasn’t covered?
On a scale of 1-10, how excited about coaching with us are you?
Could you provide 2-3 feedback points for us based on the questionnaire?
Anything else you’d like to add?
Close Menu
Home
About Us
Services
Events
Contact Us
twitter
facebook
linkedin
