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Pre-Coaching Assessment

To ensure your coaching experience is tailored to your specific needs and goals, please complete this brief pre-coaching assessment. Your responses will help me understand your current situation, challenges, and aspirations, allowing us to develop a personalized coaching plan that maximizes your potential for success.

This assessment covers topics such as:

Your real estate experience and current business model

Your strengths, weaknesses, and areas for improvement

Your short-term and long-term goals

Challenges you're facing in your business

What you hope to achieve through coaching

Please answer these questions thoughtfully and honestly. Your responses will remain confidential and will be used solely to enhance your coaching experience.

Click the button below to start your pre-coaching assessment.

Start

Question 1 of 40

Which coaching program did you register for?

A

Freedom 30 (1:1)

B

Freedom 60 (1:1)

C

Cohort Coaching

D

Other

Question 2 of 40

Are you: 

A

Male

B

Female

Question 3 of 40

Please provide your full legal name and your preferred nickname (if applicable):

Question 4 of 40

Please provide your complete mailing address, including suite or apartment number, city, state, zip, and country:

Question 5 of 40

Please provide your email address and cell phone number:

Question 6 of 40

What is your date of birth?

Question 7 of 40

What is your marital status? (choose one)

A

Married

B

Single

C

Separated

D

Divorced

E

Widowed

Question 8 of 40

Do you have children?

A

Yes

B

No

Question 9 of 40

If you answered yes to children, please explain how that affects your schedule:

Question 10 of 40

What is your personality style? (choose one)

A

Driver

B

Analytical

C

Amiable

D

Expressive

E

Not Sure

Question 11 of 40

Number of years in real estate sales? (choose one)

A

Less than One Year

B

One Year

C

Two Years

D

Three Years

E

Four Years

F

Five to Ten Years

G

More than Ten Years

Question 12 of 40

Previous occupation(s) and number of years.  Please describe any previous sales experience:

Question 13 of 40

Please provide the name and address of your real estate brokerage and include your broker's name:

Question 14 of 40

Why did you choose Real Estate as a career?

Question 15 of 40

Please provide the following financial information:

 

-Last year's total gross income from real estate sales and total number of closed transactions.

-Current year gross income goal and total number of closed transactions goal. (skip if you are a brand new agent)

-Current year-to-date gross income earned and total number of closed transactions.

Question 16 of 40

What disciplines do you work in?

(Select all that apply)
A

Residential Sales

B

Commercial Sales

C

Commercial leasing

D

Business Sales and/or M&A

Question 17 of 40

For the answers to the question above regarding disciplines, please explain any specialties that you focus on (e.g. luxury property, probate, industrial, etc.)

Question 18 of 40

Do you get business from any of these sources?

(Select all that apply)
A

Phone Prospecting

B

Direct to Door Prospecting

C

Sphere of Influence

D

Expired Listings

E

For Sale By Owner

F

Referral & Networking Groups

G

Purchasing Leads

H

Marketing (social media and/or direct marketing)

I

Other

Question 19 of 40

Why did you choose this Coaching With Sam coaching program?

Question 20 of 40

Have you ever worked with a real estate coach before? (choose one)

A

Yes

B

No

Question 21 of 40

If you answered yes to the question about previous coaching, please tell us who you coached with, the positives and negatives of your experience, and why you no longer coach with that person or organization (please be detailed):

Question 22 of 40

Please describe in detail your definition of success in coaching:

Question 23 of 40

What are your top three goals in joining this Coaching With Sam coaching program?

Question 24 of 40

What level of of accountability do you expect from your coach? (choose one)

A

Hit me hard; I can take it

B

Mixed Emotions

C

Be gentle with me

Question 25 of 40

On a scale of 1-5, how committed are you to making the necessary changes and putting in the work required to achieve your goals? (1 being the least and 5 being the most)

A

1

B

2

C

3

D

4

E

5

Question 26 of 40

On a scale of 1-5, how motivated are you to invest the time, energy, and resources required to succeed in this program? (1 being the least, 5 being the most)

A

1

B

2

C

3

D

4

E

5

Question 27 of 40

How many people do you have currently in your sphere of influence database?

Question 28 of 40

Do you currently prospect? And if so, which sources do you contact most?

Question 29 of 40

Do you have a staff?  If so, please describe.

Question 30 of 40

Do you operate a team or work as a member of a team? If so, please describe?

Question 31 of 40

Tell us about your experience in writing business plans? (if you have never written one, write NONE)

Question 32 of 40

Have you ever used a script/canned presentation? What are your thoughts about using them?

Question 33 of 40

Please describe any marketing efforts you have used or currently employ and describe your successes and failures, including how effective it is at generating leads:

Question 34 of 40

What systems or tools do you currently use for managing your real estate business (CRM, transaction management, lead generation, dialers, etc)?

Question 35 of 40

Home ownership status (choose one):

A

Own

B

Rent

C

Live with family

Question 36 of 40

How much are your living expenses and how many months of savings/reserves do you have?

Question 37 of 40

If you have less than three months of reserves, please explain how you plan to pay for coaching?

Question 38 of 40

How much is your total debt (not including mortgage/rent/car) and describe any other sources of income other than from real estate sales (2nd job, investment dividends, rental properties, etc):

Question 39 of 40

How much is your current average commission per transaction and how many transactions do you need to cover your monthly expenses?

Question 40 of 40

What else should we know about you? (please be as detailed and descriptive as possible):

Confirm and Submit