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Real Estate Accountability & Productivity Coaching - Onboarding Form
Please take time to answer these questions to help us be ready for our first session.
Here are the top areas in which Real Estate Agents might want to be held accountable. Please place a CHECK in the boxes next to the areas where you want to be held accountable in our sessions. (We can modify this list in our first session)*
Lead Generation: Real estate agents should actively work on generating new leads through various channels such as networking, social media, and marketing efforts.
Client Communication: Regularly communicating with clients to provide updates on listings, market trends, and any other relevant information.
Open Houses: Hosting open houses to showcase properties and attract potential buyers.
Follow-Ups: Following up with leads, inquiries, and clients in a timely manner to nurture relationships and close deals.
Time Management: Efficiently managing time to prioritize tasks, meet deadlines, and maximize productivity.
Feedback Collection: Gathering feedback from clients, colleagues, and partners to improve services and address any concerns promptly.
Networking: Building and maintaining relationships with other real estate professionals, industry contacts, and potential clients.
Feedback Implementation: Using feedback received to make necessary adjustments in strategies or services offered for continuous improvement.
Goal Setting: Setting clear goals for sales targets, lead generation numbers, client satisfaction metrics, etc., to track progress effectively.
Community Involvement: Engaging with the local community through events or sponsorships to build trust and visibility as a real estate expert.
Social Media Engagement: Actively engaging with followers on social media platforms by posting relevant content regularly.
Prospecting: Actively seeking out potential clients through cold calling or door-to-door visits.
Referral Generation: Asking satisfied clients for referrals or testimonials to expand the client base.
Professional Development: Attending workshops or seminars to enhance skills in areas like negotiation tactics or marketing strategies.
Listing Presentations: Creating compelling listing presentations that highlight the unique selling points of properties.
Client Appreciation: Showing appreciation towards clients through gestures like thank-you notes or small gifts.
Personal Development: Investing time in personal growth activities like reading industry books or attending leadership seminars.
Team Meetings: Participating in team meetings to discuss strategies, share insights or collaborate on projects together.
Professional Networking Events Attendance
Customer Relationship Building Activities
Self-Care & Work-Life Balance Maintenance
Other
Tell me a little about yourself*
On a scale of 1 to 10, how content are you with your life currently?*
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How do you think coaching could help you with your life? Include any challenges you are currently facing.*
What strength or quality would you like to develop?*
Is there anything else you want to share with me before we start working together?
Briefly share your overall business and life goals. Where do you see yourself in 1 Year?
Briefly share your overall business and life goals. Where do you see yourself in 5 Years?
Briefly share your overall business and life goals. Where do you see yourself in 10 Years?
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Scott Roberts
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scott@lighthousecoaching.me
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