Growth Strategy Session — Client Intake

About you

Full name

Phone

Market / location

Current brokerage

Years licensed

Are you full-time or part-time, solo or on a team?

Transactions in the last 12 months

Sales volume in the last 12 months

Typical price range you work in

What types of business do you do? (check all that apply)

Where does your business come from today? (lead sources)

What's your transaction or income goal for the next 12 months?

If our work together is a success, what does your business look like 90 days from now?

What's the biggest opportunity you feel you're NOT capitalizing on right now?

What's your #1 challenge or frustration right now?

What have you already tried that hasn't worked?

What CRM and tools do you currently use?

How do you market yourself today? How would you describe your brand presence?

Do you have systems in place for lead follow-up and transactions? (briefly)

Why coaching, and why now?

Are you open to exploring new brokerage models as part of your growth?

Yes Maybe / curious No, happy where I am

What's the #1 thing you want to walk away from our session with?

Anything else I should know before we meet? (optional)

Your answers are confidential and used only to prepare for our coaching session.