Onboarding Questionnaire
Full Name
*
Phone
*
Email
*
Brokerage
*
What's Your Role?
*
Real Estate Agent
Listing Agent
Buyer's Agent
Broker
Other
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Experience Level
*
New Agent (0–1 year in real estate)
Intermediate Agent (1–3 years in real estate)
Experienced Agent (3–7 years in real estate)
Veteran Agent (7+ years in real estate)
Preferred Start Date
*
When you would like to begin utilizing the services, to help with scheduling.
What is your primary focus right now? (Choose all that apply)
*
Generating more leads (buyers or sellers).
Automating follow-ups to stay in touch with leads and clients.
Building a stronger online presence (social media, branding, website).
Improving lead conversion rates (turning leads into clients).
Streamlining workflows to save time and increase efficiency.
Preferred Communication Method
*
Email
Phone
Text
Referral Source: (How did you find out about our services)
*
Social media
Referral
Website
What marketing strategies have you already tried?
*
Social media marketing
Email campaigns
Cold Calling
Door Knocking
Paid ads (Facebook, Google, etc.)
Networking/referrals.
None yet.
I agree to
terms & conditions
provided by the company. By providing my phone number, I agree to receive text messages from the business.
Collect Payment
*
$
199
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