1. Do you answer your phone within 3 rings when you're available?
Always - Yes
Sometimes - Partially
Rarely - No
2. Do you have a system that automatically captures lead information when you miss calls?
Yes, fully automated
Partially - some manual work required
No system in place
3. Do you follow up with missed calls within 15 minutes?
Always within 15 minutes
Usually within 1 hour
Often takes several hours or next day
4. Do you have your phone on silent during client meetings or showings?
Never - always available for calls
Sometimes - depends on the situation
Always - I focus on current clients
5. Do you have a way to qualify leads before spending time with them?
Yes, systematic qualification process
Basic qualification questions
No formal qualification system
6. Do you track how many potential clients you miss due to unavailability?
Yes, detailed tracking
Rough estimates
No tracking at all
7. Do you have coverage for your phone during evenings and weekends?
24/7 professional coverage
Limited evening/weekend coverage
No coverage - just voicemail
8. Do you return missed calls the same day they come in?
Always same day
Usually same day
Often next day or later
9. Do you have a system to prioritize hot leads over general inquiries?
Automated priority system
Manual prioritization
First come, first served
10. Do you feel anxious about missing important calls when you're with clients?
Never - I have systems in place
Sometimes worry about it
Constantly anxious about missed opportunities
11. Which best describes your current situation?
Solo agent, 0-20 transactions/year
Established agent, 21-50 transactions/year
Top producer, 50+ transactions/year
Team leader with multiple agents
12. Which best describes the outcome you're looking for?
Never miss another qualified lead
Increase my transaction volume by 25%+
Have better work-life balance while growing business
Build systems that work without my constant attention
13. What have you tried in the past that hasn't worked well? (Select all that apply)
Traditional answering service
Virtual assistant
Just relying on voicemail
Having family members answer calls
Hiring additional staff
14. Which type of solution would best suit your needs?
Automated AI system (set it and forget it)
Human assistant service (more expensive but personal)
Do-it-yourself software solution
Done-for-you full service solution
15. Is there anything else you'd like us to know about your situation or goals?
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