I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Broker license experience — How long have you held a broker license? *

Brokerage size — How many agents are in your brokerage? *

Operations — Who runs the day-to-day operations of your brokerage? *

How do you want coaching to work? *

90-day goal — What do you want most for your brokerage in the next 90 days? *

What should coaching focus on first? *

Choose ONE response that is most like your natural behavior. Do not choose what you think the role requires.

B1. When a new opportunity appears, I usually *

Move quickly toward a decision.

Start a conversation and build enthusiasm.

Consider how to support the people involved.

Gather information before deciding.

B2. When a deal in the brokerage gets difficult, I naturally *

Take charge of the next steps.

Keep people engaged and optimistic.

Provide calm and consistent support.

Check the details and possible causes.

B3. In a team discussion, I am most likely to *

Challenge the group to reach a decision.

Contribute ideas and energize discussion.

Listen and help everyone participate.

Test assumptions and ask for evidence.

B4. When the brokerage adopts a new system or rule, I prefer to *

Try it immediately and solve problems as I go.

Learn through an interactive demonstration.

Practice with a dependable guide.

Review instructions and understand the process.

B5. When my recommendation is questioned, I tend to *

State my position directly.

Persuade through conversation and examples.

Seek common ground before responding.

Explain the reasoning and supporting facts.

B6. My natural work pace is usually *

Fast and focused on the outcome.

Lively and responsive to people.

Steady and consistent.

Measured and deliberate.

B7. At an unfamiliar professional event, I usually *

Introduce myself to people with a clear purpose.

Start conversations with many people.

Build a few comfortable conversations.

Observe first and choose conversations carefully.

B8. When plans change suddenly, I usually *

Decide on a new direction quickly.

Talk through possibilities with others.

Work to restore stability for everyone.

Check the consequences before changing course.

B9. The feedback I most want to hear is *

You achieved a difficult result.

You connected with and motivated people.

You were dependable and supportive.

You produced accurate and thoughtful work.

B10. When delegating, I naturally emphasize *

The result and deadline.

The purpose and enthusiasm for the task.

Support and a clear working relationship.

The standards and detailed instructions.

B11. Under pressure, I may become *

Too forceful or impatient.

Distracted or overly optimistic.

Too accommodating or reluctant to confront.

Overly critical or slow to decide.

B12. When an agent is taking a long time to decide, I tend to *

Ask what is needed to reach a decision.

Use conversation to build confidence and excitement.

Give them space and dependable support.

Provide more information and comparisons.

B13. When working independently, I am most comfortable with *

Freedom to choose how to reach an ambitious goal.

Variety and opportunities to interact.

A predictable routine and steady relationships.

Clear standards and time to work carefully.

B14. When I disagree with an agent or staff member, my first instinct is to *

Address the issue directly.

Talk it through and maintain positive energy.

Protect the relationship and find agreement.

Clarify the facts and reasoning.

B15. When planning a week, I naturally focus on *

The biggest outcomes to achieve.

The people to connect with and new opportunities.

Consistent commitments and follow-through.

Priorities, details and possible problems.

Behavioral tendencies — B16. When a task is nearly finished, I am most likely to *

Push to complete it and move forward.

Share progress and involve others.

Make sure everyone has what they need.

Review it carefully before calling it complete.

Rate how much you would enjoy doing each activity regularly, even if both sides offered equal earnings and equally qualified leads. 1 Strongly dislike — 2 Dislike — 3 Neutral — 4 Enjoy — 5 Strongly enjoy. Preference is about what gives you energy. It is separate from your current ability.

P1. Recruiting a strong agent by showing them a business worth building — not just the split. *

P2. Making sure contracts and files are handled right so the brokerage stays compliant. *

Rate your ability based on work you have actually performed. Use N when you have not performed the task. Confidence without an example is not demonstrated skill. N Not performed — 1 Need step-by-step help — 2 Need frequent coaching — 3 Perform routine cases independently — 4 Handle difficult cases — 5 Can teach with examples.

L1. Recruit an agent by showing them a business worth building — not just the split. *

L2. Coach an agent to higher production with a clear plan. *

L3. Set a vision and culture that agents want to belong to. *

Y1. Put the checks in place so compliance issues get caught before they become problems. *

Y2. Manage brokerage finances — splits, expenses and agent payouts. *

Y3. Handle a difficult situation (dispute, complaint, risk) calmly and by the book. *