Full Name
Email
*
Tell me something about you outside of real estate — family, hobbies, where you're from, what you did before this.
Are you doing real estate full-time or part-time right now?
What motivated you to get into the Real estate industry?
How would you describe your experience level?
Brand new — never had a client
Newer — a few transactions under my belt
Experienced agent, new to this team
Returning to real estate after a break
Roughly how many hours a week can you realistically dedicate to this?
Less than 10
10–20
20–35
35+
Which of these have you already set up? (check all that apply)
RealScout
Follow Up Boss
Dotloop
Slack
Google Business Profile
Do you currently have any active clients or leads you're working?
Explain in detail how many and stages
Have you been added to Follow Up Boss and started entering contacts?
What's your goal for the next 12 months?
What's one goal you want to hit in the next 90 days?
Where do you see yourself in this business three years from now?
Is there anything specific you've already run into that you weren't sure how to handle?
What tends to get in your way when you fall behind
Choose one or more options
What day works best for your weekly check-in?
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
What would make you feel like this mentorship was worth it six months from now?
If you're struggling with something, are you more likely to reach out or go quiet? Be honest.
What do you feel like you're missing to go get your first (or next) closing?
What does success look like for you personally — not just in numbers?
If we could fix one thing for you this month, what would it be?
What part of this business feels the most intimidating right now?
How many transactions do you want to close in the next 12 months?
What's driving you right now? Who or what are you doing this for?
On a scale of 1–10, how committed are you to making this work over the next year? (and what would it take to make that a 10?)
Anything else you want me to know?
What's a win — big or small — that would keep you fired up over the next 30 days?
Which of these would help you most right now? (pick your top 3)
Role-playing calls and scripts
Reviewing a contract line by line together
Shadowing a showing or listing appointment
Help building my daily schedule and time blocking
Lead generation strategy
Social media and branding
Understanding financing and lender conversations
Condo and HOA transactions Negotiation
Just accountability and check-ins
Option 10
Rate yourself 1–5 (1 = not confident at all, 5 = very confident):
Talking to a new lead on the phone
Explaining the showing agreement to a client
Writing and submitting an offer
Understanding contract deadlines and contingencies
Working with condos, HOAs, and association docs
Guiding a client through inspection findings
Knowing my market — pricing, neighborhoods, schools, values
Using our tech stack day to day
Asking for referrals and following up with past contacts
WRITE BEST FIT ANSWER 1-5
What's your biggest fear or worry about this business?
Thank you for being honest with me. I'm going to use these answers to shape how we work together, so nothing here is wasted. My phone, watch, and computer are always close — there's no question too big or too small. Let's get to work.