Strategic Database Tune-Up Exploration Call Request

Contact Info

First name

Last name

Email

Phone

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What CRM platform are you currently using?

Approximately how many contacts are in your CRM?

Under 250

250-500

500-1000

Over 1000

Have you used tags or labels before?

Yes

No

Are you able to provide login or admin access for the service?

Yes

No

How many units did you close last year?

How many units have you closed YTD?

What brokerage are you affiliated with?

Are you primarily a solo agent or on a team?

Do you have any admin/operations staff?

What's your biggest frustration with your current database?

What do you hope to gain from this tune-up?

Do you currently use a task system to manage follow up?

Yes

No

Sort of, need to rethink

Committing for the 1st time

Can you commit to the four 30-minute check ins during the service duration?

Yes

No

Need really flexible schedule

Do you feel ready to delegate and let someone else work inside your CRM?

Yes, I trust the process

Maybe, I have questions

Not yet

What would success look like for you after working with a strategic database?