CONTACT INFORMATION

Information entered here will be kept in the strictest of confidences.

First Name
Last Name
Company Name
Address
City
State
Zip Code
Telephone
Fax
Email
Website

 

 

YOUR RE EXPERIENCE

Years in Business
Area of expertise
Target Market
Full time/part time
Current Annual Sales
Current Annual Transactions
Current websites  
Where do your leads come in from? (Please fill in percentages)
Website   Referrals  Prospecting  Other
Designations  
CRS

 GRI

 ABR

 ePro

 CIPS

 AHWD

 ALC

 CCIM

 CPM

 CRE
SIOR

 ACL

 CPM

 CRB

 CRE

 LTG

 GAA

 RCE

 RAA

  

 

GOALS

This section gives us a good idea of where you are and where you want to go,

enabling us to put together the perfect plan for you to get there.

 

Average weekly hours worked
How many hours would you like to work?
Average yearly vacation time
What would you like to change?  
Want more time?

 Want more business?

 Stop doing what I don't like

Managing Staff
What do you enjoy about your career?

What would you like to change most?

   

 

PERSONALITY

This section will help us assess your personality and working style. This will

assist us in matching you up with the ideal VA.

 

What are your thoughts on managing others?
I don't like to manage others Why should I have to manage staff?
I can take it or leave it It's what I live for!
 

How well do you manage details?
I hate details! Just give me the facts! I want someone else to manage them!
Details are ok as long as they don't take up too much time. I love details!
 

How organized would you say you are?
Organization? What is that? I'm a little organized - need help.
I'm somewhat organized, would be more if I had more time. I'm very organized!
 

How much control would you say you need?
You can have it! You can have it, but tell me about it first!
You can have it, but if you do things my way. No way, I need to have control!
 

How would you describe yourself best (choose as many as needed)
 

What are your pet peeves when working with others?
 

What are the most important things when working with others?

 

YOUR BUSINESS

How many on-site assistants do you currently have?
How many VA's do you currently have?
What is your annual budget for staffing?
 

Of the following tasks, indicate who is responsible for it at this time:
  Contact Management
  Listing Management
  Transaction Coordination
  Website Maintenance
  Online Marketing
  CMA
  MLS Management
  Drip Campaign Management
  Property Ad Writing
  PreQualifying Leads
  Responding to Emails & Voicemails
  Designing of Printed Materials
  Other: 
  Other: 
  Other: 
  Other: 

 

VA REQUEST

What types of services are you considering a VA for?
How many hours monthly do you think you want to start with?
Any additional comments?
What is a good time for us to discuss your needs?  
Date:

 

Time:

 

 Contact Number:

If we are not able to make your requested date and time, we will email you with

other available options in order to reschedule.

 

Thank you for your time in completing our Business Partner

Assessment Form. We will be in touch with you shortly to

review your assessment with you and get you on track to success!

 

 

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