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Pre-Discovery Call Intake Form
Please fill out this quick form before our discovery call. It helps us understand your needs so we can better support your business. Thank you!
Full Name
*
Company/Team Name
What's Your Best Email Address
Are you a:
Are you a:
A
Solo Agent
B
Part of a Team
C
Broker/Team Leader
How many transactions do you average per month?
What CRM or Real Estate tools do you currently use?
*
What tasks would you like your VA to assist with?
What tasks would you like your VA to assist with?
Listing Management
Transaction Coordination
Social Media Content Creation
Database Management
Lead Management
Email/Calendar Management
Marketing (newsletters, flyers, etc)
What are your top 3 priorities for hiring a VA?
Your involvement level in a day-to-day operations
Your involvement level in a day-to-day operations
Hands-on
Occasional check-ins
Minimal - just results
Is there anything else you'd like us to know before our call?
Submit
