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RECRUITING WEBINAR QUESTIONNAIRE

We thank you for your interest in our Core7 Networking Group. Please fill out this questionnaire so we can learn more about you?

Thank you

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Question 1 of 22

Please Complete

YOUR FULL NAME:

COMPANY:

EMAIL ADDRESS:

PHONE: 

CHAPTER LEADER NAME (If Applicable)?

CHAPTER LEADER EMAIL ADDRESS (If Applicable)?

Question 2 of 22

Please rate your relationship with Your Real Estate Agent?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 3 of 22

Please rate your relationship with Your Mortgage Originator?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 4 of 22

Please rate your relationship with Your Closing Agent/Escrow Officer?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 5 of 22

Please rate your relationship with Your Financial Advisor?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 6 of 22

Please rate your relationship with Your Estate Planning Attorney?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 7 of 22

Please rate your relationship with Your Accountant?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 8 of 22

Please rate your relationship with Your P&C Insurance Agent?

 

• 0: I DO NOT HAVE A RELATIONSHIP

• 1-4: I am not satisfied with my current relationship

• 5-6: I have a relationship, and would be willing to consider working with someone else

• 7-8: I’m satisfied and would not consider working with anyone else

• 9-10: I have a true partner 

 

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

L

N/A

Question 9 of 22

How do you think you can help each of the following group members become more successful ?

 

Property & Casualty Insurance Agent:

 

 

 

Mortgage Originator:

 

 

 

Real Estate Agent:

 

 

 

Financial Advisor:

 

 

 

Accountant:

 

 

 

Estate Planning Attorney:

 

 

 

Real Estate Attorney/Escrow Officer: 

Question 10 of 22

How many clients do you speak with per month? 

Question 11 of 22

What are currently your most successful marketing activities?

Question 12 of 22

Where does most of your business come from? 

Question 13 of 22

What fears or concerns do you have relating to being in this group?

Question 14 of 22

Do you maintain a database? 

Question 15 of 22

How many contacts are in your database and what database management system do you use? 

Question 16 of 22

What do you do to stay in touch with your database? Please check all that apply: 

(Select all that apply)
A

Mailings

B

Email

C

Phone Calls

D

Face to Face Meetings

E

Annual/Periodic Reviews

Question 17 of 22

If you had an issue with a group member, how would you handle it?

Question 18 of 22

If you’re losing faith in a team member what would you do?

Question 19 of 22

How often do you stay in touch with your database?

Question 20 of 22

Please write a little about your business plan for this year?

Question 21 of 22

Describe your process from start to finish when you are first meeting with a client? 

Question 22 of 22

HAVE YOU SPOKE WITH A CORE7 GROUP LEADER? (If so, please provide their name, location, and email address)

Confirm and Submit