CEO Self-Check

As the CEO of your own real estate business, this is a 43-question quiz to help you identify your strengths as well as your opportunities. Be honest with yourself as this is intended to help you grow your business.

CHECK ONE BOX FOR EACH QUESTION. ADD UP YOUR TOTALS AT THE END.

1. Are you giving your business the passion, commitment and high energy that you and your clients deserve? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

2. Are you investing in sending client appreciation gifts? (birthdays, anniversaries, major milestones, etc.) ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

3. Do you have written business and marketing plans for your business? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

4. Do you have at least a six-month marketing calendar with your plans for farming touch points? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

5. Are you willing to take overpriced listings just because you need the business? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

6. Are you communicating via handwritten letters with your past clients in your target database (list of relationships)? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

7. Are you maximizing the use of the company-provided monthly auto-send options through ActivePipe to reach everyone you know with an email address each month? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

8. Are you maximizing the use of the company-provided Market Reports (Luxury Outlook, Insider Intel, IN FOCUS and

Lens on Luxury) to reach everyone you know with an email address each month? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

9. Have you reviewed your database of relationships within the past 30 days? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

10. Are you initiating real estate reviews for at least 10 people you know each month? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

11. Are you using the company-provided social media content from each Friday Haul to post to your Facebook, Instagram and LinkedIn accounts? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

12. Are you posting on your social media accounts at least three times per week to remain relevant and in your friends’ and clients’ news feeds? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

13. Have you updated your professional headshot within the past two years? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

14. Are you taking advantage of Cloze, our company-recommended CRM (customer relationship manager), to manage your database of relationships? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

15. Do you have a system for proactively reaching out to all your active buyers and sellers on a weekly basis? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

16. Are you asking your existing clients if they know anyone looking to buy or sell within the next six months? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

17. Have you asked your existing clients if they would feel comfortable referring you to prospective clients? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

18. Do you have a regular system for asking your clients and friends for outgoing referrals? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

19. Have you placed an outgoing referral within the past 12 months? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

20. Do you meet with an accountability partner at least once per month to hold each other accountable to each other’s businesses? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

21. Do you attend company and county collabs for learning and networking? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

22. Are you spending time in the office each week to network and stay engaged in the business? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

23. Do you visit open houses & MLS tours at least 3 out of every 4 weeks for knowledge of current market inventory? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

24. Are you truly working at least 40 hours a week on your real estate business? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

25. Do you work with an accountant to maximize your financial picture in regard to your real estate business? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

26. Do you host a minimum of one client event each year to see your clients face to face, and to help them meet more people in the community? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

27. Are you asking every one of your clients to write a review for you on Zillow that you can also use in our digital templates through DesignVault? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

28. Are you taking an appropriate amount of time to write compelling text to enter into PSIRGO and the MLS to sell your listings? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

29. Are you sharing monthly absorption reports with your clients for their competition in the marketplace? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

30. Do you lay your head down at night believing that you have done everything you can that day to support your clients? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

31. Do you send your listing clients weekly ListTrac reports so that they see what traffic their listing is getting online? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

32. Are you maximizing the use of the company-provided advertising options for each of your listings? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

33. Are you having monthly conversations with your clients about price adjustments to their listings? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

34. Are you familiar with the company-provided Design Vault templates and how they can save you time and make you more efficient with marketing your listing? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

35. Are you holding your photographers accountable for quality and detail when receiving photos from them? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

36. Have you created an updated tri-fold brochure that outlines your experience, the capabilities of our company and brand, as well as any client testimonials, to share with all prospective clients? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

37. Can you honestly say that your database is as robust as it could be? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

38. Do you make regular use of thank you notes to show your appreciation for referrals, as well as people who do good deeds for you? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

39. Do you always have at least five business cards on you at any given time? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

40. Do you take advantage of the weekly company-provided training classes that we offer? ▢ YES ▢ NO ▢ AREA FOR

IMPROVEMENT

41. After each client presentation, do you ask yourself what you could have done better to challenge yourself next time? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

42. Do you make your listing clients aware of the exclusive media partnerships and exposure offered through our company such as The Wall Street Journal, Juwai, Architectural Digest and more? Do they know all virtual tours on our website are translated into multiple languages, and that prices are converted into different currencies, etc.? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

43. Are you top of mind for your sphere of influence as the go-to person for all things residential real estate? ▢ YES ▢ NO ▢ AREA FOR IMPROVEMENT

TOTAL NUMBERS:

_________ YES _________ NO _________ AREA FOR IMPROVEMENT

WHAT DO I DO NOW?

We win when you win! Wherever you answered NO or AREA FOR IMPROVEMENT, and would like to see those turned into a YES, please meet with your managing broker one on one. It would be our pleasure to help create a business plan for you! We want to make sure that we are your partner in maximizing your business through the incredible number of tools and resources that are provided to you by our brand and our company. This can be a great kick-start for those who feel ‘stuck’ and don’t quite know what to do with their business. Allow us to help provide you tangible action steps to increase your sales volume and your income.