COMPLETE THIS FORM

This is required to be considered for acceptance into Platinum. It is 100% confidential and private. There is no obligation in submitting it. Please answer as honestly as you can.

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* 1. Your Contact Information:

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* 2. Number of Years’ Experience as Agent

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* 3. Size of Team

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* 4. Your Income

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* 5. Expenditures on Advertising & Marketing:

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* 6. Please rank the following items 1 to 10 (with 10 = a serious and chronic challenge and 1 = no trouble at all.) Give each item its own 1 to 10 score.

  1 = no trouble at all 2 3 4 5 6 7 8 9 10 = a serious and chronic challenge
CONSISTENT lead production
QUALITY of leads
CONVERSION %, of Leads to Appointments
DIFFERENTIATION in a crowded, cluttered agent marketplace
Making SOCIAL MEDIA Actually Work & Pay Dividends
RECRUITING People quickly made into Top Performers
MANAGING My Team for Maximum Productivity
Overcoming Resistance to My Leadership
Time Required to Keep The Team Functioning
Income UNCERTAINTY and unpredictability; feasts and famines
Lack of Measurable Progress in Development of My Business: it stays a (high income) sales job rather than maturing
Struggling to out-earn overhead, costs and taxes to build secure wealth (I have high income but not high net worth)
My PERSONAL TIME CONTROL: organization, boundaries, a proper amount of time off and phone off, for self or with family
Current market conditions, rising interest rates and inflation, recession, etc. – how to correctly think about it and navigate it
PERSONAL MENTAL ATTITUDES and handling of stress

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* 7. Please briefly describe 3 goals or changes to your business you are working on or/and would want to achieve as part of your Business Plan if accepted into Platinum:

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* 8. What aspect of the Craig Proctor Coaching Program has been most useful and impactful for you, so far?

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* 9. Why do YOU think you are ready for a much higher level, more sophisticated approach to the business, in Platinum?

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