AGENT FEEDBACK SURVEY

Please complete this short feedback survey so that we can provide you with the necessary guidance to help you achieve success and generate consistent income.

Full Name *

What is your monthly income target? And your weekly target? How many quality appointments do you aim to schedule each day? And each week? *

How many quality appointments do you get each day with the owner or the person who makes the decisions at the company? And how many per week? *

How many of your appointments have been closed? *

How many additional sales have you generated from appointments for web design/financing/loan services? *

What do you think are the three main things that are preventing you from earning the money you want and achieving your goals? *

What is your favorite program or service that we offer? *

Please briefly describe five different programs or services we offer, their value to customers, and why they will be beneficial to them. Be sure to include the types of businesses or industries they are designed for. *

What are the three main objections you receive from potential customers over the phone? *

What techniques and strategies are you using to build your pipeline of potential clients and to identify opportunities in large, multi-location companies? *

What strategies and techniques are you using to acquire referral partners? *

How many referral partners do you currently have? *

How many times have you checked the agent update resources page and watched the short videos about the program? *

Do you take notes in the L-Evate CRM about your calls and leads and use the notifications to send yourself reminders to follow up? *

Do you use L-Evate CRM to email & SMS/text flyers, videos and other content that helps to promote the programs and services after or during initial calls. *

What kind of additional help and training do you need? *