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Optimized Hub — Deep Dive Audit Intake

1. Fully Name

*

2. Business Name

*

3. Business Email

*

4. Role / Business Type

*

4. Role / Business Type

A

Realtor

B

Loan Officer

C

Real Estate Team Leader

D

Mortgage Broker

5. Monthly Lead Volume

*

5. Monthly Lead Volume

A

Under 20

B

20-50

C

50-100

D

Over 100

6. Current Conversion Rate (Out of every 10 leads, how many you typically close?)

*

6. Current Conversion Rate (Out of every 10 leads, how many you typically close?)

A

1 or fewer

B

2-3

C

4-5

D

6 or more

7. Average Days to Close (From first contact to closed deal)

*

7. Average Days to Close (From first contact to closed deal)

A

Less than 30 days

B

30-60 days

C

60-90 days

D

Over 90 days

8. Where do most leads go silent or drop off?

*

8. Where do most leads go silent or drop off?

A

After the first call or message

B

During the follow-up phase

C

After showing a property or submitting an application

D

After making an offer

E

I'm not sure

9. How do you currently follow up with new leads?

*

9. How do you currently follow up with new leads?

A

I call or text them manually

B

I use email only

C

I have a mix of calls, texts, and emails but no set system

D

I have an automated follow-up system in place

10. How many times do you typically follow up with a lead before giving up?

*

10. How many times do you typically follow up with a lead before giving up?

A

1-2 times

B

3-5 times

C

6-10 times

D

I follow up until they respond or opt out

11. What do you do with leads that have gone cold or stopped responding?

*

11. What do you do with leads that have gone cold or stopped responding?

A

I leave them alone

B

I try one more time then move on

C

I periodically reach back out manually

D

I have no system for re-engaging old leads

12. Which of the following are you currently paying for?

*

12. Which of the following are you currently paying for?

A

CRM (e.g. Follow Up Boss, LionDesk, HubSpot)

B

Email Marketing tool (e.g. Mailchimp, ActiveCampaign)

C

Dialer or calling software

D

Social Media scheduling tool

E

Lead generation platform (e.g. Zillow, Realtor.com)

F

None of the above

13. Of the tools you just listed, which ones do you actually use consistently?

*

13. Of the tools you just listed, which ones do you actually use consistently?

A

CRM

B

Email Marketing tool

C

Dialer or calling software

D

Social Media scheduling tool

E

Lead generation platform

F

None - I pay for them but don't use them constantly

14. What have you already tried to improve your lead follow-up or conversion rate?

15. What is your single biggest frustration with your current lead process?

*

16. What is your average commission per closed deal?

*

16. What is your average commission per closed deal?

A

Under $3,000

B

$3,000 - $6,000

C

$6000 - $10,000

D

Over $10,000

17. What is your revenue goal for the next 90 days?

*

17. What is your revenue goal for the next 90 days?

A

Under $25,000

B

$25,000 - $50,000

C

$50,000 - $100,000

D

Over $100,000

18. What is your preferred language for this report?

*

18. What is your preferred language for this report?

A

English

B

Spanish