Business Assessment

Take a few short minutes to complete a personalized assessment of your business

Step 1 of 6


You are currently:

How are you generating leads?

Your Lead Generation could be improved significantly by using more tools/channels

Your Lead Pipeline

Lead Generation

  • Lead Generation Tools

  • Print Advertising

  • Generation Expanded

    Generating leads is the first part of the puzzle. The leads we generate also need to be cost effective. Generating valuable leads is also critical.

Lead Conversion

  • Techniques

  • Next Level

    If you are generating an abundance of leads it may be time to leverage a partner or a lead coversion expert. Converting an abundance of leads to an abundance of valuable appointments is key.

Your Business Setup

Leveraging Support Staff

  • Number of Support Staff

Using Licensed Agents Effectively

  • Number of Licensed Agents

Your Business Structure

Team Compensation Structure

  • Compensation