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           Business Assessment Review 
We can customize our service to your needs. Once we analyze your requirements, we can make recommendations that will provide the most helpful solutions. The list of "System Tasks" provides the services that our Virtual Assistants perform for our real estate and mortgage professionals . The most important fact to internalize is that all activities in the new technology paradigm are connected to each other, so you must take an integrated approach. Our systems break it down into smaller goals that will fit together over time to create a new you. - (Strategic Business Plan)          *** 90 Days of System Transformation ***
 [STEP # 1]
        
           *Required input:

Name:                *
Company:          *
E-Mail:               *
Bus. Phone:    

Fax:
Bus. Address:
City:
State:
Zip Code:
Country:
Targeted Markets:
Targeted Areas:


Note: The following survey is optional and not
a requirement for completing the assessment.

Thank You:

Module Selection:


Yrs in Business:
 Select 1 (Less than 1 yr)
 Select 2 ( 1 - 3 yrs)
 Select 3 ( 4 - 7 yrs)
 Select 4 ( 8  +  yrs)
Check Items Which Apply:
 Check 1 (Do Not Have 2017 Business Plan?)
 Check 2 (Do Not Have 2017 Marketing Plan?)
 Check 3 (Do Not Have Personal Bus. Website?)
 Check 4 (Do Not Have a Home Based Office?)

# Property Listings: (Realtors Only)
 Select 1 ( 0 - 5 )
 Select 2 ( 6 - 10 )
 Select 3 ( 11 - 15 )
 Select 4 ( 16 - 20 )

What is Present Monthly Marketing Budget?
 Select 1 ($   0   - $ 199)
 Select 2 ($ 200 - $ 499)
 Select 3 ($ 500 - $ 999)
 Select 4 ($1,000   +     )

Referred by Name:

State 2 Years Business Goals?
 

Discuss Systems Presently in Place? (CRM,TMS)
 

[Step # 2]                                    

                          BUSINESS image
                           ASSESSMENT TOOL!

                                          

Note:
Return back to this "Business Assessment Tool" on a regular basis and retake the Assessment to see your professional growth and development.

Contact us 

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