BUILD · INTAKE

Find your two lanes.

Eight questions, about six minutes. Your answers are scored against all fifteen lanes so Jerod can suggest two: one for the next 90 days and one for the long run. Money questions are ranges only — the exact numbers belong in a conversation. Jerod reads every intake and replies within two hours during business hours.

Questions? (208) 991-8505 · JLee@PerfectRealEstateBusiness.com

1. About you

Name

Mobile

Current brokerage

Years licensed

Where you work City or area

License state

2. Experience

What did you do before real estate, or alongside it? (optional)

How large is the personal network you could call on?

4. Lifestyle

Hours a week you can give to generating business

Are evenings and weekends available?

Anything else we should know about your schedule? (optional)

5. Money — ranges only

Monthly marketing budget you can spend without strain

Months you can comfortably wait for your next closing

Closings you'd like this year

Closings you'd like in three years

We ask in ranges on purpose. Your exact finances belong in a conversation, not a form.

6. Database

People in your phone or CRM who'd take your call

Past clients

When did you last reach out to most of them?

7. Market

Price band you mostly work in, for your area

Share of your business in new construction

Rural, suburban or urban?

8. Goals and friction

What have you tried that didn't work, and why do you think it didn't? (optional)

What would six months of steady business change for you? (optional)

Agents who want the plan built with them start with PREB Coaching, or build it inside My Home Connection by REAL Broker LLC.