Business Assessment
& Planning
Assessment
How
well is your Real Estate business performing?
Take
a moment and reflect on how you're doing in each of the Six Core
Business & Marketing Categories.
Write down and grade
yourself in each category,
as in the example below, and
then click on
the "Business
Assessment Results" tab at the bottom
of the page for the
Results .
Real
Estate
Core
Business Categories
|
Grade
Yourself
50
= I'm Failing
100
= I'm Perfect
|
Assessment
Scoring System Defined
|
Business Planning
|
50
|
100 = I have a clear
understanding of my vision, mission and objectives. I also have a written plan for my business to fulfill my vision,
mission and objectives. I'm on
target to achieve it., and have
conducted a SWOT analysis to review the strengths, weaknesses,
opportunities and threats relating to my business ‘s vision, mission,
and objectives. I have also set out the proposed strategies and
goals, and have in place milestones and tracking system to measure, on a
timely basis, the performance of strategies being implemented.
|
Marketing Plan
& Calendars
|
60
|
100 = I have a written
Marketing Plan that includes a successful marketing system for Lead
Generation. I have In-Process added value opportunities and referral
requests as well as ongoing relationship building strategies for strategic
business partnerships. I also
have a Post Closing, Follow up, and Lead Generation strategy as part of my
Customer Relationship Management System that helps me to keep in contact
with my past clients. I'm very
satisfied with amount of incoming leads and feedback that I'm receiving from my marketing.
|
Systems of Operation
|
60
|
100 = I understand how to
prospect for new clients. I'm proficient in
problem identification, presenting solutions in an easy to understand
manner for clients and referral sources, and I
have memorized scripts to overcome objections and close the sale.
I
have working
Systems in place for following up on all incoming leads and prospective
referral sources and I am
satisfied with my overall sales abilities. I
have also implemented a time management system, and a communication
system that allows me to focus on my most important priorities each day. I
also have sufficient systems in place to move my business
forward.
|
Data Base Management
|
85
|
100
= I have built the data
bases necessary for marketing, and have developed various strategic
referral partnerships with my Sphere of Influence; personal, past clients,
prospects, professionals, vendors and other influential 3rd parties, who
consistently refer me clients. The data bases are always updated and
current, and I am satisfied with
the results that come from these relationships. My Contact Manager also
ties directly into my promotional marketing and
Transaction Management System.
|
Listing & Lead
Management
|
60
|
100 = I am able to set up,
market, and manage my listings within my own website and company. I can
create and manage on-line virtual tour website for listings, and I am able
to integrate with the virtual tours and transaction management system.
For my property listings, I have a toll free 800 phone number which enables me
to record property descriptions, assign advertising extensions and
generate real–time leads. I have a professional voice system that
features an auto-attendant, multiple user extensions, call forward, call
locator, and voice mail.
|
Transactional
Management
|
60
|
100 = I have a Transaction
Management System that enables me to manage and organize all transaction
documents in digital form so that I have remote access to these documents
anytime. I can easily forward documents, and permits others to access the
documents online, and with the barcode faxing technology, can quickly
order and receive documents from preferred vendors. I also can easily move
received documents and faxes directly into the correct transaction folders, and it gives
me communications and notification tools so that I have each transaction’s
status at my fingertips.
|
Once Completed Please Click on the
"Business Assessment Results" Tab
To Follow!
[ RESULTS ]
Note:
Once you have completed viewing your
Results, please click on the detail System Tasks for each section of
the Business Assessment Results. These are the basic system task our
Virtual Assistants perform for our Real Estate and Mortgage
Professionals, to assisting you to be a top performer in your
industry.
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