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One-on-One Strategy Session Initiation
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One-on-One Strategy Session Initiation
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Strategy Session Initiation Form
First Name
*
Last Name
*
Email Address
*
Phone Number
*
Do you know who your Senior Marketing Specialists Sales Director is?
*
Olivia Richardson
Rachel Brammeier
Ryan Reddick
I don't know
Have you been through the SMS New Agent Onboarding process with Brittany?
*
Yes
No
I don't know
What are your goals for the next 12 months?
What are some areas of business development you would like to engage in?
Adding New Business / Clients
Retaining Current Clients
Add Downline Agents
Add Support Staff
Gain Referrals
What types of marketing do you already do?
Website
Social Media / Blogging
Mail Order Leads
Networking
TV / Newspaper / Radio / Billboard Ads
Seminars
What types of marketing would you like help with starting or perfecting?
Website
Social Media / Blogging
Mail Order Leads
Networking
TV / Newspaper / Radio / Billboard Ads
Seminars
Do you have a marketing budget currently?
Yes
No
Do you need help creating marketing pieces for yourself, like business cards, brochures, or flyers?
Yes
No
If you do have a marketing budget, what is it?
What are you passionate about in this industry and your job? What are your greatest strengths, areas where you excel, etc.?
Are there any activities that you absolutely are not open to implementing? (i.e. cold calling, seminars, knocking on doors)
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