Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Weekly Growth Tracker - Step 1 of 13Your Brokerage Name *Today's Date *Next Do you use paid ads? *YesYesNoNext 1.a Prospecting - Paid AdsHow many leads did you receive from paid adverts this week? *How many did you make contact with on a call? *How many did you complete a fact find with? *How many application emails did you send to them? *How many application forms were returned with docs? *Proofs: Upload 2 Screenshots and 1 Recorded Call * Click or drag files to this area to upload. You can upload up to 25 files. This can be screenshots, pdfs, docs of emails, texts, WhatsApps, telegrams or any communication. Recorded call should be mp3 or wav file. If you use any recording apps, cloud drives or ai tools you can share the links to the files below.Files Links (if applicable)Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *These can be discussed at a later dateNext 1.b Prospecting - Partnerships (Accountants)How many accountants did you call this week? *How many did you set appointments with? *How many appointments did you complete? *How many agreed to send you leads or clients? *Proofs: Upload 3 screenshots and 1 recorded call * Click or drag files to this area to upload. You can upload up to 10 files. This can be screenshots, pdfs, docs of emails, texts, WhatsApps, telegrams or any communication. Recorded call should be mp3 or wav file. If you use any recording apps, cloud drives or ai tools you can share the links to the files below.Files Links (if applicable)Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *These can be discussed at a later dateNext 1.c Prospecting - Partnerships (Equipment Sales Reps)Which sectors did you target? *Information TechnologyHealthcareEducationMarketingRetailReal EstateManufacturingConstructionTransportationHospitalityTelecommunicationsLegalMediaEnergyAgricultureConsultingAutomotiveConsumer GoodsInsuranceAerospaceTravelEntertainmentProfessional ServicesMiningUtilitiesLogisticsE-commerceFood and BeverageFashionSportsBiotechnologyAdvertisingArchitectureDesignSecurityTextilesChemicalsWaste ManagementInternetTelevisionPublishingEvent ManagementGamingTrainingData ScienceArtificial IntelligenceBlockchainCybersecurityDigital MarketingCloud ComputingMobile ApplicationsSoftware DevelopmentHardwareNetwork AdministrationSalesStartupsFranchisingTelehealthVeterinaryConstruction ManagementEnvironmental ServicesTextile ManufacturingHome ImprovementCraftsPhotographyMusicPerforming ArtsWritingTranslation ServicesPersonal CareFitnessPublic SafetyHistorical OrganizationsScientific ResearchSpace ExplorationMarine ServicesFashion DesignHow many reps did you call or email? *How many did you set appointments with? *How many appointments did you complete? *How many agreed to send you leads? *Proofs: upload 3 screenshots and 1 recorded call * Click or drag files to this area to upload. You can upload up to 10 files. This can be screenshots, pdfs, docs of emails, texts, WhatsApps, telegrams or any communication. Recorded call should be mp3 or wav file. If you use any recording apps, cloud drives or ai tools you can share the links to the files below.Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next 1.d Prospecting - Partnerships (Property Professionals i.e. sourcer, broker, agent)Which sub-sectors did you target?Estate AgentsProperty SourcersAuctionsOffice and Commercial SalesSurveyorsProperty ManagersOtherHow many did you call or email? *How many did you set appointments with? *How many appointments did you complete? *How many agreed to send you leads? *Proofs: upload 3 screenshots and 1 recorded call * Click or drag files to this area to upload. You can upload up to 10 files. This can be screenshots, pdfs, docs of emails, texts, WhatsApps, telegrams or any communication. Recorded call should be mp3 or wav file. If you use any recording apps, cloud drives or ai tools you can share the links to the files below.Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next Did you do any in-person networking or events?Did you do any in-person networking or events? *YesYesNoNext 1.e Prospecting - In-person networking or events.What events did you attend? *How many new contact did you make? *Describe Briefly *Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next 2.a Lenders - Relationship BuildingHow many lenders did you call? (min 3) *Which lenders did you contact? (please list) *How many conversations did you have? *How many of these were case discussions? *Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next 2.a Lenders - Case Submissions / DiscussionsHow many packaged cases did you send to lenders this week? *Which lenders did you use? *How many lender offers did you receive? *How many rejections did you receive? *Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next 2.b Lenders - Lender Product Knowledge GrowthHow many lenders have you researched this week?Which lenders did you research? (min 3) *Any particular lenders of interest? *Any lenders who you thought might fit a live case you have? *Did you have any challenges in this area this week? *Suggest two ways you feel you might try to solve the challenge(s) *Next 3. Goals for next weekWhat are your top 3 goals for next week? *Next 4. Improvement and Support SuggestionsDo you have any suggestions for improvements to the systems, support or tools that could help you run your business more efficiently? *Send
