Personal CRE Assessment
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How would you characterize your pipeline?
My pipeline is a big concern as I don't have enough quality leads and have difficulty generating them.
My pipeline volume is decent but my deals are mostly small.
My pipeline is unbalanced, some good some bad
My pipeline is sporadic, but overall decent quality
My pipeline is consistently full, with high quality deals
How would you rate your prospecting efforts?
I don't have a sound prospecting approach
My prospecting is inconsistent
I prospect most of the time, but am challenged differentiating myself
I understand which approach creates the best results
I have a consistent & comprehensive prospecting program
How would you rate your personal presence in the market?
I have no presence in my market
I have little presence in my market
My presence is limited within my existing market
I have a comprehensive personal marketing campaign
I am known as one of the top 2 professionals in my market
How is your conversion ratio of meetings to secured opportunities?
I don't track our conversions, in fact I have a hard time securing meetings
I win some opportunities, but they are mostly small opportunities
I can secure meetings, but I don't have a strong differentiator to win assignments
I have a good, not great conversion ratio. I land a few good opportunities a year
I am the dominant player in the market and win most of the better opportunities available
What is your plan for moving forward?
I don't really have a plan, I am going to do what I have always done
I will start writing yet another business plan, once I find where I put the last one
I am going to change things up, but am not quite sure what this will be
I have tracked my progress throughout the year and will review with my team at year end
I know what I need to do and have the systems, resources and metrics in place to get it done
What do you think about investing in your greatest asset - you?
I don't need to invest in myself - all is good and I continually grow on my own
I have considered investing in programs in the past, but I have gotten by without doing so
I regularly invest in myself, but I quickly go back to my old ways
I have invested in myself in the past and have seen mixed results
I have regularly invested in myself and recognize there is no finish line to potential
How is your year progressing, financially?
I am not coming close to my financial goals this year
I am behind my annual goals, but I may catch up in the remainder of the year
I am on par with my goals and should make it, if all the opportunities I have come through
I am going to hit my goal, but I know I could have done better
I am going to surpass my goal and have my best year ever
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