First Name

Last Name

Email

Best Phone

What is your primary goal/interest/outcome? (Pick all that apply) Real Estate Investment Advice and Coaching Expand my Network Build Trusted Relationships Other

If Other selected, please explain

What do you hope to have happen next?

How do you rank your experience? (5 is expert) 1 2 3 4 5

Describe your real estate experience

Do you have any concerns or challenges?

What is the size of your Single Family/Condo portfolio? 0 1-4 5-9 10+

What is the size of your Multi-Family portfolio? 0 1-4 5-9 10+

Describe your strategy (pick all that apply) Long-Term Buy-and-Hold Rentals Short-Term Rentals Wholesaling Fix & Flip BRRRR Other

Explain if your strategy includes Other

What neighborhood ratings will you consider (pick all that apply) 1-star (D) 2-star (C) 3-star (C+, C, B-) 4-star (B, B+, A-) 5-star (A, A+)

what investment strategy will this investment be for? (Pick all that apply) Higher Cash Flow with Lower Appreciation Balanced Mix of Cash Flow and Appreciation Higher Appreciation with Lower Cash Flow

How often can you commit for meetings? (Pick all that apply) Once a Week Twice a Month Once a Month Once every 6 Weeks Once every 2 Months

What day of the week is best to meet? (Pick all that apply) Monday Tuesday Wednesday Thursday Friday

What time of day is best to meet? (Pick all that apply) 7:00 AM to 9:00 AM 9:00 AM to 12:00 PM 12:00 PM to 5:00 PM 5:00 PM to 8:00 PM

What time zone are you located in? Eastern Central Mountain Arizona Pacific Alaskan Hawaiian

Any other comments or notes for us to review?

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