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Cameron Tsue

Helping Realtors simplify marketing & grow their business.

Executive Coaching Intake for Realtors

Executive Coaching Intake for Realtors

Unlock your full potential as a Realtor with our Executive Coaching Intake — the essential first step to personalized, high-impact coaching tailored just for you. This intake process helps clarify your goals, challenges, and unique strengths, setting the foundation for a coaching experience that drives real results.

Whether you're looking to boost your sales, streamline your business, or elevate your leadership skills, this intake will give you and your coach the clarity needed to create a focused, actionable plan. Expect thoughtful questions, insightful reflections, and a clear path forward designed specifically for real estate professionals ready to level up.

Start your journey to clarity over confusion and decode the real estate game with confidence.


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Phone Number
Select country
What is your brokerage/brand?
How long have you been licensed?
Current production level? (past 12 months, # of transactions)
What is your target production in the next 12 months?
Do you run your business solo, with a partner, or part of a team?
Do you have a written 12-month business plan?
What are your top 3 goals in the next 12 months?
What is your primary motive for coaching? (Check all that apply)
What are your current lead sources? (check all that apply)
Which lead source above produces the most business for you today?
What is your prospecting consistency? (last 90 days)
What activities do you actively use for prospecting (check all that apply)
What is your prospecting comfort level?
Do you currently use a CRM?
If yes above, which CRM?
How organized is your database?
How many past clients are in your database with whom you are in consistent communication?
How many contacts do you have in your databased (A contact is a name + 1 pieces of contact info)
Do you follow a structured past-client communication plan? (eg 12-4-2)
How many past clients have you spoken to in the last 90 days?
What marketing systems do you currently use? (check all that apply - even if they aren't producing leads yet))
How consistent is your marketing? (total outreach across all systems)
Do you currently have a defined brand identity (visual + message)?
Do you have a structured listing presentation?
Do you have a structured buyer's presentation?
Which tasks do you handle personally? (check all that apply)
Do you have administrative support?
How would you describe your operational systems?
Which areas feel the most chaotic or inefficient? (check all that apply)
What was your GCI last year?
What is your target GCI this year?
What is your average commission earned per transaction?
What are your top 3 business expenses?
In what 3 skills are you MOST confident?
In what 3 skills are you LEAST confident?
What do you avoid in your business? (Be honest)
What is the #1 bottleneck stopping your growth right now?
What do you expect from coaching?
How do you prefer to receive accountability?
How many hours per week can you commit to implementing new systems?
Anything else you'd like to share about your business or or personal context?