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by Clients | Oct 25, 2018 | Uncategorized

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Which Referral Sources do you want?
- National Referrals
- Local Referrals
- Both

What Referral Sources do you want? (check all that apply)
- Wedding Planners
- Board of the Chamber of Commerce
- Attorneys (Divorce etc)
- CPA/Accountants
- Mortgage Brokers
- Hair Stylists
- Public Relations
- Home Stagers
- Event Planners
- Bankers (Asset Managers)
- Marketing Consultants
- Business Consultants
- Financial Advisors
- Gym Owners
- Moving Companies
- Veterinarian Services
- Medical Groups
- Town Government and Officials
- Local BNI Leaders
- Interior Decorators
- Builders/Architects
- Other
Other Referral Sources

How many referrals can you handle monthly?

What’s your profession?
- Real Estate
- Financial Advisor
- Insurance Broker/Agent
- CPA/Accountant

Full Name
First Last

Email

Mobile Number

Which do you want most?
- High Income Clients (Wealthy)
- Lower Income Clients

Who’s your “Perfect Client” (check all that apply)
- Executives & C-Level
- Blue-Collar Workers
- Business Owners
- Entry-Level Positions (lower income)
- Other

What is the (ballpark) salary of your ‘Perfect Client’?
- Less than $100,000
- $100,000 to $400,000
- $400,000 to $1 Million
- Over $1 MILLION per year

What’s your profession?
- Real Estate
- Financial Advisor
- Insurance Broker/Agent
- CPA/Accountant

How many New Clients can you handle monthly?

Which best describes your current lead generation?
- I receive LESS than 5 leads weekly
- I receive 5 leads or MORE weekly

Full Name

Email

Mobile Number

Which do you want most?
- High Income Clients (Wealthy)
- Lower Income Clients

Who’s your “Perfect Client” (check all that apply)
- Executives & C-Level
- Blue-Collar Workers
- Business Owners
- Entry-Level Positions (lower income)
- Other

What is the (ballpark) salary of your ‘Perfect Client’?
- Less than $100,000
- $100,000 to $400,000
- $400,000 to $1 Million
- Over $1 MILLION per year

What’s your profession?
- Real Estate
- Financial Advisor
- Insurance Broker/Agent
- CPA/Accountant

How many New Clients can you handle monthly?

Full Name
First Last

Email

Mobile Number