Broker Connect - Goal Achievement Form
Please fill out your information below if you are ready, willing and ABLE- to take your business to the next level.
Personal Information
Short and sweet - who are you?
Name
*
Ms.
Mr.
Mrs.
Prefix
First Name
Middle Name
Last Name
Suffix
Email
*
example@example.com
Mobile Number
*
-
Area Code
Phone Number
Do you have a social media page? Please give us the URL as we'd love to see it!
Back
Next
How are you currently doing in your business?
Just curious how you are currently marketing yourself...
Do you use a CRM? If so, what is your current one?
If YES, why?
What % of your time in your business, do you feel is spent on marketing?
If you could have it your way, what % of time in your business would you like to be spending on marketing?
What are some other methods of reaching out to find new clients, following up with existing clients, and thanking all of your clients you would like to see, try or just see happen to help you grow your business?
Back
Next
Current Situation - Sorry, just a few final questions so we can help, truly...
Please give us your current role and how you see meeting your goals for your business
Current role at current company:
Briefly describe what you do now
Are your financial goals being met with your current comp plan?
If NO, please explain where you would like it to improve.
Are your financial goals for your business being met with the states you are currently doing business in?
If NO, please explain what other states you would like to be able to do business in.
How would you like Able Financial Inc to help you grow your business?
Anything and everything is what we'd like to hear - don't hold back!
2019 projected total volume
2019 projected # of units
2020 goal in total volume
2020 goal # of units
Current Annual Income
Goal Annual Income
Submit Form
Should be Empty: