Performance Diagnostic
Confidential Pre-Session Assessment

Welcome!

Most people don’t have a strategy problem—they have a hidden obstacle problem.

Before we talk, I want to understand where you are today, the results you’re getting, the goals you’re working toward, what you’ve already invested in to improve, and where you believe you may be getting stuck. My goal is to uncover what’s truly limiting your growth so we can focus on the changes that can make the greatest impact.

Your first step is to complete the brief questions below. Once you’ve submitted your responses, you’ll receive a link to my calendar to schedule our conversation.

Take a few minutes to answer each question as thoughtfully and honestly as possible. The more insight you provide, the more valuable and productive our conversation can be.

— Ron Vaimberg
1.First Name(Required.)
2.Last Name(Required.)
3.State you are located in(Required.)
4.Name of company you work for(Required.)
5.Which best describes your role?(Required.)
6.If you selected Mortgage Loan Originator, please enter your NMLS #:
7.How many years have you been in the business?(Required.)
8.How many loans have you closed this year? (Or your typical monthly volume.)(Required.)
9.What have you earned so far this year?(Required.)
10.What did you earn in last fiscal year?(Required.)
11.How many units do you want to be averaging closed per month and by when?(Required.)
12.What do you think is really getting in your way up until now from achieving this? (Please be 100% honest)(Required.)
13.What have you already tried to change it? Programs, coaches, systems, books, hires — whatever you've put time or money into. And roughly what have you invested in those?(Required.)
14.If nothing changes over the next twelve months, what does that cost you? Answer in dollars — and in whatever isn't dollars.(Required.)
15.Have you ever worked one-on-one with a coach? If yes, what worked and what didn't?(Required.)
16.How did you first hear about me?
17.Anything else I should know before we talk? (Optional)