Elevate: Coaches Academy Survey

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* 1. Coach Name

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* 2. Please rate yourself on your confidence with utilizing Salesforce

	Not currently utilizing & not sure how	Not currently utilizing & not sure how, but would like to learn	Currently utilizing, but could improve my process	Utilizing on a regular basis	Utilizing on a regular basis & able to teach others
Tasking yourself or other team members for the next step	Tasking yourself or other team members for the next step Not currently utilizing & not sure how	Tasking yourself or other team members for the next step Not currently utilizing & not sure how, but would like to learn	Tasking yourself or other team members for the next step Currently utilizing, but could improve my process	Tasking yourself or other team members for the next step Utilizing on a regular basis	Tasking yourself or other team members for the next step Utilizing on a regular basis & able to teach others
Closing out any "To Do Tasks" on the Salesforce Homepage	Closing out any "To Do Tasks" on the Salesforce Homepage Not currently utilizing & not sure how	Closing out any "To Do Tasks" on the Salesforce Homepage Not currently utilizing & not sure how, but would like to learn	Closing out any "To Do Tasks" on the Salesforce Homepage Currently utilizing, but could improve my process	Closing out any "To Do Tasks" on the Salesforce Homepage Utilizing on a regular basis	Closing out any "To Do Tasks" on the Salesforce Homepage Utilizing on a regular basis & able to teach others
Following up on the 3 & 7 day no action reports	Following up on the 3 & 7 day no action reports Not currently utilizing & not sure how	Following up on the 3 & 7 day no action reports Not currently utilizing & not sure how, but would like to learn	Following up on the 3 & 7 day no action reports Currently utilizing, but could improve my process	Following up on the 3 & 7 day no action reports Utilizing on a regular basis	Following up on the 3 & 7 day no action reports Utilizing on a regular basis & able to teach others
Tracking TBDs - Last 120 days	Tracking TBDs - Last 120 days Not currently utilizing & not sure how	Tracking TBDs - Last 120 days Not currently utilizing & not sure how, but would like to learn	Tracking TBDs - Last 120 days Currently utilizing, but could improve my process	Tracking TBDs - Last 120 days Utilizing on a regular basis	Tracking TBDs - Last 120 days Utilizing on a regular basis & able to teach others
Getting to zero each week for Tuesday Update calls	Getting to zero each week for Tuesday Update calls Not currently utilizing & not sure how	Getting to zero each week for Tuesday Update calls Not currently utilizing & not sure how, but would like to learn	Getting to zero each week for Tuesday Update calls Currently utilizing, but could improve my process	Getting to zero each week for Tuesday Update calls Utilizing on a regular basis	Getting to zero each week for Tuesday Update calls Utilizing on a regular basis & able to teach others
Following up on partners with no activity in last 7 & 30 days	Following up on partners with no activity in last 7 & 30 days Not currently utilizing & not sure how	Following up on partners with no activity in last 7 & 30 days Not currently utilizing & not sure how, but would like to learn	Following up on partners with no activity in last 7 & 30 days Currently utilizing, but could improve my process	Following up on partners with no activity in last 7 & 30 days Utilizing on a regular basis	Following up on partners with no activity in last 7 & 30 days Utilizing on a regular basis & able to teach others
Increasing lead conversions measured on the dashboards	Increasing lead conversions measured on the dashboards Not currently utilizing & not sure how	Increasing lead conversions measured on the dashboards Not currently utilizing & not sure how, but would like to learn	Increasing lead conversions measured on the dashboards Currently utilizing, but could improve my process	Increasing lead conversions measured on the dashboards Utilizing on a regular basis	Increasing lead conversions measured on the dashboards Utilizing on a regular basis & able to teach others
Watching the "Pro Tip" prompt videos in Salesforce	Watching the "Pro Tip" prompt videos in Salesforce Not currently utilizing & not sure how	Watching the "Pro Tip" prompt videos in Salesforce Not currently utilizing & not sure how, but would like to learn	Watching the "Pro Tip" prompt videos in Salesforce Currently utilizing, but could improve my process	Watching the "Pro Tip" prompt videos in Salesforce Utilizing on a regular basis	Watching the "Pro Tip" prompt videos in Salesforce Utilizing on a regular basis & able to teach others

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* 3. Please rate yourself on how consistently you close out the following Salesforce triggers

	I delegate this to dispatch	I follow up as soon as the trigger comes through	I check this trigger daily and then follow up	I check this trigger weekly and then follow up	I hardly check this and don't have a great process for following up	I'm not sure what this trigger is for
Zillow Pre-Mover Leads	Zillow Pre-Mover Leads I delegate this to dispatch	Zillow Pre-Mover Leads I follow up as soon as the trigger comes through	Zillow Pre-Mover Leads I check this trigger daily and then follow up	Zillow Pre-Mover Leads I check this trigger weekly and then follow up	Zillow Pre-Mover Leads I hardly check this and don't have a great process for following up	Zillow Pre-Mover Leads I'm not sure what this trigger is for
Listing Trigger Leads	Listing Trigger Leads I delegate this to dispatch	Listing Trigger Leads I follow up as soon as the trigger comes through	Listing Trigger Leads I check this trigger daily and then follow up	Listing Trigger Leads I check this trigger weekly and then follow up	Listing Trigger Leads I hardly check this and don't have a great process for following up	Listing Trigger Leads I'm not sure what this trigger is for
Credit Trigger Leads	Credit Trigger Leads I delegate this to dispatch	Credit Trigger Leads I follow up as soon as the trigger comes through	Credit Trigger Leads I check this trigger daily and then follow up	Credit Trigger Leads I check this trigger weekly and then follow up	Credit Trigger Leads I hardly check this and don't have a great process for following up	Credit Trigger Leads I'm not sure what this trigger is for
In the Money Leads	In the Money Leads I delegate this to dispatch	In the Money Leads I follow up as soon as the trigger comes through	In the Money Leads I check this trigger daily and then follow up	In the Money Leads I check this trigger weekly and then follow up	In the Money Leads I hardly check this and don't have a great process for following up	In the Money Leads I'm not sure what this trigger is for
Cherry Pie Leads	Cherry Pie Leads I delegate this to dispatch	Cherry Pie Leads I follow up as soon as the trigger comes through	Cherry Pie Leads I check this trigger daily and then follow up	Cherry Pie Leads I check this trigger weekly and then follow up	Cherry Pie Leads I hardly check this and don't have a great process for following up	Cherry Pie Leads I'm not sure what this trigger is for

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* 4. Please rate yourself on how consistently you do the following

	Not consistently & I'm unsure how to do this	Not consistently, but I know how to do this	Consistently, but could improve my process	Consistently & able to teach others
Every lead goes into Salesforce	Every lead goes into Salesforce Not consistently & I'm unsure how to do this	Every lead goes into Salesforce Not consistently, but I know how to do this	Every lead goes into Salesforce Consistently, but could improve my process	Every lead goes into Salesforce Consistently & able to teach others
Using the Update Agent button	Using the Update Agent button Not consistently & I'm unsure how to do this	Using the Update Agent button Not consistently, but I know how to do this	Using the Update Agent button Consistently, but could improve my process	Using the Update Agent button Consistently & able to teach others
Sending BombBomb videos	Sending BombBomb videos Not consistently & I'm unsure how to do this	Sending BombBomb videos Not consistently, but I know how to do this	Sending BombBomb videos Consistently, but could improve my process	Sending BombBomb videos Consistently & able to teach others
Updating the stage in the Loan Analysis screen	Updating the stage in the Loan Analysis screen Not consistently & I'm unsure how to do this	Updating the stage in the Loan Analysis screen Not consistently, but I know how to do this	Updating the stage in the Loan Analysis screen Consistently, but could improve my process	Updating the stage in the Loan Analysis screen Consistently & able to teach others
Creating marketing flyers	Creating marketing flyers Not consistently & I'm unsure how to do this	Creating marketing flyers Not consistently, but I know how to do this	Creating marketing flyers Consistently, but could improve my process	Creating marketing flyers Consistently & able to teach others
Entering good notes for you and your team	Entering good notes for you and your team Not consistently & I'm unsure how to do this	Entering good notes for you and your team Not consistently, but I know how to do this	Entering good notes for you and your team Consistently, but could improve my process	Entering good notes for you and your team Consistently & able to teach others
Logging activities using the Salesforce Outlook add-in	Logging activities using the Salesforce Outlook add-in Not consistently & I'm unsure how to do this	Logging activities using the Salesforce Outlook add-in Not consistently, but I know how to do this	Logging activities using the Salesforce Outlook add-in Consistently, but could improve my process	Logging activities using the Salesforce Outlook add-in Consistently & able to teach others
Sending gifts through Salesforce	Sending gifts through Salesforce Not consistently & I'm unsure how to do this	Sending gifts through Salesforce Not consistently, but I know how to do this	Sending gifts through Salesforce Consistently, but could improve my process	Sending gifts through Salesforce Consistently & able to teach others

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* 5. What is one thing you would want to improve as a coach that we could work on during our time together?

How to hold students more accountable

How to ask solid open-ended questions

How to practice active listening

How to lead the questions on a call

How to turn a negative conversation/student around

How to balance the call between students

How to have a solid recap (for you & the students to track)

Other (please specify)

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* 6. Are you interested in teaching a breakout session at the Leadership Summit?

Yes, I'm in!

No, not feelin' it this year.

Mayyyyybe (please specify)

Elevate: Coaches Academy Survey

Question Title

* 1. Coach Name

Question Title

* 2. Please rate yourself on your confidence with utilizing Salesforce

Question Title

* 3. Please rate yourself on how consistently you close out the following Salesforce triggers

Question Title

* 4. Please rate yourself on how consistently you do the following

Question Title

* 5. What is one thing you would want to improve as a coach that we could work on during our time together?

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* 6. Are you interested in teaching a breakout session at the Leadership Summit?

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* 7. What topic are you interested in teaching OR would like to see as a breakout session?

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* 8. Please share any ideas you'd like to see as a takeaway from the event