Choose Your Survey Path

Select the survey that best fits your coaching needs

15-20 MIN
Quick 1:1 Prep
Perfect for regular coaching check-ins

Focus on mindset, habits, and immediate challenges

14 targeted coaching questions

Action commitments for your next session

Quick turnaround for immediate coaching needs

Best for:

  • • Weekly or bi-weekly coaching sessions
  • • Tactical problem-solving
  • • Maintaining momentum
RECOMMENDED
45-60 MIN
Full Business Plan
Comprehensive business planning + coaching

Complete comprehensive business planning with metrics

Vision, goals, KPIs, and conversion rates

Marketing budget and lead generation strategy

All mindset and coaching questions included

Best for:

  • • Annual business planning sessions
  • • New agents setting up their foundation
  • • Major business pivots or growth phases
  • • Agents serious about scaling

Not sure which to choose? Start with the Quick Prep and upgrade to the Full Business Plan anytime.