Please take a moment to complete this brief

survey to help us serve you better. Thank you!

Name/Nickname: What do you prefer to be called?

Best email to reach you?

What is your preferred method of communication?

If Married, Wedding Anniversary?

Names of Children / DOB

Name / DOB
Name / DOB
Name / DOB
Name / DOB

Do You Have Any Pets? (Type & Name)

Any upcoming vacations? If yes, when and how can I get ahold of you?

Favorite:

Sports Team

Candy / Treat / Dessert

Beverage

Restaurant

Hobbies

Your Business

What CRM do you use?

What Percentage of your business is listings?

What do you love most about your job?

What areas in your business do you need help?

Financial Professionals

Do you have a Will or Trust completed? Y/N (Rate Your Trust Attorney 1-10)

Do you work with a CPA? Y/N (Rate Your CPA 1-10)

Do you work with a financial planner? Y/N (Rate Your Financial Planner 1-10)

Do you work with an insurance agent? Y/N (Rate Your Agent 1-10)

If you marked that you do not have one of the above professionals or rated less than 8, would you be interest in connecting with one of our Financial Team?

Yes

No

Captcha

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Kurt Kessler

NMLS# 365130

(925) 400-3850 | [email protected] | KurtKessler.com | BuildwithKurt.com

This is not intended to establish standards or requirements, Agents are advised to seek confirmation and legal guidance that reflects their specific state's regulations and Laws.