Company Objectives Questionnaire « Bob Schultz & The New Home Sales Specialists Bob Schultz & The New Home Sales Specialists

General Information
Section 1 of 6
Name*
FirstLast
Company*
Address
Street AddressCityState / Province / RegionZip / Postal CodeCountry
Phone
Fax
Website
Email*
Years in Business
Company Type
- Builder
- Developer
- Marketing Company
- Other
Please Describe
Number of Branches / Divisions
In what states do you have branches?
What are your target market(s) & typical customer profiles?
- 2nd Home
- 1st Time Home Buyer
- Move-Up
- Retirement
- Other
Please Describe
How did you hear about Bob Schultz & The New Home Specialists?
Please Describe
Optional: Name of the person who referred you, the search engine used, the speaker you heard, etc.
The best time to call me is

Sales
Section 2 of 6
Number of homes sold in the last 12 months
Sales volume in $ in the last 12 months
Home sales projected in the next 12 months:
Sales $ projected in the next 12 months:
How many communities do you operate?
Please provide the following details for each of your communities:
#Salespeople | Product Type | Avg. Wk Traffic & Sales | % Sales Co-op | Size Range | Price Range

Training
Section 4 of 6
Do you presently have an ongoing training program in place?
- Yes
- No
Please Describe
WHo is your in-house trainer?
If none, just write "None".
Please provide the following information about any educational programs for your staff in the last 3 years:
Sales Trainer/ Presenter, Program Title/ Date/ Length, Internal or Outside Company?, Satisfaction 1-10, Effect on Profitability.
Please describe your in-house library. What books, audiocassettes, videos, manuals, and systems are currently available?
Have you ever utilized professional sales personnel evaluations in the form of “mystery shopping”?
- Yes
- No
When was the last time?
In what format?
- Video Recording
- Audio Recording
- Non-Recorded
In summary, what have the shoppings revealed?
Please describe your process of training newly hired salespeople.
What resources and funds have been allocated for enhanced professional development?

Goals
Section 6 of 6
What would you like to accomplish through working with Bob Schultz & The New Home Sales Specialists?
Please rank your top six areas of need, as you see them, in descending order of importance:
Any other information you would like to share with us?
How soon would you like to put this program into action?
Thank you for taking the time to complete this questionnaire. The information herein is strictly confidential and will not be shared with anyone without your expressed permission. Please submit this form and a New Home Sales Specialists will contact you promptly.

Note: You can also send us any additional information by fax at 561-368-1171

Company Objectives Questionnaire