Podcast pre-recording questionnaire Contact InformationName First Last Phonetic PronunciationPlease type the phonetic pronunciation of your full name. Email Mobile PhoneCompany name Website Professional detailsSelect all that apply PM company owner. PM company employee. Real estate sales broker / agency. PM industry vendor. Author. Speaker. Podcast host. Trainer / educator. Other / not listed above. TopicsTopics you open to discussing.List topics that you are open to discussing that you believe will add value to our audience.Would you like to see a list of other possible topics for discussion?If you would like to see a list of other possible topics for discussion select yes and a list of additional topics will appear. the list, while providing suggested topics, it is not all encompassing. If you think of a topic you would like to discuss that is not on the list select “Other.” and you will be given an opportunity to add your choice of topics. Yes No Topic categoriesSelect topic CATEGORIES to be shown a list of potential topics for the selected categories. 1. Mission, Vision, Core Values, Leadership, Defining your target client. 2. Company policies 3. Company processes 4. Company roles and responsibilities 5. Company team members 6. Technology, Tools, Training, and Resources 7. KPIs, OKRs, Revenue, and Profita List of Topics by categories selected above. Select NO MORE THAN 5 TO 7 TOTAL topics from ALL categories below that you are interested in discussing.1. Company Game Plan (MVV & Leadership)Topics that have to do with company leadership and the foundations of building a good company game plan. Defining the mission, vision, and values of your organization. How do your MVV guides your strategic decisions. The role of leadership in articulating and embodying the MVV. Examples of how your MVV have influenced team dynamics. The process of aligning team efforts with the organization’s MVV. Challenges in maintaining focus on the MVV during growth or crisis. The impact of a strong MVV on competitive advantage. MVV alignment with customer expectations and market demands. Revision and evolution of MVV over time. Communicating MVV changes to your team effectively. The role of MVV in conflict resolution within the team. Assessing MVV alignment during the recruitment process. MVV’s influence on company culture and employee engagement. Case studies of successful MVV implementation. How external stakeholders perceive your MVV. Creating and protecting company culture. Defining your target client. Customer segmentations and targeting. Aligning sales strategies with MVV. Leadership in Sales. Aligning marketing strategies with MVV. Leadership’s role in marketing innovation. Pricing models. Income streams. Brand Building and positioning. Other. 1. Company Game Plan – Other.Enter the topic you are open to discussing for “Other.” 2. Rule Book (Company Policies) Establishing clear operational boundaries and ethical standards. The development and enforcement of company policies. Balancing flexibility and rigidity in policy formulation. The role of policies in ensuring team integrity and fairness. Communicating and educating team members about policies. The impact of regulatory compliance on policy development. Evolving policies in response to industry trends and challenges. Handling violations of company policies within the team. Incorporating diversity and inclusion into company policies. Policy adjustments in response to remote work and digital transformation. The role of policies in managing client expectations. Ensuring policies support rather than hinder team dynamics. Privacy and data protection policies. Feedback mechanisms for policy improvement. Crisis management and emergency response policies. Ethical selling practices. Compliance and regulatory policies in sales. Ethical marketing practices. Compliance in marketing communications. Other. 2. Rule Book – Other.Enter the topic you are open to discussing for “Other.” 3. Play Book (Processes) Developing effective processes for task execution and strategy implementation. Aligning team efforts through standardized processes. Balancing process efficiency with innovation and flexibility. The role of automation and technology in process optimization. Process adaptation in response to changing market conditions. Training team members on new and existing processes. Measuring the effectiveness of processes and implementing improvements. Processes for knowledge sharing and collaboration within the team. Handling process failures and learning from them. Scalability of processes during organizational growth. Cross-functional process integration. Customer feedback in process refinement. The impact of leadership style on process development. Ensuring processes align with the company’s ethical standards. Success stories of process-driven achievements. Streamlining the sales process. Customer relationship management processes. Optimizing the marketing funnel. Content marketing strategy. Social media marketing. Other. 3. Play Book – Other.Enter the topic you are open to discussing for “Other.” 4. Positions (Roles and Responsibilities) Defining and assigning roles within the team. Balancing specialization with cross-functionality. Leadership roles and their impact on team dynamics. Evolution of roles in response to team growth. Ensuring clarity in responsibilities to prevent overlap and conflict. The role of role models and mentoring in team development. Customizing roles to individual strengths and career aspirations. The impact of role clarity on team efficiency and morale. Handling role transitions within the team. The importance of flexibility in roles to adapt to changes. Strategies for identifying and filling gaps in team roles. Role accountability and its measurement. Succession planning and role continuity. The role of feedback in role performance and development. Integrating new roles and positions in response to innovation. Defining Sales roles and territories. Cross-functional teams in sales initiatives. Roles within the marketing team. Collaboration in marketing campaigns. Other. 4. Positions – Other.Enter the topic you are open to discussing for “Other.” 5. Players (Team Members) Recruiting the right individuals for the team. Fostering a culture that attracts top talent. The importance of diversity and inclusion in team composition. Team member onboarding and the integration process. The role of individual strengths in team success. Balancing individual autonomy with team cohesion. Career development paths for team members. Recognizing and rewarding team member contributions. Handling conflict and maintaining harmony within the team. Success stories of exceptional team member performance. Managing team member turnover and its impact. The role of emotional intelligence in team dynamics. Strategies for maintaining motivation and engagement. Building resilience within the team. The impact of leadership on team member satisfaction and performance. Recruiting and retaining top sales talent. Building a diverse and inclusive sales team. Marketing essentials. Realtor referral marketing. Selecting marketing vendors / partners. Other. 5. Players – Other.Enter the topic you are open to discussing for “Other.” 6. Equipment (Technology, Tools, Training, and Resources) Business Development tools, training and resources The role of technology in enhancing team performance. Selecting the right tools and resources for your team. Balancing investment in technology with ROI. Training the team on new technologies and tools. Sales Training and development. Leveraging data analytics in sales. Leveraging customer insights. Ensuring technology adoption and utilization. The impact of digital transformation on team operations. Tools for collaboration and communication within remote teams. Security considerations in choosing and using technology. Integrating technology to support the playbook and rule book. Leveraging data analytics for strategic decision-making. Customizing tools to fit team needs and processes. The impact of technology on team culture and dynamics. Future tech trends that could influence team performance. Overcoming resistance to new technology within the team. Success stories of technology-driven team transformations. Technology stack for sales efficiency. Leveraging social media for sales. Marketing tech stack optimization. Digital marketing tools and platforms. Using Artificial Intelligence (AI). Other. 6. Equipment – Other.Enter the topic you are open to discussing for “Other.” 7. Scoreboard (KPIs, OKRs, Revenue, and Profit) Defining key performance indicators (KPIs) that align with your MVV. Setting achievable and measurable objectives and key results (OKRs). The role of KPIs and OKRs in strategic planning and execution. Tracking and analyzing performance data to inform decisions. Utilizing technology for real-time monitoring of KPIs and OKRs. The impact of KPIs and OKRs on team motivation and performance. Balancing short-term targets with long-term objectives. Revenue growth as a key indicator of business success. Profit margins as a measure of operational efficiency. The relationship between customer satisfaction metrics and financial performance. Adjusting KPIs and OKRs in response to market changes or internal shifts. The role of feedback loops in refining KPIs and OKRs. Celebrating achievements and milestones based on KPI and OKR outcomes. Identifying and addressing gaps in performance to meet KPIs and OKRs. Leveraging KPIs and OKRs for competitive analysis and improvement. Integrating KPIs and OKRs into employee performance reviews and incentives. The importance of transparency in sharing KPIs and OKRs with the team. Strategies for recovering from missed targets or objectives. Sales KPIs that matter. Setting and achieving sales KPIs and OKRs. Marketing KPIs that matter. Setting and achieving marketing KPIs and OKRs. Other. 7. Scoreboard – Other.Enter the topic you are open to discussing for “Other.” Bio, Photo and LogoWould you like to provide a bio? Yes, I will type it on this form. Yes, I will upload a document with my bio on this form. Yes, I but I will provide it later after completing this form. No, I do not wish to provide a bio. BioPlease enter your bio here or upload your bio.Bio UploadMax. file size: 450 MB.Would you like to provide a headshot or profile pic? Yes, I will upload a photo on this form. Yes, I but I will provide it later after completing this form. No, I do not wish to provide a photo. Profile photo uploadPlease upload a headshot to use for promotional purposes. Max. file size: 450 MB.Would you like to provide a company logo? Yes, I will upload a logo on this form. Yes, I but I will provide it later after completing this form. No, I do not wish to provide a logo. Company LogoMax. file size: 450 MB.Media ReleaseConsent(Required)I hereby grant to PM Success, its employees, subsidiaries, affiliates, agents, successors, and assigns the right and permission to record, use, publish, stream live, offer for sale, or otherwise distribute any audio or video interview with me. Such right and permission includes, but is not limited to, my name, recorded voice or video, photograph or likeness, biographical information, handouts, or any material based upon or derived therefrom. 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