Workshop Registration - Insurance Sales Lab

Agent Name*

First Last

Agent Email*

Agent Mobile Phone*

How many years have you been an agent?*

How many team members do you have right now?*

How many additional team members are you looking to hire within the next 3 months?*

On average, how much money are you spending on marketing/leads on a monthly basis?*

On average, how much new business are you writing on a monthly basis?*

What are you looking to achieve with your agency in the next 12 months?*

What are the top few things that are holding you back from achieving your goals as an agency?*

What would you say are the biggest challenges that you have with your team members?*

1st Workshop Participant*

First Last

Role In Agency*

Sales
Service
Sales/Service

Additional Participants*

2nd Participant*

First Last

Role In Agency*

Sales
Service
Sales/Service

3rd Participant*

First Last

Role In Agency*

Sales
Service
Sales/Service

4th Participant*

First Last

Role In Agency*

Sales
Service
Sales/Service

5th Participant*

First Last

Role In Agency*

Sales
Service
Sales/Service

I want to know a little bit about every participant that will be attending the workshop. Please list 1-2 things about each participant so that I can tailor my communication with them and their specific needs.*

Add-On participant option is only to be used if you have previously registered or attended a workshop.

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One Participant

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