Access Benefits | Assessment

How confident are you in your ability to consistently bring in new clients each month?

Very Confident

Somewhat Confident

Not Confident

Which best describes how you currently manage your clients and campaigns?

I use a CRM or automation system

I use spreadsheets/manual tracking

I don’t have a system in place

What is your biggest challenge when it comes to marketing your services?

Generating enough quality leads

Standing out from competitors

Managing time and consistency

What kind of support would be most valuable to your business right now?

Technology tools (CRM, automation, integrations)

Marketing help (branding, campaigns, lead generation)

Training & mentorship (webinars, 1:1 coaching, events)

Would you be interested in attending an agent webinar?

Yes

No

Would you be interested in joining our newsletter program?

Yes

No

First Name *

Last Name *

Email *

Phone

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to 313-264-0279 for assistance. You can reply STOP to unsubscribe at any time.

Privacy Policy | Terms of Service

© 2025 Preview Tech, LLC. All Rights Reserved.