Andrew Austin - TCG Questionnaire

Part 1 of 5

Your practice right now

1. Where are you in building your New York Life practice?

Helps us understand where you're starting from.

Less than 1 year in 1-3 years, still building the book 3-7 years, established and growing 7+ years, established book of 100+ clients Other

Please select an option.

2. Where does most of your new business come from right now?

Check all that apply.

Referrals from existing clients Referrals from professional partners (CPAs, attorneys, etc.) Networking events (BNI, chamber, industry groups, etc.) My own outreach / cold prospecting Social media or online content NYL corporate leads or events Other

Please select at least one option.

3. What's your primary focus area?

Check all that apply.

Life insurance (term / whole / universal) Retirement planning (IRAs, 401k rollovers, annuities) Wealth management / investment products Business planning (key man, buy-sell, benefits) Estate planning Other

Please select at least one option.

4. On a scale of 1 to 10, how stressed are you about where your next 5 clients are coming from?

1 = fully confident · 10 = waking up at night about it

Fully confidentWaking up at night

Please select a number.

5. Where's your monthly production right now?

Not a commitment - helps us right-size the solution.

Under $5,000/mo, building toward a target $5,000-$10,000/mo, some months yes, some no $10,000-$20,000/mo, mostly consistent $20,000+/mo, established and looking to scale Other

Please select an option.

Part 2 of 5

Pipeline & lead flow

6. How's your prospect pipeline right now?

Ballpark is fine.

Fewer than 5 conversations/mo, pipeline is thin 5-10 conversations/mo, 1-2 become clients 10-20 conversations/mo, 3-5 become clients 20+ conversations/mo, volume is good but conversion is the issue Other

Please select an option.

7. When a prospect goes cold, they were interested then went quiet, what do you typically do?

I follow up a couple times then move on I have a system that follows up for me automatically I try to, but it's inconsistent and things fall through the cracks I don't really track them after the initial meeting Other

Please select an option.

8. How often do you proactively reach out to existing clients for reviews, policy updates, or life-event check-ins?

Structured system, it runs without me thinking about it I try to, but it's manual and inconsistent Mostly reactive, clients come to me when they need something I know I should do more but haven't built the habit Other

Please select an option.

Part 3 of 5

Your biggest friction points

9. What's eating the most of your time right now that feels like it shouldn't be on your plate?

1 to 3 sentences is plenty.

Please share something here.

10. Are you consistently posting content to build your brand?

LinkedIn, Facebook, Instagram, email newsletter, etc.

Yes, I post regularly and it's generating conversations I post occasionally but have no real strategy I want to, but compliance uncertainty and time stop me No digital presence, all referral and relationship-based Other

Please select an option.

11. What tools are you currently using to run your practice?

Check all that apply.

Sales Central (Salesforce, NYL) My own CRM (HubSpot, Zoho, etc.) A personal website Email marketing tool (Mailchimp, Constant Contact, etc.) Scheduling tool (Cal.com, Calendly, Acuity, etc.) Social media scheduling tool None, mostly manual (email + phone) Other

Please select at least one option.

12. Do you have professional referral partners you systematically stay in front of?

CPAs, estate attorneys, HR managers, mortgage brokers, etc.

Yes, a structured outreach system for them I stay in touch, but it's informal and inconsistent I want to build these but don't have a system Not really pursuing this channel right now Other

Please select an option.

Part 4 of 5

Your tools & your goals

13. NYL gives you Sales Central and pre-approved content. How's your relationship with those tools?

I use them heavily, they're central to how I run my practice Basic tracking only, I don't get much from the advanced features I barely use them, they feel like more work than they're worth I use my own CRM and tools separately Other

Please select an option.

14. Have you ever hired an assistant, VA, or outsourced any of your marketing or admin?

Yes, and it worked well, I'd do it again Yes, but it didn't work, I ended up doing it myself No, haven't tried it No, compliance and carrier rules made me nervous about it Other

Please select an option.

15. If you could wave a magic wand and one thing in your practice ran on autopilot tomorrow, what would it be?

Please share something here.

16. What's the one thing you know you should be doing for your business that you haven't gotten to yet?

Be honest. This is the most useful question on the form.

Please share something here.

Part 5 of 5 · last one

Vision & readiness

17. What does success look like for your practice 12 months from now?

Revenue, clients, hours worked, lifestyle, whatever matters most to you.

Please share something here.

18. If the right system were in place, when would you want it live?

Be honest about the timeline, it helps us plan.

As soon as possible, this is a now problem This quarter Sometime in the next 6 months Just exploring for now, no set timeline Other

Please select an option.

19. If a system handled your content, follow-up, client touchpoints, and a simple pipeline dashboard, what would that be worth per month?

Not a commitment, just helps me present the right level of solution.

I'd need to see major ROI first, open to under $500/mo $500-$1,500/mo if it clearly saved me 5-10 hrs/week $1,500-$3,000/mo if the pipeline impact is real Budget isn't the constraint, the right system is Other

Please select an option.

20. Who else would be involved in a decision like this, or is it fully your call?

Fully my call I'd want to loop in my managing partner or general manager Other

Please select an option.

You're all set, Andrew.