Assess your Business

Discover if your daily tasks are driving real growth—or just keeping you busy! Take a look at your results afterward to see where you're thriving and where there's room to grow.

Full Name

State

Phone *

Email *

Organization

*For each statement, select ONE number from 1 to 10 that best reflects how much you agree.

1 = Not at all 10 = Completely agree

You have a detailed analysis to determine the neighborhoods with the highest amount of turnover in the last year. *

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You know the top 3 markets people are moving from into your market. *

1- STRONGLY DISAGREE

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10- STRONGLY AGREE

You have at least 25 agent referral agent relationships in each of those markets. *

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You know the largest employers moving people into your market.

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You have a written business plan that outlines exactly how many transactions you need to reach your income goal. *

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You have a written list of systems, processes, and tasks that must be completed for your business to operate. *

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You have a time-blocked, color-coded weekly schedule so you are working at maximum efficient. *

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You have a written job description for every ISA, employee and agent *

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You have a CRM and have multiple follow up campaigns set up for buyers, sellers and investors. *

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You have at least 2,500 people in your CRM. *

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At least ten percent of your CRM should be divorcing homeowners with a lead funnel to continuously add this niche lead source. *

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You have an ISA who manages your database. *

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You have a follow up system for Open House traffic and new leads *

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You’re sending out at least 3 e-mails and/or texts per week to your database *

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You have a system to follow new leads on their social media accounts to ensure they see your posts. *

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You have pre-written one year email follow up campaigns for each of your lead types *

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You have a system for getting referrals from past clients *

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You have a Local Business Partner Rolodex of providers where you’re receiving at least 10 closed referrals every year *

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You have a nationwide network of agents referring at least 10 closings a year to you? *

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You have a plan, system, and strategy to triple that number every year? *

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You speak with your Referral Partners, SOI and past clients at least once per quarter.speak with your Referral Partners, SOI and past clients at least once per quarter. *

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Rate your online presence from 1 to 10? *

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Your posting social media content CONSISTENTLY. *

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You’re using AI to create content. *

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Your blogging 3 to 4 times per week. *

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Your Google Business Profile is optimized for backlinks, maps, and keywords. *

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You have an effective system to get reviews? *

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You create at least 10 videos and 25 shorts/reels per month. *

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You have at least 20 reviews on your Google Business Profile and Facebook. *

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You’re running Google Local Services ads? *

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You’re running Facebook Custom Audience ads. *

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You’re running Google Network ads. *

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You advertise on YouTube ads. *

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You have “lead trigger” materials like e-books to increase your ad response. *

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You have a monthly advertising budget. *

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You’re lead generation funnels (advertising, Open House, direct mail & referrals) are adding 250 leads per month to your CRM. *

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You (or your ISA) spend at least 10 hours per week circle prospecting and setting appointments? *

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You hold at least 2 Open Houses per month? *

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Your average Open House attendance exceeds 50 people. *

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You have an Open House lead conversion strategy and materials. *

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You have a process to add a least 3 additional transactions from every listing. *

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You (or an ISA) make at least 50 circle prospecting calls after the home goes under contract. *

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You have an “elevator speech” on why people should hire you to sell their home where 90% of potential sellers respond with “how do you do that?” *

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You have an “elevator pitch” on why people should hire you as a buyer’s agent and 99% of them schedule a zoom appointment with you? *

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You have a specific marketing and conversion strategy specifically for divorce leads. *

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You contact FSBO’s, Expired, and Cancelled listings every week. *

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You have a custom listing presentation geared towards the client goals & not you? *

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You have a follow up system for Open House traffic & new leads? *

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You have a database and strategy to work with flippers. *

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You (or an ISA) make at least 100 circle prospecting/appointment setting calls per week. *

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