Analyze Your Real Estate Business

Truly successful real estate businesses need to excel in things like finance,
marketing, lead generation, skill development, team culture, and systems. If your business is
lacking in any of these categories, you can be sure that you aren’t reaching your true business
potential. You might even be losing productivity, team morale, or worst of all, profits.

Our Business Evaluation tool is based on our 20 years of coaching the top real estate agents and teams across North America, and it can help you identify where your business is succeeding and where it needs improvements.

1/7 Sections Completed

FINANCE

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You have budgets in place that you keep up to date and you review monthly
You have projections of how much you will earn in the next 6 months
You have a financial plan to follow if the market adjusts negatively or positively
You have a professional managing your bookkeeping and accounting
You have a deep understanding of the overall finances of your business

2/7 Sections Completed

BRANDING & MARKETING

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You have a clear understanding of exactly who your target market is
Your branding represents you, your business and appeals to your target market
Your website is strategic, built with your business in mind and engages your target market.
Your print and digital marketing materials are cohesive with your branding, website and goals
Your general marketing easily separates you from your competition.

3/7 Sections Completed

LEAD GENERATION & CONVERSION

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You have a high rate of repeat and referral clients
You have a clear strategy in place for generating leads and an effective system for lead distribution
You have systems in place to nurture leads and help partners convert.
You are satified with the number of qualified leads you are generating for your business
You have robust systems in place to track, follow-up and convert new leads

4/7 Sections Completed

SKILL DEVELOPMENT

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You have weekly or monthly skills training events with your team
You attend industry realted conferences and events and share the learning objectives with your team
You and your team are deeply knowledgable about your real estate market
You set goals with everyone on your team (including staff) and ensure they are achieved and reviewed
You are confident in the skill and training levels of everyone on your team.

5/7 Sections Completed

TEAM & CULTURE

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You currently have the right people on your team and are confident they can help take you where you want to go
Your have the ability to find and hire the best people when you need to add to your team
You would describe yourself a great leader
You have a clear mission statement that you and your team know well and that everyone works towards
You are OK with difficult conversations with your team members

6/7 Sections Completed

SYSTEMS & PROCESSES

On a scale of 1 - 5 (1 being the lowest and 5 being the highest), answer each of the following questions to the 6 most important categories of your real estate business.

You have processes in place that document your clients journey from point of contact through a completed transaction.
You use current digital technologies as part of your day to day operations
You have well documented systems for all aspects of your business and they are followed by all
You conduct a review your systems, policies and proceedures anually and adjust as needed
Your buiness would run smoothly if you were not there for an extended period of time

7/7 Sections Completed

You have done the hard work! Fill the form below to get a complete report of the health of your organization.

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YOUR RESULTS: Overall Business Health Is

60%

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