Intelligent Assistant

Broker Productivity Audit™

Only takes 5 minutes

Discover where you're losing time—and uncover the automations that can give it back.

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Section 1 – Your Business

Tell us about your practice so we can tailor your score.

What best describes your business?
How many transactions do you typically complete each year?
How many active listings do you currently manage?
Approximately how many contacts are in your database?

Section 2 – Daily Workflow

Help us understand how you work day to day.

Which applications do you use every day?
Approximately how many times each day do you switch between applications?
Which task frustrates you the most?

Rank with numbers (1 = most frustrating). Leave blank if not applicable.

Email
Finding documents
Managing contacts
Preparing flyers / offering memorandums
Reviewing leases / purchase agreements
Scheduling
Cold calling
Following up
Owner reporting
Tracking projects / tasks
Transaction management
Other (optional)

Section 3 – Email

Email often hides the biggest time drains.

How many emails do you receive each day?
How often do you search your email for previous conversations?
How often do you forget what you previously discussed with a client?
Do you manually respond to all listing inquiries?
How long does it usually take to respond?

Section 4 – Contacts

How you capture and match contacts drives deal flow.

How do you currently add new contacts?
How many business cards do you collect each month?
Do you currently track a prospect or client's property requirements?
How confident are you that you're matching every client with every appropriate property?

1 = not confident · 5 = very confident

Section 5 – Properties

Property marketing and document access eat hours every week.

How many active properties do you currently market?
Where are your property documents currently stored?
When someone calls about a property, how long does it take you to find:
Listing Agreement
Lease
Photos
Offering Memorandum
Flyer
Past Emails
Notes
Owner Information
Do you create Flyers or Offering Memorandums?
From start to finish, how long does each take?
Flyers (hours)
Offering Memorandums (hours)

Section 6 – Prospecting

Prospecting prep is often where hours disappear.

How often do you prospect?
How many prospecting calls do you make each week?
How do you decide who to call?
Do you block prospecting time on your calendar?

Section 7 – Documents

Document review is high-value work that can still be accelerated.

Approximately how many leases or purchase agreements do you review each month?
How long does each review take? (hours)
Do you summarize documents for clients?

Section 8 – Reporting

Owner reporting is one of the fastest wins for automation.

Do you send owner reports?
How often?
How long does each report take? (hours)

Section 9 – Organization

How often do you lose track of the following?

Never Occasionally Weekly Daily
Tasks
Follow-ups
Client needs
Deadlines
Appointments
Documents
Emails

Section 10 – Goals

Clarity on goals is part of productive brokerage.

Do you currently have written production goals?
Do you know your historical closing ratio?
Do you know whether you're currently on pace to hit your annual goals?

Final Section

One last question—then we'll calculate your Productivity Score.

If you could eliminate ONE repetitive task forever... what would it be?

Please complete the required fields before continuing.

Your Productivity Score

—/100
Estimated Time Lost

— hours/month

Your biggest bottleneck

—

Unlock your full personalized report

We will not sell your information or bombard you with unwanted email. We will show you where you can save time and email the report to you.

Your Full Report includes:

  • Estimated hours lost every month
  • Your Productivity Score
  • Top 5 workflow bottlenecks
  • How many hours you can save per month
  • Recommended automations
  • Personalized automation roadmap