The 5-Question Brokerage Audit
If you can't answer YES to all 5, you're paying for a brokerage that isn't earning its split.
This audit takes about 5 minutes. At the end you'll see your personalised diagnosis, your stage, your trap, and the one next step that matters most.
No email required to start. You'll get your full results on screen. Drop your email at the end if you want the PDF version too.
Which trap fits you today?
There are two traps in this business. Most agents only know about the first one.
How many closings did you do in the last 12 months?
This tells us where you are in the operator journey and which version of the diagnosis is sharper for you.
Do you OWN your lead source, or do you RENT it?
- Are most of your leads from a vendor whose pricing you can't control?
- Have you ever taken a month off and still gotten leads?
- Is your contact database growing whether or not you spend on ads?
YES looks like: A database of subscribers growing month over month. Most leads come from people who already know you.
NO looks like: You pay a vendor monthly. The day you stop paying, leads stop.
Does your brokerage's tech stack run your business, or does your hustle?
- If you took 2 weeks off, would your follow-up still happen?
- Do new leads get worked the moment they hit your CRM, or only when you remember?
- Is the CRM working for you, or are you the CRM?
YES looks like: Smart Plans, automated follow-up, AI assistant handling first-touch. Runs on or off the clock.
NO looks like: You ARE the system. Manual texts, manual emails, a CRM that's basically a Rolodex.
Is your IDX site working for you while you sleep?
- Is your website pulling leads from organic Google search?
- Does it have a native MLS feed connected to your CRM?
- Do leads from your site auto-route into a follow-up sequence?
YES looks like: Purpose-built IDX, MLS-connected, indexed by Google. Leads from organic search flow into automated follow-up.
NO looks like: Static site or no site. No IDX. Leads go to a vendor's portal, then get worked manually 24-48 hours later.
Are you building a personal brand, or just running transactions?
- If a homeowner in your geography Googled your name today, what would they find?
- Are you producing content on a consistent rhythm?
- Is there a place online where your local market sees you regularly?
YES looks like: Clear digital footprint. Niche-expert content. A YouTube playlist in front of local searchers. Consistent rhythm.
NO looks like: Invisible online beyond a Zillow profile. The brand IS the brokerage, not you.
Does your brokerage hand you an operating system, or just a license?
- Did your brokerage give you a day-by-day onboarding playbook?
- Do you get weekly coaching against your numbers?
- Is there a documented methodology, or just tips and tricks?
YES looks like: 30-day Activation Playbook Day 1. Weekly coaching against a dashboard. Documented methodology.
NO looks like: Welcome email, Slack invite, good luck. Maybe a monthly team call.
Here's where you stand.
Your highest-leverage next step
Saving your audit answers...
Get the PDF + your diagnosis emailed.
You already have your result on screen. Drop your name + email and I'll send the 10-page PDF audit with your diagnosis baked in.
Check your inbox in the next 5 minutes.
Your personalised diagnosis + the 10-page PDF audit are on the way. If you want to move faster, book the 15-minute conversation now.
Or just hit reply to the email when it lands. I read every one.