FREE DIAGNOSTIC

THE MODERN REAL ESTATE AGENCY SCORE™

50 questions • 10 dimensions • 100 points

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1. Strategy & Positioning

We can clearly describe the agency we are building.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Our target market and ideal customer are explicit.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Our differentiation is visible in operations, not just marketing.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
New opportunities are tested against strategic fit.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Management priorities align with a written strategy.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

2. Customer Experience

We have mapped the seller journey end to end.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
We have mapped buyer, landlord and tenant journeys where relevant.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Every major hand-off has a clear owner.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Customer service standards are measurable.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Post-transaction retention and referral activity is systematic.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

3. Marketing & Authority

Our content answers real customer questions.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
We build owned audience as well as platform reach.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Our local authority is visible before an appraisal.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Marketing claims are evidence-based.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
We can attribute qualified opportunities to meaningful sources.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

4. Sales & Conversion

Seller opportunities have clear pipeline stages.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Every active opportunity has an owner and next action.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Appraisal preparation follows a standard.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Lost appraisals have recorded reasons.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Lead leakage and no-conclusion rates are monitored.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

5. Operations & Systems

Critical workflows are documented and current.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Normal and exception paths are defined.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Process ownership is clear.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
The business does not depend on private workarounds.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Process KPIs reveal failure before customers complain.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

6. Finance & Performance

We understand contribution by major service line.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
We monitor cash prospectively, not only bank balance.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
We understand cost-to-serve and exception cost.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Pipeline data informs financial forecasts.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Management reporting supports decisions rather than only history.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

7. People & Accountability

Roles have defined outcomes and decision rights.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Capacity is measured before service degrades.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Onboarding is based on demonstrated capability.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Managers can resolve normal issues without the owner.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Performance discussions identify system constraints as well as people constraints.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

8. Technology & Data

Each critical data type has a clear system of record.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
CRM data quality is actively governed.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Technology is reviewed for fit, integration, adoption, control and value.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Duplicate systems and manual re-entry are minimised.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Technology access follows least privilege.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

9. Automation & AI Readiness

Processes are standardised before automation.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Automations have business owners and exception paths.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
AI use cases have explicit value hypotheses.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Approved AI tools and data rules are defined.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Human approval is required where consequences justify it.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised

10. Owner Independence

Routine decisions rarely require the principal.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Important customer relationships have institutional depth.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Critical knowledge exists outside the owner's head.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
Managers own outcomes rather than merely assist the owner.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised
The agency could operate effectively during an extended owner absence.
0 Not in place • 1 Informal • 2 Partly implemented • 3 Consistent • 4 Measured • 5 Optimised