Answer 8 quick questions about how you handle leads. We'll identify exactly where buyers and sellers are slipping away — and what automated systems would have captured them.
⏱️ Takes about 3 minutes
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Lead AuditQuestion 1 of 8
Lead Response Speed
When a new buyer or seller inquiry comes in, how quickly do you typically respond?
Studies show 78% of buyers hire the first agent who responds. Speed is the #1 factor in lead conversion.
Within minutes — I have automated responses set up
Instant follow-up via AI or automation
Within an hour — I check leads frequently
Fast but still losing some to instant-response agents
A few hours or end of day — when I get a chance
Losing a significant portion of leads to faster competitors
Next day or whenever I see it — it varies a lot
Most of those leads have already chosen another agent
After-Hours Coverage
What happens when a lead comes in on evenings or weekends?
San Diego buyers often browse listings at night and on weekends — and expect a response.
Automated response goes out immediately regardless of time
Full coverage — no lead ever waits
I usually check my phone and respond if I see it
Inconsistent — depends on what I'm doing
I try to respond the next morning
That lead has already moved on in most cases
Nothing — it just waits until the next business day
Losing your highest-intent weekend leads consistently
Lead Nurture
When someone inquires but isn't ready to buy or sell yet, what happens?
Most buyers take 3–6 months from first inquiry to closing. The agent who stays in touch wins the deal.
Automated follow-up sequence keeps them warm until they're ready
System handles it — no leads fall through the cracks
I manually check in every few weeks
Better than nothing but inconsistent and time-consuming
I try to remember to follow up but it's easy to forget
Losing future deals to agents who stayed in front of them
Honestly, most long-term leads get lost in the shuffle
Major pipeline leak — these are future commissions walking away
Showing Booking
How do interested buyers currently schedule showings with you?
Every extra step in the booking process costs you deals. Friction kills momentum.
They book directly on my calendar — no back-and-forth needed
Maximum convenience and conversion
They submit a form and I reach out to confirm a time
One extra step adds friction and delay
We go back and forth by phone or text to find a time
High friction — losing impatient buyers at this stage
No clear system — it's chaotic and sometimes showings fall through
Losing deals at the final step
Open House Follow-Up
After an open house, what happens to the leads you collected?
Open house leads are high-intent — they already showed up. Most agents fail to capitalize on this.
Automated same-day follow-up goes out — then a nurture sequence starts
Maximum capture from every open house
I send a follow-up email the next day manually
Good but delayed and not scalable
I try to reach out but it often takes a few days
Most of those warm leads have cooled by then
Sign-in sheets sit on my desk — I rarely get to them all
You're throwing away the leads you paid to generate
Past Client Re-Engagement
How are you staying in touch with past clients for referrals and repeat business?
Referrals and repeat clients are your lowest-cost, highest-trust leads. Most agents leave this money on the table.
I send a holiday card or reach out a couple times a year
Minimal touchpoints — easy to be forgotten between
I rely on them remembering me — no real system
Referrals going to whoever they heard from most recently
Honestly not at all — once the deal closes I lose touch
Leaving your warmest audience completely untapped
Social Media & Visibility
How consistent is your social media presence for building trust with potential clients?
Buyers research agents before reaching out. Your social presence is often their first impression.
Posting consistently — market updates, listings, and client stories on schedule
Building authority and trust on autopilot
Posting a few times a week when I find the time
Decent but reactive and easy to let slip
Sporadic — bursts around listings then silence for weeks
Inconsistency hurts credibility with potential clients
Rarely or never — social media falls to the bottom of the list
Missing a major trust-building channel entirely
Biggest Challenge
What's your biggest lead challenge right now?
This helps us give you the most relevant recommendations for your situation.
Not enough leads coming in
Visibility and marketing problem
Leads come in but don't convert to showings or clients
Response speed and follow-up problem
Too much time on admin — not enough time for clients
Automation and efficiency problem
All of the above — the whole pipeline feels disconnected
Full Lead-to-Client System needed
Almost There — Where Should We Send Your Results?
We'll send you a personalized report with your lead score, specific gaps, and the highest-impact fixes for your real estate business.
🔒 Your information is private and never shared. We personally review every audit and respond with tailored recommendations.
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Your Lead Pipeline Score
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Specific to Your Pipeline
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